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Tenere Capital LLC

CIK:0001849517
Hedge Fund
$554M AUM
19 holdings
New York, NY, United States
Founded:2021
5 employees
Latest filing:Jun 30, 2025

Tenere Capital LLC is a hedge fund manager headquartered in New York, NY, United States. The firm is registered with the SEC and primarily manages pooled investment vehicles. It was founded in 2021 and employs 4-5 professionals. Tenere Capital serves institutional investors and high net worth individuals through its hedge fund vehicles.

Investment Strategy

Tenere Capital LLC manages hedge funds with a focus on public equities across a variety of sectors and geographies. The strategy leverages deep analytical research and a discretionary approach, targeting value and growth opportunities in large-cap and technology equities with concentrated positions. Its investment philosophy blends fundamental analysis and active portfolio management in order to maximize risk-adjusted returns, primarily for pooled investment vehicles.

Latest 13F Filing Activity

Tenere Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $390M. The fund increased holdings in Analog Devices, Meta Platforms Inc., Equinix Inc. among other positions. Tenere Capital LLC reduced exposure to Union Pacific CP, Adobe Inc., Apollo Global Management Inc. among others.

Top Buys
A
ADIANALOG DEVICES
+$24.5M
M
METAMETA PLATFORMS INC
+$19.2M
E
EQIXEQUINIX INC
+$16.1M
U
UBERUBER TECHNOLOGIES INC
+$15.7M
M
MSFTMICROSOFT CORPORATION
+$11.9M
Top Sells
U
UNPUNION PACIFIC CP
-$19.0M
A
ADBEADOBE INC
-$13.8M
A
APOAPOLLO GLOBAL MANAGEMENT INC
-$13.1M
R
ROKROCKWELL AUTOMATION INC
-$12.9M
G
GOOGLALPHABET INC CLASS A COMMON STOCK
-$11.8M

Top Holdings

M
METAMETA PLATFORMS INC
+9.8%$38.4M
M
MSFTMICROSOFT CORPORATION
+9.5%$37.1M
B
BXBLACKSTONE INC
+7.3%$28.4M
N
NVDANVIDIA CORP
+7.1%$27.9M
A
ADIANALOG DEVICES
+6.3%$24.5M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
META PLATFORMS INC9.83%$38.4M52,007$487.78$738.09+$19.2M
MICROSOFT CORPORATION9.50%$37.1M74,556$394.36$497.41+$11.9M
BLACKSTONE INC7.28%$28.4M190,100$140.93$149.58+$4.6M
NVIDIA CORP7.14%$27.9M176,477$115.84$157.99+$4.2M
ANALOG DEVICES6.28%$24.5M103,000$238.02$238.02+$24.5M

Industry Allocation

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+17.8%
SERVICES-PREPACKAGED SOFTWARE
+14.3%
SERVICES-BUSINESS SERVICES, NEC
+12.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.9%
INVESTMENT ADVICE
+7.7%