Tenere Capital LLC Portfolio Holdings by Sector

Tenere Capital LLC

$337 Million
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM ADI AVGO MRVL MU 5 stocks	$58,435 17.34% of portfolio	3	2	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ORCL ADBE 4 stocks	$51,390 15.25% of portfolio	3	1	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO ICLR DHR 3 stocks	$35,757 10.61% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$29,588 8.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$26,064 7.74% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW DDOG 2 stocks	$25,128 7.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$22,648 6.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$17,746 5.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14,000 4.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$10,581 3.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$9,902 2.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$8,936 2.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$8,186 2.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$7,286 2.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$6,000 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$5,257 1.56% of portfolio	1	-	1	-	0 Calls 0 Puts

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