Long-term investor
Tenere Capital LLC @tenerecapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001849517).
Record
- Tracked since 2025-06-30 (454 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +896.4% · all +896.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 10.6% · long · since 2025-06-30
- 369604301 · 7.8% · long · since 2025-12-31
- GS · 6.2% · long · since 2025-06-30
- CSX · 6.1% · long · since 2026-03-31
- AMAT · 5.9% · long · since 2025-12-31
- 43300A203 · 5.1% · long · since 2026-06-30
- V · 4.9% · long · since 2025-06-30
- TSM · 4.6% · long · since 2025-12-31
- MTN · 4.4% · long · since 2026-06-30
- GOOGL · 4.4% · long · since 2025-12-31
- AAPL · 4.4% · long · since 2025-06-30
- CSCO · 4.2% · long · since 2026-06-30