Tenere Capital LLC Portfolio Holdings by Sector

Tenere Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA ADI 2 stocks	$52,397 14.38% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER ADSK 3 stocks	$49,458 13.57% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$38,385 10.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$37,084 10.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$28,435 7.8% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX CCI 2 stocks	$25,159 6.9% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$23,592 6.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$20,129 5.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$19,181 5.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$17,464 4.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$14,272 3.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,296 3.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$13,180 3.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$12,365 3.39% of portfolio	-	1	-	-	0 Calls 0 Puts

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