TCM
Tekne Capital Management Portfolio holdings
AUM
$287M
This Quarter Return
+54.44%
1 Year Return
+134.68%
3 Year Return
+257.14%
5 Year Return
+156.95%
10 Year Return
+905.74%
AUM
$247M
AUM Growth
+$247M
(+30%)
Cap. Flow
+$8.33M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Kanzhun
BZ
|
$8.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 74.38% |
| 2 | Communication Services | 24.51% |
| 3 | Consumer Discretionary | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
GDS Holdings
GDS
$6.62B
| $126M | 51.22% | 6,194,521 | – | – |
|
|
2
Kanzhun
BZ
$10.8B
| $60.5M | 24.51% | 3,482,903 +480,083 | +16% | +$8.33M |
|
3
PagSeguro Digital
PAGS
$2.62B
| $33.3M | 13.52% | 3,872,868 | – | – |
|
4
Kaspi.kz JSC
KSPI
$17.9B
| $23.8M | 9.65% | 224,500 | – | – |
|
5
Sea Limited
SE
$110B
| $2.73M | 1.11% | 28,984 | – | – |
|