Tenere Capital LLC Purchases and Sells in Q2 2024

Tenere Capital LLC

$337 Million
Q2 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	52.4K + 95.07%	$165.0 - $216.67 $8.65M - $11.4M	108K $22.6M
MSFT	16.1K + 44.69%	$389.33 - $452.85 $6.25M - $7.27M	52K $23.2M
NOW	5.7K + 47.6%	$643.29 - $786.67 $3.67M - $4.48M	17.7K $13.9M
DDOG	25.4K + 41.53%	$108.84 - $131.45 $2.77M - $3.34M	86.6K $11.2M
AMZN	12.6K + 21.09%	$173.67 - $197.85 $2.19M - $2.5M	72.5K $14M
MRVL	47.1K + 55.29%	$62.13 - $78.33 $2.93M - $3.69M	132K $9.25M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PANW	44.3K New	$265.2 - $340.82 $11.8M - $15.1M	44.3K $15M
ADI	55.2K New	$183.36 - $240.16 $10.1M - $13.3M	55.2K $12.6M
AVGO	7.15K New	$1204.71 - $1828.87 $8.62M - $13.1M	7.15K $11.5M
ICLR	31.8K New	$288.23 - $331.73 $9.16M - $10.5M	31.8K $9.96M
DELL	71.8K New	$114.87 - $179.21 $8.25M - $12.9M	71.8K $9.9M
NSC	44.7K New	$209.9 - $253.39 $9.39M - $11.3M	44.7K $9.61M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-18K - 46.17%	$430.17 - $527.34 $7.75M - $9.5M	21K $10.6M
GOOGL	-57.4K - 35.51%	$150.53 - $185.41 $8.64M - $10.6M	104K $19M
EL	-13.8K - 16.79%	$106.4 - $152.77 $1.47M - $2.11M	68.5K $7.29M
NKE	-19.7K - 14.26%	$75.37 - $97.18 $1.49M - $1.92M	119K $8.94M
MU	-37.3K - 36.23%	$106.77 - $153.45 $3.98M - $5.72M	65.6K $8.62M
NEE	-47.9K - 36.1%	$61.7 - $80.02 $2.95M - $3.83M	84.7K $6M

Activity Summary All Purchases 20 New Holdings 8 Increased Positions 12 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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