TCM
Tekne Capital Management Portfolio holdings
AUM
$354M
1-Year Est. Return
91.35%
1 Year Est. Return
+91.35%
AUM
$287M
AUM Growth
+$25.1M
(+9.6%)
Holding
7
Top Sells
| 1 | +$23.2M | |
| 2 | +$9.89M | |
| 3 | +$7.92M | |
| 4 |
HEPS
D-Market Electronic Services & Trading
HEPS
|
+$7.47M |
Sector Composition
| 1 | Technology | 78.91% |
| 2 | Communication Services | 18.19% |
| 3 | Consumer Discretionary | 2.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
GDS Holdings
GDS
$5.68B
| $191M | 66.63% |
6,263,467
+403,256
|
|
||
2
Kanzhun
BZ
$9.54B
| $52.3M | 18.19% |
2,930,000
|
|
||
3
StoneCo
STNE
$4.4B
| $35.3M | 12.28% |
+2,200,000
|
|
||
|
HEPS
4
D-Market Electronic Services & Trading
HEPS
$750M
| $8.34M | 2.9% |
3,089,199
-2,765,904
|
|
||
5
PagSeguro Digital
PAGS
$2.73B
| – | – |
-3,040,000
|
|
||
|
NBIS
6
Nebius Group N.V.
NBIS
$21B
| – | – |
-375,000
|
|
||
7
Kaspi.kz JSC
KSPI
$14.1B
| – | – |
-106,500
|
|