13F Insight
DOSSIER · 13F-HR · Q2 2026

Tenere Capital LLC

$126M in tracked AUM across 23 positions as of Q2 2026.

TC
CIK 0001849517 · last filed Jun 30, 2026
Total AUM
$126M
as of Q2 2026
Holdings
23
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Tenere Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$13M67K10.6%02
GE
GENERAL ELECTRIC
$10M26K7.8%03
GS
GOLDMAN SACHS
$8M8K6.2%04
CSX
CSX CORP
$8M160K6.1%05
AMAT
APPLIED MATERIALS
$7M10K5.9%06
HLT
HILTON INC
$6M19K5.1%07
V
VISA INC-CLASS A SHARES
$6M18K4.9%08
TSM
TAIWAN SEMI ADR
$6M12K4.6%09
MTN
VAIL RESORTS
$6M41K4.4%10
GOOGL
ALPHABET INC CLASS A COMMON STOCK
$5M15K4.4%

Filing history

2026Q2Jun 30
$126M▼ 7.7%
23 positionsView →2026Q1Mar 31
$136M▲ 5.7%
22 positionsView →2025Q4Dec 31
$129M▼ 69.4%
22 positionsView →2025Q3Sep 30
$422M▲ 8.1%
20 positionsView →2025Q2Jun 30
$390M▲ 7.4%
19 positionsLocked2025Q1Mar 31
$363M▼ 3.7%
21 positionsLocked2024Q4Dec 31
$378M▲ 0.4%
23 positionsLocked2024Q3Sep 30
$376M▲ 11.7%
26 positionsLocked2024Q2Jun 30
$337M▲ 0.3%
28 positionsLocked2024Q1Mar 31
$336M▲ 9.8%
27 positionsLocked2023Q4Dec 31
$306M▲ 17.7%
21 positionsLocked2023Q3Sep 30
$260M▲ 27.5%
26 positionsLocked
Showing 12 of 18