Tenere Capital LLC
NEW YORK NY · SEC CIK 0001849517
$1.26亿2026Q2 申报市值
23持仓数
60.1%前十大占比 · 第一大 10.6%
7 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HLT 新建仓+$641.95万
MTN 新建仓+$554.46万
CSCO 新建仓+$524.78万
TMO 新建仓+$457.59万
UNH 新建仓+$379.14万
2026Q2 卖出最多 按季末市值估算
ASML 减仓-$1,291.94万
META 减仓-$926.11万
TSM 减仓-$768.41万
AAPL 减仓-$756.27万
BLK 清仓-$630.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1,335.26万 | 10.61% | 66,733 | -10,578 | -13.7% | -$211.66万 | 减仓 |
| GE | GENERAL ELECTRIC | $986.76万 | 7.84% | 26,403 | -7,032 | -21.0% | -$262.81万 | 减仓 |
| GS | GOLDMAN SACHS | $786.24万 | 6.25% | 7,774 | 1,991 | 34.4% | $201.36万 | 加仓 |
| CSX | CSX CORP | $762.71万 | 6.06% | 160,470 | 67,147 | 72.0% | $319.15万 | 加仓 |
| AMAT | APPLIED MATERIALS | $747.00万 | 5.93% | 10,332 | -6,085 | -37.1% | -$439.95万 | 减仓 |
| HLT | HILTON INC | $641.95万 | 5.10% | 19,426 | 19,426 | — | $641.95万 | 新建仓 |
| V | VISA INC-CLASS A SHARES | $621.13万 | 4.93% | 18,104 | 3,788 | 26.5% | $129.96万 | 加仓 |
| TSM | TAIWAN SEMI ADR | $584.93万 | 4.65% | 12,248 | -16,090 | -56.8% | -$768.41万 | 减仓 |
| MTN | VAIL RESORTS | $554.46万 | 4.40% | 40,724 | 40,724 | — | $554.46万 | 新建仓 |
| GOOGL | ALPHABET INC CLASS A COMMON STOCK | $548.06万 | 4.35% | 15,336 | 2,567 | 20.1% | $91.74万 | 加仓 |
| AAPL | APPLE INC | $547.61万 | 4.35% | 18,925 | -26,136 | -58.0% | -$756.27万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $524.78万 | 4.17% | 44,677 | 44,677 | — | $524.78万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC. | $457.59万 | 3.63% | 9,127 | 9,127 | — | $457.59万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $457.51万 | 3.63% | 22,805 | -6,903 | -23.2% | -$138.49万 | 重新持有 |
| LLY | ELI LILLY & CO | $436.83万 | 3.47% | 3,642 | -2,948 | -44.7% | -$353.59万 | 减仓 |
| AMZN | AMAZON.COM INC | $411.66万 | 3.27% | 17,272 | 1,787 | 11.5% | $42.59万 | 加仓 |
| UNH | UNITEDHEALTH GRP | $379.14万 | 3.01% | 9,122 | 9,122 | — | $379.14万 | 新建仓 |
| META | META PLATFORMS INC | $339.27万 | 2.70% | 6,023 | -16,441 | -73.2% | -$926.11万 | 减仓 |
| EQIX | EQUINIX INC | $312.51万 | 2.48% | 2,998 | 2,998 | — | $312.51万 | 新建仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $296.72万 | 2.36% | 18,896 | 18,896 | — | $296.72万 | 新建仓 |
| SHOP | SHOPIFY INC - CLASS A | $293.34万 | 2.33% | 25,691 | -15,293 | -37.3% | -$174.62万 | 减仓 |
| ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $289.66万 | 2.30% | 1,456 | -6,494 | -81.7% | -$1,291.94万 | 减仓 |
| ADI | ANALOG DEVICES | $273.61万 | 2.17% | 6,889 | -13,019 | -65.4% | -$517.08万 | 减仓 |
| BLK | BLACKROCK FUNDING INC/DE | $0 | 0.00% | 0 | -6,554 | -100.0% | -$630.30万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -7,429 | -100.0% | -$526.31万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -110,962 | -100.0% | -$489.68万 | 清仓 |
| GEV | GE VERNOVA LLC | $0 | 0.00% | 0 | -4,829 | -100.0% | -$421.52万 | 清仓 |
| MSFT | MICROSOFT CORPORATION | $0 | 0.00% | 0 | -7,215 | -100.0% | -$267.08万 | 清仓 |
| COIN | COINBASE GLOBAL INC -CLASS A | $0 | 0.00% | 0 | -11,831 | -100.0% | -$206.58万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -57,984 | -100.0% | -$80.71万 | 清仓 |