All Stocks Held By Tenere Capital LLC

As of 12/31/2023, we find all stocks held by Tenere Capital LLC to be as follows, presented in the table below with each row detailing each Tenere Capital LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Tenere Capital LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Tenere Capital LLC as of the latest filing.

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
AUTODESK INC	23,588	+23,588	$5,743
ADSK	23,588	+23,588	$5,743
APPLE INC			$0 (exited)
AAPL	0	-62,270	$0
ADOBE INC			$0 (exited)
ADBE	0	-10,900	$0
THE BOEING COMPANY			$0 (exited)
BA	0	-51,696	$0
BLACKSTONE INC			$0 (exited)
BX	0	-47,100	$0
DATADOG INC CLASS A			$0 (exited)
DDOG	0	-60,510	$0
DANAHER CORP			$0 (exited)
DHR	0	-34,064	$0
NVIDIA CORP			$0 (exited)
NVDA	0	-22,520	$0
ORACLE CORP			$0 (exited)
ORCL	0	-91,002	$0
REPLIGEN CORP			$0 (exited)
RGEN	0	-36,500	$0
STARBUCKS CORP			$0 (exited)
SBUX	0	-85,393	$0
SPDR S&P 500 ETF TRUST			$0 (exited)
SPY	0	-72,000	$0
TJX CO INC			$0 (exited)
TJX	0	-79,848	$0
UBER TECHNOLOGIES INC	0	-156,200	$0 (exited)
UBER	0	-156,200	$0

See Summary: Tenere Capital LLC Top Holdings
See Details: Top 10 Stocks Held By Tenere Capital LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
NKE	+115,115	+$12,498
SLB	+233,696	+$12,162
BSX	+180,620	+$10,442
MRVL	+171,390	+$10,337
PANW	+31,523	+$9,296
MU	+106,699	+$9,106
SNOW	+40,869	+$8,133
ADSK	+23,588	+$5,743

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SPY	-72,000	-$30,779
AAPL	-62,270	-$10,661
BA	-51,696	-$9,909
NVDA	-22,520	-$9,796
ORCL	-91,002	-$9,639
DHR	-34,064	-$8,451
SBUX	-85,393	-$7,794
UBER	-156,200	-$7,184
TJX	-79,848	-$7,097
RGEN	-36,500	-$5,804

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CP	+68,199	+$5,986
GOOGL	+51,911	+$7,979
TSM	+49,788	+$6,763
TMUS	+33,430	+$7,111
AMZN	+29,116	+$6,292
TMO	+26,931	+$14,700
V	+21,751	+$7,367
UNP	+20,697	+$7,333
MSFT	+15,003	+$8,803
MDB	+13,544	+$6,521

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
ISRG	+3,532	+$3,089
NOW	+4,528	+$4,926
META	+6,262	+$4,680

Tenere Capital LLC Info

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

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