Tenere Capital LLC holds a focused book of 23 reported positions worth $125.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Hilton Worldwide Holdings In and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Tenere Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tenere Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 23 | $4.4B |
| BlueSpruce Investments, LP | 10 / 23 | $591.4M |
| Draper Asset Management, LLC | 7 / 23 | $158.8M |
| Hoffman, Alan N Investment Management | 4 / 23 | $130.2M |
| Palidye Holdings (Caymans) Ltd | 3 / 23 | $420.3M |
| Ketron Financial | 10 / 23 | $234.3M |
| Voyager Global Management LP | 5 / 23 | $2.6B |
| 9823 Capital, L.P. | 4 / 23 | $106.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Tenere Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $13.4M | 66.7K | 10.6% | ▼−14% Reduced · −11K sh | |
| 2 | General Electric COM | $9.9M | 26.4K | 7.8% | ▼−21% Reduced · −7K sh | |
| 3 | Goldman Sachs COM | $7.9M | 7.8K | 6.2% | ▲+34% Added · +2K sh | |
| 4 | CSX Corp COM | $7.6M | 160.5K | 6.1% | ▲+72% Added · +67K sh | |
| 5 | Applied Materials COM | $7.5M | 10.3K | 5.9% | ▼−37% Reduced · −6K sh | |
| 6 | Hilton Inc COM | $6.4M | 19.4K | 5.1% | ▲New New position | |
| 7 | Visa Inc-Class A Shares COM | $6.2M | 18.1K | 4.9% | ▲+26% Added · +4K sh | |
| 8 | Taiwan Semi ADR COM | $5.8M | 12.2K | 4.6% | ▼−57% Reduced · −16K sh | |
| 9 | Vail Resorts COM | $5.5M | 40.7K | 4.4% | ▲New New position | |
| 10 | Alphabet Inc Class A Common Stock COM | $5.5M | 15.3K | 4.4% | ▲+20% Added · +3K sh | |
| 11 | Apple Inc COM | $5.5M | 18.9K | 4.4% | ▼−58% Reduced · −26K sh | |
| 12 | Cisco Systems Inc COM | $5.2M | 44.7K | 4.2% | ▲New New position | |
| 13 | Thermo Fisher Scientific Inc. COM | $4.6M | 9.1K | 3.6% | ▲New New position | |
| 14 | Capital One Financial Corp COM | $4.6M | 22.8K | 3.6% | ▲New New position | |
| 15 | Eli Lilly & Co COM | $4.4M | 3.6K | 3.5% | ▼−45% Reduced · −3K sh | |
| 16 | Amazon.com Inc COM | $4.1M | 17.3K | 3.3% | ▲+12% Added · +2K sh | |
| 17 | Unitedhealth Grp COM | $3.8M | 9.1K | 3.0% | ▲New New position | |
| 18 | Meta Platforms Inc COM | $3.4M | 6.0K | 2.7% | ▼−73% Reduced · −16K sh | |
| 19 | Equinix Inc COM | $3.1M | 3.0K | 2.5% | ▲New New position | |
| 20 | Digitalocean Holdings Inc COM | $3.0M | 18.9K | 2.4% | ▲New New position | |
| 21 | Shopify Inc - Class A COM | $2.9M | 25.7K | 2.3% | ▼−37% Reduced · −15K sh | |
| 22 | ASML Holding N.V. New York Registry Shar COM | $2.9M | 1.5K | 2.3% | ▼−82% Reduced · −6K sh | |
| 23 | Analog Devices COM | $2.7M | 6.9K | 2.2% | ▼−65% Reduced · −13K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Tenere Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 23 | $125.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 22 | $136.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 22 | $129.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 21 | $424.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.