Tenere Capital LLC
NEW YORK NY · SEC CIK 0001849517
$1.36亿2026Q1 申报市值
22持仓数
67.2%前十大占比 · 第一大 9.9%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ASML 新建仓+$1,050.06万
META 加仓+$953.40万
GE 加仓+$566.80万
INTC 新建仓+$489.68万
SHOP 新建仓+$486.15万
2026Q1 卖出最多 按季末市值估算
DHR 清仓-$793.16万
IQV 清仓-$387.93万
GS 减仓-$349.82万
AMZN 减仓-$336.46万
V 减仓-$300.31万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -34,648 | -100.0% | -$793.16万 | 清仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HOLDINGS INC | $0 | 0.00% | 0 | -17,210 | -100.0% | -$387.93万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -4,579 | -100.0% | -$135.54万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $80.71万 | 0.59% | 57,984 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC -CLASS A | $206.58万 | 1.51% | 11,831 | -8,125 | -40.7% | -$141.87万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $267.08万 | 1.96% | 7,215 | -1,775 | -19.7% | -$65.71万 | 减仓 |
| AMZN | AMAZON.COM INC | $322.51万 | 2.36% | 15,485 | -16,155 | -51.1% | -$336.46万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A COMMON STOCK | $367.19万 | 2.69% | 12,769 | -8,928 | -41.1% | -$256.73万 | 减仓 |
| CSX | CSX CORP | $383.09万 | 2.81% | 93,323 | 93,323 | — | $383.09万 | 新建仓 |
| GEV | GE VERNOVA LLC | $421.52万 | 3.09% | 4,829 | -414 | -7.9% | -$36.14万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $432.69万 | 3.17% | 14,316 | -9,936 | -41.0% | -$300.31万 | 减仓 |
| SHOP | SHOPIFY INC - CLASS A | $486.15万 | 3.56% | 40,984 | 40,984 | — | $486.15万 | 新建仓 |
| GS | GOLDMAN SACHS | $489.24万 | 3.59% | 5,783 | -4,135 | -41.7% | -$349.82万 | 减仓 |
| INTC | INTEL CORP | $489.68万 | 3.59% | 110,962 | 110,962 | — | $489.68万 | 新建仓 |
| CAT | CATERPILLAR INC | $526.31万 | 3.86% | 7,429 | 978 | 15.2% | $69.29万 | 加仓 |
| AMAT | APPLIED MATERIALS | $561.12万 | 4.11% | 16,417 | 1,939 | 13.4% | $66.27万 | 加仓 |
| LLY | ELI LILLY & CO | $606.13万 | 4.44% | 6,590 | 3,958 | 150.4% | $364.04万 | 加仓 |
| BLK | BLACKROCK FUNDING INC/DE | $630.30万 | 4.62% | 6,554 | -2,158 | -24.8% | -$207.54万 | 减仓 |
| ADI | ANALOG DEVICES | $633.35万 | 4.64% | 19,908 | 2,299 | 13.1% | $73.14万 | 加仓 |
| GE | GENERAL ELECTRIC | $948.78万 | 6.96% | 33,435 | 19,974 | 148.4% | $566.80万 | 加仓 |
| TSM | TAIWAN SEMI ADR | $957.68万 | 7.02% | 28,338 | -827 | -2.8% | -$27.95万 | 减仓 |
| ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $1,050.06万 | 7.70% | 7,950 | 7,950 | — | $1,050.06万 | 新建仓 |
| AAPL | APPLE INC | $1,143.60万 | 8.39% | 45,061 | -1,701 | -3.6% | -$43.17万 | 减仓 |
| META | META PLATFORMS INC | $1,285.23万 | 9.42% | 22,464 | 16,664 | 287.3% | $953.40万 | 加仓 |
| NVDA | NVIDIA CORP | $1,348.30万 | 9.89% | 77,311 | 26,316 | 51.6% | $458.95万 | 加仓 |