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TCM

Tekne Capital Management Portfolio holdings

AUM $306M
1-Year Est. Return 117.51%
This Fund
S&P 500
This Quarter Est. Return
+58.66%
1 Year Est. Return
+117.51%
3 Year Est. Return
+516.18%
5 Year Est. Return
+199%
10 Year Est. Return
+1,988.67%
AUM
$306M
AUM Growth
+$68.9M
Cap. Flow
+$63.5M
Cap. Flow %
20.79%
Top 10 Hldgs %
100%
Holding
6
New
3
Increased
2
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GDS icon
GDS Holdings
GDS
+$35.7M
2
BTDR icon
Bitdeer Technologies
BTDR
+$17.9M
3
BIDU icon
Baidu
BIDU
+$8.05M
4
ACMR icon
ACM Research
ACMR
+$1.59M
5
DPC
DPC Holdings PLC
DPC
+$244K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 95.84%
2 Communication Services 2.43%
3 Miscellaneous 1.65%
4 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDS icon
1
GDS Holdings
GDS
$6.28B
$179M 58.73%
5,976,818
+925,000
+18% +$35.7M
ACMR icon
2
ACM Research
ACMR
$5.09B
$93.6M 30.62%
737,500
+22,500
+3% +$1.59M
BTDR icon
3
Bitdeer Technologies
BTDR
$3.3B
$19.8M 6.49%
+1,250,000
New +$17.9M
BIDU icon
4
Baidu
BIDU
$33.4B
$7.43M 2.43%
+65,000
New +$8.05M
PAACU
5
Proem Acquisition Corp I Units
PAACU
$5.04M 1.65%
500,000
– –
DPC
6
DPC Holdings PLC
DPC
$6.4B
$245K 0.08%
+5,000
New +$244K

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1NWS
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LIA
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Tekne Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Tekne Capital Management held 6 positions worth $306M, up 29% from $237M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Tekne Capital Management deployed $63.5M of net new capital in Q2 2026, opening 3 new positions and adding to 2 existing holdings. Its largest new stake was Bitdeer Technologies: 1,250,000 shares worth $19.8M.

By sector, the portfolio is most concentrated in Technology at 96% of assets, down from 98% a quarter earlier, followed by Communication Services and Miscellaneous.

  • Tekne Capital Management's largest Q2 2026 buy was Bitdeer Technologies: 1,250,000 shares worth $19.8M.
  • Tekne Capital Management added most to GDS Holdings in Q2 2026, an estimated $35.7M increase.
  • Tekne Capital Management's ten largest holdings make up 100% of its $306M portfolio in Q2 2026.
  • Tekne Capital Management opened 3 new positions and closed 0 in Q2 2026.
  • Tekne Capital Management's portfolio value rose 29% quarter-over-quarter to $306M.

Based on Tekne Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.