Tekne Capital Management
NEW YORK, NYfiles as Tekne Capital Management, LLC
$306m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 27.7% of the portfolio this quarter.
Value
$306m
Stocks
6
Top 10 share
100.0%
Turnover
27.7%
What changed this quarter
New
Bought for the first time this quarter.
- Bitdeer Technologies GroupBTDR6.5% of the fund
- BaiduBIDU2.4% of the fund
- DPC HoldingsDPC<0.1% of the fund
Added
Bought more of a stock they already held.
- GDS HldgsGDS58.7% of the fund+18%
- ACM ResearchACMR30.6% of the fund+3%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- GDS HldgsGDS
- Share
- 58.7%
- Value
- $179m
- Shares
- 5,976,818
+18%
- BaiduBIDU
- Share
- 2.4%
- Value
- $7m
- Shares
- 65,000
New
- Proem Acquisition Corp IPAACU
- Share
- 1.6%
- Value
- $5m
- Shares
- 500,000
Held
- DPC HoldingsDPC
- Share
- <0.1%
- Value
- $245,000
- Shares
- 5,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| GDS HldgsGDS | 58.7% | $179m | 5,976,818 | +18% |
| ACM ResearchACMR | 30.6% | $94m | 737,500 | +3% |
| Bitdeer Technologies GroupBTDR | 6.5% | $20m | 1,250,000 | New |
| BaiduBIDU | 2.4% | $7m | 65,000 | New |
| Proem Acquisition Corp IPAACU | 1.6% | $5m | 500,000 | Held |
| DPC HoldingsDPC | <0.1% | $245,000 | 5,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 6.3% since 30 June 2025.
Where the money is
Industrials30.6%
Financial services6.5%
Materials0.1%
Other62.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.