Tekne Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Tekne Capital Management, LLC reported 4 stock positions worth $287.4 million. Its top holding was GDS Holdings Ltd. - ADR (GDS) at 66.6% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 18.2%) and Stoneco Class A (STNE, 12.3%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 1 and reduced 1. The biggest buy was a new position in Stoneco Class A (STNE) and the biggest sale an exit from Pagseguro Digital Class A (PAGS).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001558971
- Portfolio Value
- $287.4M (Q2 2025)
- SEC Filing
- 0000919574-25-004555 ↗ filed Aug 13, 2025
Holdings Value
Holdings 4 stocks · $287.4M
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |