HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORPORATION |
67,431 | +15,003 | $25,357 |
| MSFT | 67,431 | +15,003 | $25,357 |
| THERMO FISHER SCIENTIFIC INC. |
43,399 | +26,931 | $23,036 |
| TMO | 43,399 | +26,931 | $23,036 |
| VISA INC CLASS A SHARES (V) |
77,918 | +21,751 | $20,286 |
| V | 77,918 | +21,751 | $20,286 |
| T MOBILE US INC COM STK |
119,784 | +33,430 | $19,205 |
| TMUS | 119,784 | +33,430 | $19,205 |
| ALPHABET INC CLASS A COMMON STOCK |
134,237 | +51,911 | $18,752 |
| GOOGL | 134,237 | +51,911 | $18,752 |
| META PLATFORMS INC |
52,078 | +6,262 | $18,434 |
| META | 52,078 | +6,262 | $18,434 |
| UNION PACIFIC CP |
74,279 | +20,697 | $18,244 |
| UNP | 74,279 | +20,697 | $18,244 |
| AMAZON.COM INC |
104,393 | +29,116 | $15,861 |
| AMZN | 104,393 | +29,116 | $15,861 |
| CANADIAN PACIFIC KANSAS CITY L |
196,042 | +68,199 | $15,499 |
| CP | 196,042 | +68,199 | $15,499 |
| INTUITIVE SURG |
45,634 | +3,532 | $15,395 |
| ISRG | 45,634 | +3,532 | $15,395 |
| TAIWAN SEMI ADR |
142,511 | +49,788 | $14,821 |
| TSM | 142,511 | +49,788 | $14,821 |
| NIKE INC CL B |
115,115 | +115,115 | $12,498 |
| NKE | 115,115 | +115,115 | $12,498 |
| SCHLUMBERGER LTD |
233,696 | +233,696 | $12,162 |
| SLB | 233,696 | +233,696 | $12,162 |
| MONGODB INC |
29,144 | +13,544 | $11,916 |
| MDB | 29,144 | +13,544 | $11,916 |
| SERVICENOW |
16,237 | +4,528 | $11,471 |
| NOW | 16,237 | +4,528 | $11,471 |
| BOSTON SCIENTIFIC CORPORATION |
180,620 | +180,620 | $10,442 |
| BSX | 180,620 | +180,620 | $10,442 |
| MARVELL TECHNOLOGY INC |
171,390 | +171,390 | $10,337 |
| MRVL | 171,390 | +171,390 | $10,337 |
| PALO ALTO NETWORK INC |
31,523 | +31,523 | $9,296 |
| PANW | 31,523 | +31,523 | $9,296 |
| MICRON TECHNOLOGY INC |
106,699 | +106,699 | $9,106 |
| MU | 106,699 | +106,699 | $9,106 |
| SNOWFLAKE INC CLASS A |
40,869 | +40,869 | $8,133 |
| SNOW | 40,869 | +40,869 | $8,133 |
See Full List: All Stocks Held By Tenere Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tenere Capital LLC
|
Size ($ in 1000's)
At 12/31/2023: $305,994 At 09/30/2023: $259,957 Tenere Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tenere Capital LLC 13F filings. Link to 13F filings: SEC filings |
