account_balance
Investment manager · 13F filer · SEC CIK 1849517
Tenere Capital LLC
Reported value$126Mas of Jun 30, 2026
Positions23 8 new, 7 sold out
Top 10 weight60.1%NVDA alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.6%Trimmed −14%
GEGeneral Electric Co
7.8%Trimmed −21%
GSGoldman Sachs Group Inc
6.2%Added +34%
CSXCSX Corp
6.1%Added +72%
AMATApplied Materials Inc
5.9%Trimmed −37%
HLTHilton Worldwide Holdings Inc.
5.1%New
VVisa Inc.
4.9%Added +26%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.6%Trimmed −57%
MTNVail Resorts Inc
4.4%New
GOOGLAlphabet Inc.
4.4%+20%
AAPLApple Inc.
4.4%−58%
CSCOCisco Systems, Inc.
4.2%New
NVDANVIDIA Corp
10.6%Trimmed −14%
GEGeneral Electric Co
7.8%Trimmed −21%
GSGoldman Sachs Group Inc
6.2%+34%
CSXCSX Corp
6.1%+72%
AMATApplied Materials Inc
5.9%−37%
HLTHilton Worldwide Holdings Inc.
5.1%
VVisa Inc.
4.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.6%
MTNVail Resorts Inc
4.4%
GOOGLAAPL4.4%CSCOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.6% Trimmed −14%GE General Electric Co 7.8% Trimmed −21%GS Goldman Sachs Group Inc 6.2% Added +34%CSX CSX Corp 6.1% Added +72%AMAT Applied Materials Inc 5.9% Trimmed −37%HLT Hilton Worldwide Holdings Inc. 5.1% NewV Visa Inc. 4.9% Added +26%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.6% Trimmed −57%MTN Vail Resorts Inc 4.4% NewGOOGL Alphabet Inc. 4.4% Added +20%AAPL Apple Inc. 4.4% Trimmed −58%CSCO Cisco Systems, Inc. 4.2% New
What changed
Biggest moves since Mar 31, 2026
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