TENERE CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INTC | 111K | $4.90M |
 | CSX | 93K | $3.83M |
 | NVDA | 77K | $13.48M |
 | KLAR | 58K | $807.14K |
 | AAPL | 45K | $11.44M |
 | SHOP | 41K | $4.86M |
 | GE | 33K | $9.49M |
 | TSM | 28K | $9.58M |
 | META | 22K | $12.85M |
 | ADI | 20K | $6.33M |
 | AMAT | 16K | $5.61M |
 | AMZN | 15K | $3.23M |
 | V | 14K | $4.33M |
 | GOOGL | 13K | $3.67M |
 | COIN | 12K | $2.07M |
 | ASML | 8K | $10.50M |
 | CAT | 7K | $5.26M |
 | MSFT | 7K | $2.67M |
 | LLY | 7K | $6.06M |
 | BLK | 7K | $6.30M |
Intel Corp.
INTC
Shares Held
111K
Value
$4.90M
CSX Corporation
CSX
Shares Held
93K
Value
$3.83M
NVIDIA Corporation
NVDA
Shares Held
77K
Value
$13.48M
Klarna Group plc
KLAR
Shares Held
58K
Value
$807.14K
Apple Inc.
AAPL
Shares Held
45K
Value
$11.44M
Shopify Inc.
SHOP
Shares Held
41K
Value
$4.86M
GE Aerospace
GE
Shares Held
33K
Value
$9.49M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
28K
Value
$9.58M
Meta Platforms, Inc.
META
Shares Held
22K
Value
$12.85M
Analog Devices, Inc.
ADI
Shares Held
20K
Value
$6.33M
Applied Materials, Inc.
AMAT
Shares Held
16K
Value
$5.61M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.23M
Visa Inc.
V
Shares Held
14K
Value
$4.33M
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.67M
Coinbase Global, Inc.
COIN
Shares Held
12K
Value
$2.07M
ASML Holding N.V.
ASML
Shares Held
8K
Value
$10.50M
Caterpillar Inc.
CAT
Shares Held
7K
Value
$5.26M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.67M
Eli Lilly and Company
LLY
Shares Held
7K
Value
$6.06M
BlackRock, Inc.
BLK
Shares Held
7K
Value
$6.30M