Tekne Capital Management, LLC

The portfolio is exceptionally concentrated, comprising only eight holdings. This structure deviates significantly from diversified institutional benchmarks, indicating that Tekne Capital relies on deep, idiosyncratic research on a select set of names rather than broad market exposure. The top three holdings alone account for 98.47% of the total portfolio value, suggesting a "barbell" or "high-conviction" approach where the firm allocates heavily to its best ideas while maintaining smaller, experimental positions in other areas.

Key Holdings