Tenere Capital LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 21Value: $363.4MLatest: 2025Q1

Tenere Capital LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 21 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ADBE",
  "GOOGL",
  "BLK",
  "HD",
  "UNP",
  "META",
  "MSFT",
  "BX",
  "AAPL",
  "NVDA",
  "GS",
  "ROK",
  "NOW",
  "TSM",
  "ADSK",
  "AMZN",
  "V",
  "NSC",
  "DHR",
  "NKE",
  "APO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 21
Total Value: 363416204
Accession Number: 0001849517-25-000007
Form Type: 13F-HR
CIK: tenere-capital
Manager Name: Tenere-Capital

Data Enrichment

100% identified

21 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $363.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:67.2K

Value:$25.2M

% of Portfolio:6.9% ($25.2M/$363.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:122.1K

Value:$25.0M

% of Portfolio:6.9% ($25.0M/$363.4M)

Blackstone Inc.

BX|09260D107

Shares:170.4K

Value:$23.8M

% of Portfolio:6.6% ($23.8M/$363.4M)

NVIDIA CORP

NVDA|67066G104

Shares:218.6K

Value:$23.7M

% of Portfolio:6.5% ($23.7M/$363.4M)

AMAZON COM INC

AMZN|023135106

Shares:111.4K

Value:$21.2M

% of Portfolio:5.8% ($21.2M/$363.4M)

NIKE, Inc.

NKE|654106103

Shares:329.2K

Value:$20.9M

% of Portfolio:5.8% ($20.9M/$363.4M)

VISA INC.

V|92826C839

Shares:56.7K

Value:$19.9M

% of Portfolio:5.5% ($19.9M/$363.4M)

BlackRock, Inc.

BLK|09290D101

Shares:21.0K

Value:$19.8M

% of Portfolio:5.5% ($19.8M/$363.4M)

Apple Inc.

AAPL|037833100

Shares:89.3K

Value:$19.8M

% of Portfolio:5.5% ($19.8M/$363.4M)

Meta Platforms, Inc.

META|30303M102

Shares:33.2K

Value:$19.1M

% of Portfolio:5.3% ($19.1M/$363.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:80.3K

Value:$19.0M

% of Portfolio:5.2% ($19.0M/$363.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:17.6K

Value:$14.0M

% of Portfolio:3.9% ($14.0M/$363.4M)

ADOBE INC.

ADBE|00724F101

Shares:35.9K

Value:$13.8M

% of Portfolio:3.8% ($13.8M/$363.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:24.7K

Value:$13.5M

% of Portfolio:3.7% ($13.5M/$363.4M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:55.8K

Value:$13.2M

% of Portfolio:3.6% ($13.2M/$363.4M)

HOME DEPOT, INC.

HD|437076102

Shares:36.0K

Value:$13.2M

% of Portfolio:3.6% ($13.2M/$363.4M)

Apollo Global Management, Inc.

APO|03769M106

Shares:95.8K

Value:$13.1M

% of Portfolio:3.6% ($13.1M/$363.4M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:49.8K

Value:$12.9M

% of Portfolio:3.5% ($12.9M/$363.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:76.0K

Value:$11.8M

% of Portfolio:3.2% ($11.8M/$363.4M)

Autodesk, Inc.

