Tenere Capital LLC Portfolio Holdings by Sector

Tenere Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology UBER NOW COIN ADSK 4 stocks	$55,025 13.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$34,468 8.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$33,564 8.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$32,849 8.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$31,989 8.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$27,875 7.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$26,075 6.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$25,878 6.55% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX CCI 2 stocks	$24,637 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts

Entertainment \| Communication Services NFLX 1 stocks	$23,913 6.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17,238 4.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$17,174 4.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$16,942 4.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$14,970 3.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$12,250 3.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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