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Tenere Capital LLC

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13F filer, CIK 1849517, NEW YORK, NY

Tenere Capital LLC reported $363,416,204 across 21 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 60.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849517-25-000007

Period
2025-03-31
Reported value
$363M
Holdings
21
Top 10 weight
60.13%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWnew+17,600$14M
ADBEnew+35,907$13.8M
HDnew+35,950$13.2M
DHRadded+64,173$13.2M
NVDAadded+93,680$10.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MRVLexited-167,423-$18.5M
EQIXexited-17,900-$16.9M
AVGOexited-67,435-$15.6M
DDOGexited-96,719-$13.8M
GOOGLreduced-64,576-$9.99M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001849517-25-000007, largest first. % of portfolio is the value over $363,416,204, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,833 shares; 2024Q4: 69,933 shares; 2025Q1: 67,156 shares 67,156$25.2M6.94%-2,777Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,328 shares; 2024Q4: 57,928 shares; 2025Q1: 122,101 shares 122,101$25M6.89%+64,173Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,120 shares; 2024Q4: 112,300 shares; 2025Q1: 170,400 shares 170,400$23.8M6.55%+58,100Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,597 shares; 2024Q4: 124,897 shares; 2025Q1: 218,577 shares 218,577$23.7M6.52%+93,680Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,700 shares; 2025Q1: 111,386 shares 111,386$21.2M5.83%+10,686Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,723 shares; 2024Q4: 185,562 shares; 2025Q1: 329,248 shares 329,248$20.9M5.75%+143,686Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,303 shares; 2024Q4: 80,903 shares; 2025Q1: 56,695 shares 56,695$19.9M5.47%-24,208Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 22,786 shares; 2025Q1: 20,972 shares 20,972$19.8M5.46%-1,814Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,031 shares; 2024Q4: 80,331 shares; 2025Q1: 89,320 shares 89,320$19.8M5.46%+8,989Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 31,013 shares; 2025Q1: 33,207 shares 33,207$19.1M5.27%+2,194Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,429 shares; 2024Q4: 59,029 shares; 2025Q1: 80,330 shares 80,330$19M5.22%+21,301Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,600 shares 17,600$14M3.86%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: not reported; 2025Q1: 35,907 shares 35,907$13.8M3.79%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 24,676 shares 24,676$13.5M3.71%+6,676Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,196 shares; 2024Q4: 47,196 shares; 2025Q1: 55,760 shares 55,760$13.2M3.63%+8,564Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,950 shares 35,950$13.2M3.63%newTimeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,500 shares; 2025Q1: 95,791 shares 95,791$13.1M3.61%+34,291Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,400 shares; 2025Q1: 49,815 shares 49,815$12.9M3.54%+7,415Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,459 shares; 2024Q4: 140,559 shares; 2025Q1: 75,983 shares 75,983$11.8M3.23%-64,576Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,100 shares; 2025Q1: 41,900 shares 41,900$11M3.02%+4,800Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,631 shares; 2024Q4: 53,847 shares; 2025Q1: 57,500 shares 57,500$9.54M2.63%+3,653Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MRVLMARVELL TECHNOLOGY INC167,423$18.5Mshares
EQIXEQUINIX INC17,900$16.9Mshares
AVGOBROADCOM INC67,435$15.6Mshares
DDOGDATADOG INC96,719$13.8Mshares
PCORPROCORE TECHNOLOGIES INC68,900$5.16Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001849517-25-000007 base2025-05-15acceptance time not in the bulk data set