Tenere Capital LLC Portfolio Holdings by Sector

Tenere Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology MRVL NVDA AVGO TSM 4 stocks	$61,531 17.46% of portfolio	-	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$44,899 12.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX APO 2 stocks	$29,519 8.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$29,476 8.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DDOG ADSK PCOR 3 stocks	$28,102 7.97% of portfolio	2	1	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$25,568 7.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$24,536 6.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$22,092 6.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$20,116 5.71% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$16,877 4.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$14,041 3.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$13,297 3.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$12,117 3.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$10,307 2.92% of portfolio	1	-	1	-	0 Calls 0 Puts

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