Tenere Capital LLC — 13F holdings

Tenere Capital LLC reported 23 holdings worth $126M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $13.4M (10.6%)
2. GE GE AEROSPACE — $9.87M (7.8%)
3. GS GOLDMAN SACHS GROUP INC — $7.86M (6.2%)
4. CSX CSX CORP — $7.63M (6.1%)
5. AMAT APPLIED MATLS INC — $7.47M (5.9%)
6. HLT HILTON WORLDWIDE HLDGS INC — $6.42M (5.1%)
7. V Visa Inc — $6.21M (4.9%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $5.85M (4.6%)
9. MTN VAIL RESORTS INC — $5.54M (4.4%)
10. GOOGL ALPHABET INC — $5.48M (4.4%)