StockDriftsStockDriftsTop 5 Tekne Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GDS | GDS HLDGS LTD | 58.73% | 5.98M | $179.5M | +18.31%(+925.00K) | $20.65(+68.38%) | 2026-06-30 | |
| ACMR | ACM RESH INC | 30.62% | 737.5K | $93.6M | +3.15%(+22.50K) | $40.61(+99.95%) | 2026-06-30 | |
| BTDR | BITDEER TECHNOLOGIES GROUP | 6.49% | 1.25M | $19.8M | new | $11.88(-23.37%) | 2026-06-30 | |
| BIDU | BAIDU INC | 2.43% | 65.0K | $7.4M | new | $110.44(-5.22%) | 2026-06-30 | |
| PAACU | PROEM ACQUISITION CORP I | 1.65% | 500.0K | $5.0M | +0.00%(+0) | $10.01(+0.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.63% | +98.27% | -10.23% | -41.71% |
| Top 20 Holdings Unweighted | +26.02% | +100.16% | -5.11% | -23.06% |
Tekne Capital Management LLC reports $305.61M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are GDS (58.7%), ACMR (30.6%) and BTDR (6.5%). The top 20 holdings account for 99.92% of reported assets. Its disclosed equity book has returned +98.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tekne Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1558971). View Tekne Capital Management LLC’s 13F filings on SEC