TCM
Tekne Capital Management Portfolio holdings
AUM
$287M
1-Year Return
134.68%
This Quarter Return
+3.29%
1 Year Return
+134.68%
3 Year Return
+257.14%
5 Year Return
+156.95%
10 Year Return
+905.74%
AUM
$945M
AUM Growth
+$233M
(+33%)
Cap. Flow
+$194M
Cap. Flow
% of AUM
20.52%
Top 10 Holdings %
Top 10 Hldgs %
46.33%
Holding
52
New
12
Increased
10
Reduced
7
Closed
5
Top Buys
| 1 |
Charter Communications
CHTR
|
$49.5M |
| 2 |
Zebra Technologies
ZBRA
|
$48M |
| 3 |
Applied Materials
AMAT
|
$43.2M |
| 4 |
Televisa
TV
|
$38.3M |
| 5 |
Netflix
NFLX
|
$30.1M |
Top Sells
| 1 |
SBA Communications
SBAC
|
$39.3M |
| 2 |
DISH
DISH Network Corp.
DISH
|
$36.4M |
| 3 |
Liberty Global Class A
LBTYA
|
$32.8M |
| 4 |
Baidu
BIDU
|
$29.3M |
| 5 |
P
Pandora Media Inc
P
|
$22.3M |
Sector Composition
| 1 | Technology | 49.31% |
| 2 | Communication Services | 31.52% |
| 3 | Consumer Discretionary | 3.87% |
| 4 | Industrials | 1.82% |
| 5 | Real Estate | 0% |