Tenere Capital LLC Portfolio Holdings by Sector

Tenere Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$38,980 11.37% of portfolio	1	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX APO 2 stocks	$36,935 10.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$33,234 9.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$32,183 9.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$30,889 9.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$25,030 7.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW ADSK 2 stocks	$24,312 7.09% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$21,192 6.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$20,900 6.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$19,869 5.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$19,840 5.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$13,480 3.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$13,175 3.84% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$12,871 3.75% of portfolio	1	-	-	-	0 Calls 0 Puts

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