Tenere Capital LLC Portfolio Holdings by Sector

Tenere Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO ADI MRVL TSM TXN MU 7 stocks	$81,507 22.55% of portfolio	5	2	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO IQV ICLR DHR 4 stocks	$52,320 14.48% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE PANW 3 stocks	$52,286 14.47% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$39,555 10.94% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$25,859 7.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$21,356 5.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$21,185 5.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$19,604 5.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DDOG 1 stocks	$14,125 3.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$13,797 3.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$12,805 3.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$7,029 1.94% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Tenere Capital LLC, based on Form 13F filings with the SEC.

Stay updated on Tenere Capital LLC with notifications on news.