Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tenere Capital LLC (CIK 1849517) reported $125.9M across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($13.4M, 10.61%), GE ($9.9M, 7.84%), GS ($7.9M, 6.25%), CSX ($7.6M, 6.06%), AMAT ($7.5M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $13.4M | 10.61% | 66,733 | Trimmed |
| 2 | GE | GENERAL ELECTRIC | $9.9M | 7.84% | 26,403 | Trimmed |
| 3 | GS | GOLDMAN SACHS | $7.9M | 6.25% | 7,774 | Added |
| 4 | CSX | CSX CORP | $7.6M | 6.06% | 160,470 | Added |
| 5 | AMAT | APPLIED MATERIALS | $7.5M | 5.93% | 10,332 | Trimmed |
| 6 | HLT | HILTON INC | $6.4M | 5.10% | 19,426 | New |
| 7 | V | VISA INC-CLASS A SHARES | $6.2M | 4.93% | 18,104 | Added |
| 8 | TSM | TAIWAN SEMI ADR | $5.8M | 4.65% | 12,248 | Trimmed |
| 9 | MTN | VAIL RESORTS | $5.5M | 4.40% | 40,724 | New |
| 10 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | $5.5M | 4.35% | 15,336 | Added |
| 11 | AAPL | APPLE INC | $5.5M | 4.35% | 18,925 | Trimmed |
| 12 | CSCO | CISCO SYSTEMS INC | $5.2M | 4.17% | 44,677 | New |
| 13 | COF | CAPITAL ONE FINANCIAL CORP | $4.6M | 3.63% | 22,805 | New |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC. | $4.6M | 3.63% | 9,127 | New |
| 15 | LLY | ELI LILLY & CO | $4.4M | 3.47% | 3,642 | Trimmed |
| 16 | AMZN | AMAZON.COM INC | $4.1M | 3.27% | 17,272 | Added |
| 17 | UNH | UNITEDHEALTH GRP | $3.8M | 3.01% | 9,122 | New |
| 18 | META | META PLATFORMS INC | $3.4M | 2.70% | 6,023 | Trimmed |
| 19 | EQIX | EQUINIX INC | $3.1M | 2.48% | 2,998 | New |
| 20 | DOCN | DIGITALOCEAN HOLDINGS INC | $3.0M | 2.36% | 18,896 | New |
| 21 | SHOP | SHOPIFY INC - CLASS A | $2.9M | 2.33% | 25,691 | Trimmed |
| 22 | ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $2.9M | 2.30% | 1,456 | Trimmed |
| 23 | ADI | ANALOG DEVICES | $2.7M | 2.17% | 6,889 | Trimmed |
| 24 | BLK | BLACKROCK FUNDING INC/DE | $0 | 0.00% | 0 | Exited |
| 25 | CAT | CATERPILLAR INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30