TCM
Tekne Capital Management Portfolio holdings
AUM
$287M
1-Year Est. Return
134.68%
1 Year Est. Return
+134.68%
AUM
$262M
AUM Growth
-$20.3M
(-7.2%)
Holding
7
Top Buys
No buys this quarter
Top Sells
| 1 | +$11.6M | |
| 2 | +$11M | |
| 3 | +$8.47M | |
| 4 |
Kanzhun
BZ
|
+$5.18M |
| 5 |
PagSeguro Digital
PAGS
|
+$4.53M |
Sector Composition
| 1 | Technology | 69.21% |
| 2 | Communication Services | 24.43% |
| 3 | Consumer Discretionary | 6.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
GDS Holdings
GDS
$6.27B
| $148M | 56.59% |
5,860,211
-334,310
|
|
||
|
2
Kanzhun
BZ
$10.1B
| $56.2M | 21.41% |
2,930,000
-270,000
|
|
||
|
3
PagSeguro Digital
PAGS
$2.56B
| $23.2M | 8.84% |
3,040,000
-593,285
|
|
||
|
HEPS
4
D-Market Electronic Services & Trading
HEPS
$864M
| $16.7M | 6.36% |
5,855,103
-344,897
|
|
||
5
Kaspi.kz JSC
KSPI
$14B
| $9.89M | 3.77% |
106,500
-118,000
|
|
||
|
NBIS
6
Nebius Group N.V.
NBIS
$28.5B
| $7.92M | 3.02% |
375,000
-550,000
|
|
||
7
Sea Limited
SE
$94.8B
| – | – |
-26,684
|
|