Tekne Capital Management, LLC
Tekne Capital Management, LLC is a hedge fund manager based in New York, NY, specializing in global technology, internet, and media investments. Founded in 2012 by Beeneet Kothari, the firm serves institutional and accredited investors. Tekne Capital is registered as an investment adviser with the SEC and manages multiple funds with an employee count typically under 20 professionals.
Investment Strategy
Tekne Capital focuses on a fundamental, research-driven investment approach targeting opportunities in global technology, internet, and related sectors. The firm utilizes a long/short equity strategy to capture value across public markets, emphasizing deep company analysis and flexible portfolio construction, with the goal of generating superior risk-adjusted returns. Tekne invests globally, with a notable interest in emerging markets and innovative business models.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GDS | GDS HLDGS LTD | 66.63% | $191.5M | 6,263,467 | $18.67 | $30.57 | +$43.0M |
B BZ | KANZHUN LIMITED | 18.19% | $52.3M | 2,930,000 | $16.19 | $17.84 | -$3.9M |
S STNE | STONECO LTD | 12.28% | $35.3M | 2,200,000 | $16.04 | $16.04 | +$35.3M |
H HEPS | D MARKET ELECTR SVCS & TRADI | 2.90% | $8.3M | 3,089,199 | $3.03 | $2.70 | -$8.3M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
B Brett Weil | Partner | Baltimore, MD , United States | |
 | Research Analyst | Almaty, Kazakhstan | |
| analyst | Hong Kong | ||
J Jasper F | Research Analyst | Hong Kong | |
N Nikhil Kothari | Research Analyst | Mumbai, MH , India | |
R Rafael Porto | Research Analyst | Sao Paulo, Brazil |