Tekne Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Tekne Capital Management, LLC reported 5 stock positions worth $246.7 million. Its top holding was GDS Holdings Ltd. - ADR (GDS) at 51.2% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 24.5%) and Pagseguro Digital Class A (PAGS, 13.5%). Compared with Q2 2024, it added to 1. The biggest buy was Kanzhun Ltd. - ADR (BZ, shares +16%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001558971
- Portfolio Value
- $246.7M (Q3 2024)
- SEC Filing
- 0000919574-24-006400 ↗ filed Nov 13, 2024
Holdings Value
Holdings 5 stocks · $246.7M
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 51.22% | 6,194,521 | $126.4M | No change |
| BZ Kanzhun Ltd. - ADR | 24.51% | 3,482,903 | $60.5M | Add +16.0% |
| PAGS Pagseguro Digital Ltd. Class A | 13.52% | 3,872,868 | $33.3M | No change |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 9.65% | 224,500 | $23.8M | No change |
| SE Sea Ltd.-ADR | 1.11% | 28,984 | $2.7M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 2024
| BZ Kanzhun Ltd. - ADR | Add +16.0% | 24.51% | −5.17 |
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 |