ADSK|052769106

Shares:41.9K

Value:$11.0M

% of Portfolio:3.0% ($11.0M/$363.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	67.2K	QoQ -3.97% (-2.8K) YoY +86.86% (+31.2K)	All Managers (Combined)	$25.2M	6.9% ($25.2M/$363.4M)	QoQ -14.47% (-$4.3M) YoY +66.72% (+$10.1M)
DANAHER CORP /DE/(DHRcusip235851102)	122.1K	QoQ +110.78% (+64.2K) YoY +260.46% (+88.2K)	All Managers (Combined)	$25.0M	6.9% ($25.0M/$363.4M)	QoQ +88.23% (+$11.7M) YoY +195.91% (+$16.6M)
Blackstone Inc.(BXcusip09260D107)	170.4K	QoQ +51.73% (+58.1K) YoY +102.76% (+86.4K)	All Managers (Combined)	$23.8M	6.6% ($23.8M/$363.4M)	QoQ +23.01% (+$4.5M) YoY +115.74% (+$12.8M)
NVIDIA CORP(NVDAcusip67066G104)	218.6K	QoQ +75.00% (+93.7K) YoY +1601.12% (+205.7K)	All Managers (Combined)	$23.7M	6.5% ($23.7M/$363.4M)	QoQ +41.24% (+$6.9M) YoY +104.04% (+$12.1M)
AMAZON COM INC(AMZNcusip023135106)	111.4K	QoQ +10.61% (-10.7K) YoY +86.16% (+51.6K)	All Managers (Combined)	$21.2M	5.8% ($21.2M/$363.4M)	QoQ -4.07% (-$900.3K) YoY +96.36% (+$10.4M)
NIKE, Inc.(NKEcusip654106103)	329.2K	QoQ +77.43% (+143.7K) YoY +138.09% (+191.0K)	All Managers (Combined)	$20.9M	5.8% ($20.9M/$363.4M)	QoQ +48.84% (+$6.9M) YoY +60.82% (+$7.9M)
VISA INC.(Vcusip92826C839)	56.7K	QoQ -29.92% (-24.2K) YoY -14.71% (-9.8K)	All Managers (Combined)	$19.9M	5.5% ($19.9M/$363.4M)	QoQ -22.29% (-$5.7M) YoY +7.10% (-$1.3M)
BlackRock, Inc.(BLKcusip09290D101)	21.0K	QoQ -7.96% (-1.8K) YoY NEW(+21.0K)	All Managers (Combined)	$19.8M	5.5% ($19.8M/$363.4M)	QoQ -15.02% (-$3.5M) YoY NEW(+$19.8M)
Apple Inc.(AAPLcusip037833100)	89.3K	QoQ +11.18% (-9.0K) YoY +62.03% (+34.2K)	All Managers (Combined)	$19.8M	5.5% ($19.8M/$363.4M)	QoQ -1.37% (-$275.8K) YoY +109.89% (+$10.4M)
Meta Platforms, Inc.(METAcusip30303M102)	33.2K	QoQ +7.07% (+2.2K) YoY -14.92% (-5.8K)	All Managers (Combined)	$19.1M	5.3% ($19.1M/$363.4M)	QoQ +5.40% (+$980.8K) YoY +0.98% (-$186.5K)
UNION PACIFIC CORP(UNPcusip907818108)	80.3K	QoQ +36.08% (+21.3K) YoY +12.32% (+8.8K)	All Managers (Combined)	$19.0M	5.2% ($19.0M/$363.4M)	QoQ +40.97% (+$5.5M) YoY +7.89% (+$1.4M)
ServiceNow, Inc.(NOWcusip81762P102)	17.6K	QoQ NEW(+17.6K) YoY +47.02% (+5.6K)	All Managers (Combined)	$14.0M	3.9% ($14.0M/$363.4M)	QoQ NEW(+$14.0M) YoY +53.52% (+$4.9M)
ADOBE INC.(ADBEcusip00724F101)	35.9K	QoQ NEW(+35.9K) YoY +158.47% (+22.0K)	All Managers (Combined)	$13.8M	3.8% ($13.8M/$363.4M)	QoQ NEW(+$13.8M) YoY +96.45% (+$6.8M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	24.7K	QoQ +37.08% (+6.7K) YoY NEW(+24.7K)	All Managers (Combined)	$13.5M	3.7% ($13.5M/$363.4M)	QoQ +30.78% (+$3.2M) YoY NEW(+$13.5M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	55.8K	QoQ +18.14% (+8.6K) YoY NEW(+55.8K)	All Managers (Combined)	$13.2M	3.6% ($13.2M/$363.4M)	QoQ +19.22% (+$2.1M) YoY NEW(+$13.2M)
HOME DEPOT, INC.(HDcusip437076102)	36.0K	QoQ NEW(+36.0K) YoY NEW(+36.0K)	All Managers (Combined)	$13.2M	3.6% ($13.2M/$363.4M)	QoQ NEW(+$13.2M) YoY NEW(+$13.2M)
Apollo Global Management, Inc.(APOcusip03769M106)	95.8K	QoQ +55.75% (+34.3K) YoY NEW(+95.8K)	All Managers (Combined)	$13.1M	3.6% ($13.1M/$363.4M)	QoQ +29.14% (+$3.0M) YoY NEW(+$13.1M)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	49.8K	QoQ +17.48% (+7.4K) YoY +14.09% (+6.2K)	All Managers (Combined)	$12.9M	3.5% ($12.9M/$363.4M)	QoQ +6.21% (+$753.7K) YoY +1.19% (+$151.4K)
Alphabet Inc.(GOOGLcusip02079K305)	76.0K	QoQ -45.94% (-64.6K) YoY -53.00% (-85.7K)	All Managers (Combined)	$11.8M	3.2% ($11.8M/$363.4M)	QoQ -55.84% (-$14.9M) YoY -51.85% (-$12.7M)
Autodesk, Inc.(ADSKcusip052769106)	41.9K	QoQ +12.93% (+4.8K) YoY -3.07% (-1.3K)	All Managers (Combined)	$11.0M	3.0% ($11.0M/$363.4M)	QoQ +0.03% (+$3.8K) YoY -2.56% (-$288.8K)