Tekne Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Tekne Capital Management, LLC reported 3 stock positions worth $236.7 million. Its top holding was GDS Holdings Ltd. - ADR (GDS) at 86.0% of the portfolio, followed by Acm Research Class A (ACMR, 11.9%) and Proem Acquisition Corp. I (PAACU, 2.1%). Compared with Q4 2025, it opened 1 new position and sold out of 2. The biggest buy was a new position in Proem Acquisition Corp. I (PAACU) and the biggest sale an exit from Kanzhun Ltd. - ADR (BZ).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001558971
- Portfolio Value
- $236.7M (Q1 2026)
- SEC Filing
- 0000919574-26-003096 ↗ filed May 14, 2026
Holdings Value
Holdings 3 stocks · $236.7M
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| PAACU Proem Acquisition Corp. I | New | 2.11% | +2.11 |
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 |