Tenere Capital

Tenere Capital is a New York-based hedge fund with a diversified investment portfolio across seven sectors, with a strong focus on technology. As of mid-2024, the firm manages approximately $336 million in assets. Its strategy is heavily weighted toward large-cap stocks, particularly in the U.S. tech sector, with major holdings in companies like Microsoft, Apple, and Alphabet. Technology accounts for about 34% of Tenere's portfolio, with investments spanning across both new and established firms. Tenere's investment strategy primarily involves large-cap stocks, with 71% of the portfolio comprised of companies valued over $10 billion. The firm actively adjusts its positions, purchasing shares in companies like Palo Alto Networks and Broadcom while also selling stakes in others, such as Alphabet and Meta Platforms. Overall, Tenere Capital focuses on dynamic portfolio management, leveraging its expertise in technology and other high-growth sectors to maximize returns.