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Tenere Capital LLC

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13F filer, CIK 1849517, NEW YORK, NY

Tenere Capital LLC reported $136,373,136 across 22 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 67.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849517-26-000003

Period
2026-03-31
Reported value
$136M
Holdings
22
Top 10 weight
67.2%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASMLnew+7,950$10.5M
METAadded+16,664$9.53M
GEadded+19,974$5.67M
INTCnew+110,962$4.9M
SHOPnew+40,984$4.86M

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
DHRexited-34,648-$7.93M
COFexited-29,708-$7.2M
IQVexited-17,210-$3.88M
GSreduced-4,135-$3.5M
AMZNreduced-16,155-$3.36M

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 2026

Share positions as resolved from 13F-HR 0001849517-26-000003, largest first. % of portfolio is the value over $136,373,136, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,597 shares; 2024Q4: 124,897 shares; 2025Q1: 218,577 shares; 2025Q2: 176,477 shares; 2025Q3: 149,404 shares; 2025Q4: 50,995 shares; 2026Q1: 77,311 shares 77,311$13.5M9.89%+26,316Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 31,013 shares; 2025Q1: 33,207 shares; 2025Q2: 52,007 shares; 2025Q3: 35,507 shares; 2025Q4: 5,800 shares; 2026Q1: 22,464 shares 22,464$12.9M9.42%+16,664Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,031 shares; 2024Q4: 80,331 shares; 2025Q1: 89,320 shares; 2025Q2: 64,805 shares; 2025Q3: 67,700 shares; 2025Q4: 46,762 shares; 2026Q1: 45,061 shares 45,061$11.4M8.39%-1,701Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,950 shares 7,950$10.5M7.7%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,631 shares; 2024Q4: 53,847 shares; 2025Q1: 57,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,165 shares; 2026Q1: 28,338 shares 28,338$9.58M7.02%-827Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,461 shares; 2026Q1: 33,435 shares 33,435$9.49M6.96%+19,974Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,000 shares; 2025Q3: not reported; 2025Q4: 17,609 shares; 2026Q1: 19,908 shares 19,908$6.33M4.64%+2,299Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 22,786 shares; 2025Q1: 20,972 shares; 2025Q2: 20,972 shares; 2025Q3: 21,211 shares; 2025Q4: 8,712 shares; 2026Q1: 6,554 shares 6,554$6.3M4.62%-2,158Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,632 shares; 2026Q1: 6,590 shares 6,590$6.06M4.44%+3,958Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,478 shares; 2026Q1: 16,417 shares 16,417$5.61M4.11%+1,939Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,451 shares; 2026Q1: 7,429 shares 7,429$5.26M3.86%+978Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,962 shares 110,962$4.9M3.59%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 24,676 shares; 2025Q2: 24,676 shares; 2025Q3: 32,497 shares; 2025Q4: 9,918 shares; 2026Q1: 5,783 shares 5,783$4.89M3.59%-4,135Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,984 shares 40,984$4.86M3.56%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,303 shares; 2024Q4: 80,903 shares; 2025Q1: 56,695 shares; 2025Q2: 56,695 shares; 2025Q3: 100,969 shares; 2025Q4: 24,252 shares; 2026Q1: 14,316 shares 14,316$4.33M3.17%-9,936Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,243 shares; 2026Q1: 4,829 shares 4,829$4.22M3.09%-414Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,323 shares 93,323$3.83M2.81%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,459 shares; 2024Q4: 140,559 shares; 2025Q1: 75,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,697 shares; 2026Q1: 12,769 shares 12,769$3.67M2.69%-8,928Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,700 shares; 2025Q1: 111,386 shares; 2025Q2: 107,538 shares; 2025Q3: 152,864 shares; 2025Q4: 31,640 shares; 2026Q1: 15,485 shares 15,485$3.23M2.36%-16,155Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,833 shares; 2024Q4: 69,933 shares; 2025Q1: 67,156 shares; 2025Q2: 74,556 shares; 2025Q3: 61,762 shares; 2025Q4: 8,990 shares; 2026Q1: 7,215 shares 7,215$2.67M1.96%-1,775Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,400 shares; 2025Q4: 19,956 shares; 2026Q1: 11,831 shares 11,831$2.07M1.51%-8,125Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,984 shares; 2025Q4: 57,984 shares; 2026Q1: 57,984 shares 57,984$807K0.59%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DHRDANAHER CORP DEL34,648$7.93Mshares
COFCAPITAL ONE FINL CORP29,708$7.2Mshares
IQVIQVIA HLDGS INC17,210$3.88Mshares
ADSKAUTODESK INC4,579$1.36Mshares

How Q1 2026 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 0001849517-26-000003 base2026-05-15acceptance time not in the bulk data set