TCM

Tekne Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 134.68%
This Quarter Est. Return
1 Year Est. Return
+134.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$35.3M
2 +$12.3M

Top Sells

1 +$23.2M
2 +$9.89M
3 +$7.92M
4
HEPS
D-Market Electronic Services & Trading
HEPS
+$7.47M

Sector Composition

1 Technology 78.91%
2 Communication Services 18.19%
3 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GDS icon
1
GDS Holdings
GDS
$6.27B
$191M 66.63%
6,263,467
+403,256
BZ icon
2
Kanzhun
BZ
$10.1B
$52.3M 18.19%
2,930,000
STNE icon
3
StoneCo
STNE
$4.78B
$35.3M 12.28%
+2,200,000
HEPS
4
D-Market Electronic Services & Trading
HEPS
$864M
$8.34M 2.9%
3,089,199
-2,765,904
KSPI icon
5
Kaspi.kz JSC
KSPI
$14B
-106,500
PAGS icon
6
PagSeguro Digital
PAGS
$2.56B
-3,040,000
NBIS
7
Nebius Group N.V.
NBIS
$28.5B
-375,000