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
$945M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$49.5M
2 +$48M
3 +$43.2M
4
TV icon
Televisa
TV
+$38.3M
5
NFLX icon
Netflix
NFLX
+$30.1M

Top Sells

1 +$39.3M
2 +$36.4M
3 +$32.8M
4
BIDU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.9M 1.71%
803,354
+161,400
2
$49.5M 1.69%
+312,300
3
$48M 1.64%
+583,100
4
$47M 1.61%
2,079,770
+368,207
5
$43.2M 1.48%
+1,914,500
6
$43M 1.47%
593,800
+35,800
7
$40.5M 1.38%
611,663
-16,189
8
$39.2M 1.34%
3,128,510
+287,300
9
$38.8M 1.33%
576,467
-73,433
10
$38.7M 1.32%
360,100
+16,800
11
$38.5M 1.32%
1,321,939
-105,230
12
$38.3M 1.31%
+1,117,391
13
$38M 1.3%
288,680
+33,241
14
$36.7M 1.25%
351,000
-50,400
15
$33.8M 1.16%
600,200
-148,700
16
$32M 1.09%
683,592
+172,892
17
$31.7M 1.09%
403,100
-48,100
18
$30.7M 1.05%
887,698
+55,687
19
$30.1M 1.03%
+478,800
20
$28.7M 0.98%
+853,500
21
$28.2M 0.96%
3,725,711
+1,306,289
22
$22.7M 0.78%
+470,300
23
$21.9M 0.75%
1,772,625
-492,396
24
$21.8M 0.75%
548,500
+41,000
25
$21.4M 0.73%
+1,224,600