StockDriftsStockDriftsTop 22 Tenere Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 9.89% | 77.3K | $13.5M | +51.61%(+26.32K) | $114.04(+97.58%) | 2026-03-31 | |
| META | META PLATFORMS INC | 9.42% | 22.5K | $12.9M | +287.31%(+16.66K) | $580.23(+5.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.39% | 45.1K | $11.4M | -3.64%(-1.70K) | $179.97(+66.82%) | 2026-03-31 | |
| ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | 7.7% | 8.0K | $10.5M | new | $1195.34(+25.64%) | 2026-03-31 | |
| TSM | TAIWAN SEMI ADR | 7.02% | 28.3K | $9.6M | -2.84%(-827) | $107.81(+275.07%) | 2026-03-31 | |
| GE | GENERAL ELECTRIC | 6.96% | 33.4K | $9.5M | +148.38%(+19.97K) | $299.33(-5.95%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 4.64% | 19.9K | $6.3M | +13.06%(+2.30K) | $225.47(+85.16%) | 2026-03-31 | |
| BLK | BLACKROCK FUNDING INC/DE | 4.62% | 6.6K | $6.3M | -24.77%(-2.16K) | $910.32(+18.85%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.44% | 6.6K | $6.1M | +150.38%(+3.96K) | $965.92(+4.04%) | 2026-03-31 | |
| AMAT | APPLIED MATERIALS | 4.11% | 16.4K | $5.6M | +13.39%(+1.94K) | $238.96(+82.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.83% | +36.15% |
| Top 20 Holdings Unweighted | +10.46% | +34.79% |
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