TCM

Tekne Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 62.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+62.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
-$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.6M

Top Sells

1
+$44.4M
2
+$41.6M
3
+$7.6M
4
HEPS
D-Market Electronic Services & Trading
HEPS
+$4.33M
5
TONX
TON Strategy Co
TONX
+$1.11M

Sector Composition

1 Technology 73%
2 Communication Services 27%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDS icon
1
GDS Holdings
GDS
$8.96B
$176M 62.93%
5,051,818
-1,284,638
BZ icon
2
Kanzhun
BZ
$6.53B
$46.8M 16.72%
2,298,217
-351,783
SATS icon
3
EchoStar
SATS
$38.5B
$28.8M 10.28%
+265,000
ACMR icon
4
ACM Research
ACMR
$3.33B
$28.2M 10.07%
+715,000
HEPS
5
D-Market Electronic Services & Trading
HEPS
$1.01B
– –
-1,611,112
STNE icon
6
StoneCo
STNE
$3.7B
– –
-2,200,000
TONX
7
TON Strategy Co
TONX
$136M
– –
-157,810