TC
Tenere Capital Portfolio holdings
AUM
$390M
1-Year Est. Return
23.19%
1 Year Est. Return
+23.19%
AUM
$363M
AUM Growth
-$14.1M
(-3.7%)
Holding
26
Top Buys
| 1 | +$14M | |
| 2 | +$13.8M | |
| 3 | +$13.2M | |
| 4 |
Danaher
DHR
|
+$13.2M |
| 5 |
NVIDIA
NVDA
|
+$10.2M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$16.9M | |
| 3 | +$15.6M | |
| 4 |
Datadog
DDOG
|
+$13.8M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$9.99M |
Sector Composition
| 1 | Technology | 32.2% |
| 2 | Financials | 24.8% |
| 3 | Consumer Discretionary | 15.21% |
| 4 | Industrials | 12.4% |
| 5 | Communication Services | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procore
PCOR
$11.1B
| – | – |
-68,900
|
|