Tenere Capital LLC holds a focused book of 22 stocks worth $136.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Apple Inc. Their largest long position is Nvidia Corp at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1849517/holdings"
Use Arkolith to show Tenere Capital LLC's latest holdings, largest changes, and filing provenance.
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, no cost basis
Other tracked managers holding the same core names as Tenere Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 26 / 22 | $1.5T |
| STATE STREET CORP | 26 / 22 | $813.7B |
| FMR LLC | 26 / 22 | $652.6B |
| GEODE CAPITAL MANAGEMENT, LLC | 26 / 22 | $480.5B |
| MORGAN STANLEY | 26 / 22 | $338.9B |
| JPMORGAN CHASE & CO | 26 / 22 | $322.4B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 26 / 22 | $289.4B |
| BANK OF AMERICA CORP /DE/ | 26 / 22 | $195.1B |
Ranked by how many of Tenere Capital LLC's top 22 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $13.5M | 77.3K | 9.9% | ▲+52% Added · +26K sh | |
| 2 | Meta Platforms Inc COM | $12.9M | 22.5K | 9.4% | ▲+287% Added · +17K sh | |
| 3 | Apple Inc COM | $11.4M | 45.1K | 8.4% | ▼−3.6% Reduced · −2K sh | |
| 4 | ASML Holding N.V. New York Registry Shar COM | $10.5M | 8.0K | 7.7% | ▲New New position | |
| 5 | Taiwan Semi ADR COM | $9.6M | 28.3K | 7.0% | ▼−2.8% Reduced · −827 sh | |
| 6 | General Electric COM | $9.5M | 33.4K | 7.0% | ▲+148% Added · +20K sh | |
| 7 | Analog Devices COM | $6.3M | 19.9K | 4.6% | ▲+13% Added · +2K sh | |
| 8 | BlackRock Funding Inc COM | $6.3M | 6.6K | 4.6% | ▼−25% Reduced · −2K sh | |
| 9 | Eli Lilly & Co COM | $6.1M | 6.6K | 4.4% | ▲+150% Added · +4K sh | |
| 10 | Applied Materials COM | $5.6M | 16.4K | 4.1% | ▲+13% Added · +2K sh | |
| 11 | Caterpillar Inc COM | $5.3M | 7.4K | 3.9% | ▲+15% Added · +978 sh | |
| 12 | Intel Corp COM | $4.9M | 111.0K | 3.6% | ▲New New position | |
| 13 | Goldman Sachs COM | $4.9M | 5.8K | 3.6% | ▼−42% Reduced · −4K sh | |
| 14 | Shopify Inc - Class A COM | $4.9M | 41.0K | 3.6% | ▲New New position | |
| 15 | Visa Inc-Class A Shares COM | $4.3M | 14.3K | 3.2% | ▼−41% Reduced · −10K sh | |
| 16 | Ge Vernova LLC COM | $4.2M | 4.8K | 3.1% | ▼−7.9% Reduced · −414 sh | |
| 17 | CSX Corp COM | $3.8M | 93.3K | 2.8% | ▲New New position | |
| 18 | Alphabet Inc Class A Common Stock COM | $3.7M | 12.8K | 2.7% | ▼−41% Reduced · −9K sh | |
| 19 | Amazon.com Inc COM | $3.2M | 15.5K | 2.4% | ▼−51% Reduced · −16K sh | |
| 20 | Microsoft Corporation COM | $2.7M | 7.2K | 2.0% | ▼−20% Reduced · −2K sh | |
| 21 | Coinbase Global Inc -Class A COM | $2.1M | 11.8K | 1.5% | ▼−41% Reduced · −8K sh | |
| 22 | Klarna Group PLC COM | $807K | 58.0K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 22 | $136.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 22 | $129.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 21 | $424.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.