Skip to content
Disclosery

Tenere Capital LLC

Follow

13F filer, CIK 1849517, NEW YORK, NY

Tenere Capital LLC reported $390,464,870 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 66.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849517-25-000010

Period
2025-06-30
Reported value
$390M
Holdings
19
Top 10 weight
66.82%
New
4
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADInew+103,000$24.5M
EQIXnew+20,200$16.1M
UBERnew+168,600$15.7M
METAadded+18,800$13.9M
CCInew+88,500$9.09M

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
UNPexited-80,330-$19M
ADBEexited-35,907-$13.8M
APOexited-95,791-$13.1M
ROKexited-49,815-$12.9M
GOOGLexited-75,983-$11.8M

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, Q2 2025

Share positions as resolved from 13F-HR 0001849517-25-000010, largest first. % of portfolio is the value over $390,464,870, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 31,013 shares; 2025Q1: 33,207 shares; 2025Q2: 52,007 shares 52,007$38.4M9.83%+18,800Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,833 shares; 2024Q4: 69,933 shares; 2025Q1: 67,156 shares; 2025Q2: 74,556 shares 74,556$37.1M9.5%+7,400Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,120 shares; 2024Q4: 112,300 shares; 2025Q1: 170,400 shares; 2025Q2: 190,100 shares 190,100$28.4M7.28%+19,700Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,597 shares; 2024Q4: 124,897 shares; 2025Q1: 218,577 shares; 2025Q2: 176,477 shares 176,477$27.9M7.14%-42,100Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,000 shares 103,000$24.5M6.28%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,700 shares; 2025Q1: 111,386 shares; 2025Q2: 107,538 shares 107,538$23.6M6.04%-3,848Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 22,786 shares; 2025Q1: 20,972 shares; 2025Q2: 20,972 shares 20,972$22M5.64%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,303 shares; 2024Q4: 80,903 shares; 2025Q1: 56,695 shares; 2025Q2: 56,695 shares 56,695$20.1M5.16%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,100 shares; 2025Q1: 41,900 shares; 2025Q2: 63,600 shares 63,600$19.7M5.04%+21,700Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,328 shares; 2024Q4: 57,928 shares; 2025Q1: 122,101 shares; 2025Q2: 97,101 shares 97,101$19.2M4.91%-25,000Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares 17,600$18.1M4.63%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 24,676 shares; 2025Q2: 24,676 shares 24,676$17.5M4.47%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,900 shares; 2025Q1: not reported; 2025Q2: 20,200 shares 20,200$16.1M4.12%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,600 shares 168,600$15.7M4.03%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,196 shares; 2024Q4: 47,196 shares; 2025Q1: 55,760 shares; 2025Q2: 55,760 shares 55,760$14.3M3.66%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,031 shares; 2024Q4: 80,331 shares; 2025Q1: 89,320 shares; 2025Q2: 64,805 shares 64,805$13.3M3.41%-24,515Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,950 shares; 2025Q2: 35,950 shares 35,950$13.2M3.38%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,723 shares; 2024Q4: 185,562 shares; 2025Q1: 329,248 shares; 2025Q2: 174,062 shares 174,062$12.4M3.17%-155,186Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,500 shares 88,500$9.09M2.33%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
UNPUNION PAC CORP80,330$19Mshares
ADBEADOBE INC35,907$13.8Mshares
APOAPOLLO GLOBAL MGMT INC95,791$13.1Mshares
ROKROCKWELL AUTOMATION INC49,815$12.9Mshares
GOOGLALPHABET INC75,983$11.8Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC57,500$9.54Mshares

How Q2 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 0001849517-25-000010 base2025-08-14acceptance time not in the bulk data set