Tekne Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Tekne Capital Management, LLC reported 6 stock positions worth $305.6 million. Its top holding was GDS Holdings Ltd. - ADR (GDS) at 58.7% of the portfolio, followed by Acm Research Class A (ACMR, 30.6%) and Bitdeer Technologies Group-A (BTDR, 6.5%). Compared with Q1 2026, it opened 3 new positions and added to 2. The biggest buy was Acm Research Class A (ACMR, shares +3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001558971
- Portfolio Value
- $305.6M (Q2 2026)
- SEC Filing
- 0000919574-26-005100 ↗ filed Aug 13, 2026
Holdings Value
Holdings 6 stocks · $305.6M
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 58.73% | 5,976,818 | $179.5M | Add +18.3% |
| ACMR Acm Research Inc. Class A | 30.62% | 737,500 | $93.6M | Add +3.1% |
| BTDR Bitdeer Technologies Group-A | 6.49% | 1,250,000 | $19.8M | New |
| BIDU Baidu Inc. - Spon ADR | 2.43% | 65,000 | $7.4M | New |
| PAACU Proem Acquisition Corp. I | 1.65% | 500,000 | $5.0M | No change |
| DPC DPC Holdings PLC | 0.08% | 5,000 | $245K | New |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $305.6M | GDS, ACMR, BTDR, BIDU, PAACU |
| Q1 2026 | 3 | $236.7M | GDS, ACMR, PAACU |
| Q4 2025 | 4 | $280.2M | GDS, BZ, ECHO, ACMR |
| Q3 2025 | 5 | $354.2M | GDS, BZ, STNE, HEPS, TONX |
| Q2 2025 | 4 | $287.4M | GDS, BZ, STNE, HEPS |
| Q1 2025 | 6 | $262.3M | GDS, BZ, PAGS, HEPS, KSPI |
| Q4 2024 | 7 | $282.6M | GDS, BZ, NBIS, PAGS, KSPI |
| Q3 2024 | 5 | $246.7M | GDS, BZ, PAGS, KSPI, SE |
| Q2 2024 | 5 | $190.3M | GDS, BZ, PAGS, KSPI, SE |
| Q1 2024 | 11 | $349.8M | PAGS, SE, BZ, KSPI, KWEB |