Tenere Capital LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), Tenere Capital LLC reported 26 stock positions worth $376.2 million. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Nvidia (NVDA, 5.8%). Compared with Q2 2024, it opened 5 new positions, sold out of 7, added to 16 and reduced 5. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849517
- Portfolio Value
- $376.2M (Q3 2024)
- SEC Filing
- 0001849517-24-000006 ↗ filed Nov 15, 2024
Holdings Value
Holdings 26 stocks · $376.2M
| AAPL Apple Inc. | 6.88% | 111,031 | $25.9M | Add +3.3% |
| MSFT Microsoft Corp. | 6.27% | 54,833 | $23.6M | Add +5.5% |
| NVDA Nvidia Corp. | 5.80% | 179,597 | $21.8M | New |
| GOOGL Alphabet Inc. Class A | 5.80% | 131,459 | $21.8M | Add +26.1% |
| NKE Nike Inc. Class B | 5.68% | 241,723 | $21.4M | Add +103.9% |
| V Visa Inc. Class A | 5.21% | 71,303 | $19.6M | Add +5.5% |
| META Meta Platforms Inc. Class A | 4.72% | 31,013 | $17.8M | Add +47.6% |
| ADBE Adobe Inc. | 4.62% | 33,558 | $17.4M | Add +260.8% |
| AVGO Broadcom Inc. | 4.20% | 91,677 | $15.8M | Add +28.1% |
| TMO Thermo Fisher Scientific Inc. | 4.06% | 24,668 | $15.3M | Reduce -20.6% |
| IQV Iqvia Holdings Inc. | 3.96% | 62,859 | $14.9M | New |
| BLK BlackRock Inc. | 3.83% | 15,186 | $14.4M | New |
| DDOG Datadog Inc. Class A | 3.75% | 122,764 | $14.1M | Add +41.8% |
| BX Blackstone Inc. | 3.67% | 90,120 | $13.8M | Add +5.4% |
| ADI Analog Devices Inc. | 3.56% | 58,232 | $13.4M | Add +5.5% |
| TECH Bio-Techne Corp. | 3.40% | 160,245 | $12.8M | Add +40.3% |
| MRVL Marvell Technology Inc. | 3.27% | 170,323 | $12.3M | Add +28.8% |
| ICLR Icon PLC | 3.21% | 42,027 | $12.1M | Add +32.3% |
| NSC Norfolk Southern Corp. | 3.12% | 47,196 | $11.7M | Add +5.5% |
| PANW Palo Alto Networks Inc. | 3.01% | 33,124 | $11.3M | Reduce -25.3% |
| DHR Danaher Corp. | 2.68% | 36,328 | $10.1M | Add +5.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.61% | 56,631 | $9.8M | Reduce -40.3% |
| UNP Union Pacific Corp. | 2.52% | 38,429 | $9.5M | Reduce -47.2% |
| UNH Unitedhealth Group Inc. | 1.87% | 12,023 | $7.0M | New |
| TXN Texas Instruments Inc. | 1.42% | 25,943 | $5.4M | New |
| MU Micron Technology Inc. | 0.88% | 31,961 | $3.3M | Reduce -51.3% |
Portfolio Sells Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | Sold out | 0.00% | −4.16 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −4.13 |
| DELL Dell Technologies -C | Sold out | 0.00% | −2.94 |
| UNP Union Pacific Corp. | Reduce -47.2% | 2.52% | −2.37 |
| ORCL Oracle Corp. | Sold out | 0.00% | −2.36 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -40.3% | 2.61% | −2.28 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −2.16 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −1.78 |
| MU Micron Technology Inc. | Reduce -51.3% | 0.88% | −1.68 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.56 |
| PANW Palo Alto Networks Inc. | Reduce -25.3% | 3.01% | −1.45 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.6% | 4.06% | −1.05 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | New | 5.80% | +5.80 |
| IQV Iqvia Holdings Inc. | New | 3.96% | +3.96 |
| BLK BlackRock Inc. | New | 3.83% | +3.83 |
| ADBE Adobe Inc. | Add +260.8% | 4.62% | +3.08 |
| NKE Nike Inc. Class B | Add +103.9% | 5.68% | +3.03 |
| UNH Unitedhealth Group Inc. | New | 1.87% | +1.87 |
| META Meta Platforms Inc. Class A | Add +47.6% | 4.72% | +1.57 |
| TXN Texas Instruments Inc. | New | 1.42% | +1.42 |
| TECH Bio-Techne Corp. | Add +40.3% | 3.40% | +0.97 |
| AVGO Broadcom Inc. | Add +28.1% | 4.20% | +0.79 |
| BX Blackstone Inc. | Add +5.4% | 3.67% | +0.53 |
| MRVL Marvell Technology Inc. | Add +28.8% | 3.27% | +0.52 |
| DDOG Datadog Inc. Class A | Add +41.8% | 3.75% | +0.42 |
| NSC Norfolk Southern Corp. | Add +5.5% | 3.12% | +0.27 |
| ICLR Icon PLC | Add +32.3% | 3.21% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +26.1% | 5.80% | +0.16 |
| AAPL Apple Inc. | Add +3.3% | 6.88% | +0.15 |
| DHR Danaher Corp. | Add +5.4% | 2.68% | +0.13 |
| V Visa Inc. Class A | Add +5.5% | 5.21% | −0.06 |
| ADI Analog Devices Inc. | Add +5.5% | 3.56% | −0.18 |
| MSFT Microsoft Corp. | Add +5.5% | 6.27% | −0.63 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $125.9M | NVDA, GE, GS, CSX, AMAT |
| Q1 2026 | 22 | $136.4M | NVDA, META, AAPL, ASML, TSM |
| Q4 2025 | 22 | $129.1M | AAPL, NVDA, BLK, TSM, GS |
| Q3 2025Amended | 21 | $424.0M | V, AMZN, BX, MSFT, NVDA |
| Q2 2025 | 19 | $390.5M | META, MSFT, BX, NVDA, ADI |
| Q1 2025 | 21 | $363.4M | MSFT, DHR, BX, NVDA, AMZN |
| Q4 2024 | 23 | $377.6M | MSFT, GOOGL, V, BLK, AMZN |
| Q3 2024 | 26 | $376.2M | AAPL, MSFT, NVDA, GOOGL, NKE |
| Q2 2024 | 28 | $336.9M | MSFT, AAPL, GOOGL, V, TMO |
| Q1 2024 | 27 | $335.9M | GOOGL, META, TSM, V, TMO |