Filed: 11/14/2025ACC: 0001849517-25-000013
📋 What this filing means
TENERE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $421.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$421.90M
Total AUM (reported)
1.61M
Total Shares
Allocation by class
COM$421.90M100.0%
Portfolio Concentration
Top 3$100.88M23.9%
4–10$179.44M42.5%
11–25$141.58M33.6%
Top 3 weight
23.9%
Top 10 weight
66.4%
Voting Authority Distribution
Total shares with voting rights: 1.61M
Sole
Full voting authority
1.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
VISA INC-CLASS A SHARES
SOLEShares100.97K
TypeSH
Market value$34.47M
8.17%
Sole
100.97K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares152.86K
TypeSH
Market value$33.56M
7.96%
Sole
152.86K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares192.27K
TypeSH
Market value$32.85M
7.79%
Sole
192.27K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares61.76K
TypeSH
Market value$31.99M
7.58%
Sole
61.76K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares149.40K
TypeSH
Market value$27.88M
6.61%
Sole
149.40K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares35.51K
TypeSH
Market value$26.08M
6.18%
Sole
35.51K
Shared
0.00
None
0.00
GOLDMAN SACHS
SOLEShares32.50K
TypeSH
Market value$25.88M
6.13%
Sole
32.50K
Shared
0.00
None
0.00
BLACKROCK FUNDING INC/DE
SOLEShares21.21K
TypeSH
Market value$24.73M
5.86%
Sole
21.21K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares19.95K
TypeSH
Market value$23.91M
5.67%
Sole
19.95K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares193.69K
TypeSH
Market value$18.98M
4.50%
Sole
193.69K
Shared
0.00
None
0.00
SERVICENOW
SOLEShares19.80K
TypeSH
Market value$18.22M
4.32%
Sole
19.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares67.70K
TypeSH
Market value$17.24M
4.09%
Sole
67.70K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares86.63K
TypeSH
Market value$17.17M
4.07%
Sole
86.63K
Shared
0.00
None
0.00
NORFOLK SOUTHERN
SOLEShares56.40K
TypeSH
Market value$16.94M
4.02%
Sole
56.40K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares20.43K
TypeSH
Market value$16.00M
3.79%
Sole
20.43K
Shared
0.00
None
0.00
NIKE INC CL B
SOLEShares214.69K
TypeSH
Market value$14.97M
3.55%
Sole
214.69K
Shared
0.00
None
0.00
HUBBELL B
SOLEShares28.47K
TypeSH
Market value$12.25M
2.90%
Sole
28.47K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares32.16K
TypeSH
Market value$10.22M
2.42%
Sole
32.16K
Shared
0.00
None
0.00
COINBASE GLOBAL INC -CLASS A
SOLEShares29.40K
TypeSH
Market value$9.92M
2.35%
Sole
29.40K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares89.51K
TypeSH
Market value$8.64M
2.05%
Sole
89.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARESSOLE | COM | 100.97K | SH | $34.47M 8.17% | 100.97K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 152.86K | SH | $33.56M 7.96% | 152.86K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 192.27K | SH | $32.85M 7.79% | 192.27K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 61.76K | SH | $31.99M 7.58% | 61.76K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 149.40K | SH | $27.88M 6.61% | 149.40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COM | 35.51K | SH | $26.08M 6.18% | 35.51K | 0.00 | 0.00 |
GOLDMAN SACHSSOLE | COM | 32.50K | SH | $25.88M 6.13% | 32.50K | 0.00 | 0.00 |
BLACKROCK FUNDING INC/DESOLE | COM | 21.21K | SH | $24.73M 5.86% | 21.21K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 19.95K | SH | $23.91M 5.67% | 19.95K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 193.69K | SH | $18.98M 4.50% | 193.69K | 0.00 | 0.00 |
SERVICENOWSOLE | COM | 19.80K | SH | $18.22M 4.32% | 19.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 67.70K | SH | $17.24M 4.09% | 67.70K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 86.63K | SH | $17.17M 4.07% | 86.63K | 0.00 | 0.00 |
NORFOLK SOUTHERNSOLE | COM | 56.40K | SH | $16.94M 4.02% | 56.40K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 20.43K | SH | $16.00M 3.79% | 20.43K | 0.00 | 0.00 |
NIKE INC CL BSOLE | COM | 214.69K | SH | $14.97M 3.55% | 214.69K | 0.00 | 0.00 |
HUBBELL BSOLE | COM | 28.47K | SH | $12.25M 2.90% | 28.47K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 32.16K | SH | $10.22M 2.42% | 32.16K | 0.00 | 0.00 |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 29.40K | SH | $9.92M 2.35% | 29.40K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 89.51K | SH | $8.64M 2.05% | 89.51K | 0.00 | 0.00 |