Tekne Capital Management, LLC

Concentrated strategyContrarianQuality / disciplined sizing

Total reported value

$236.7M

Reporting period: 2026-03-31 · Number of holdings: 5

Tekne Capital Management, LLC disclosed 5 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $236.7M and a quarterly turnover rate of 41.8%.

Personality snowflake

Concentration: 100
Portfolio Stability: 41.77
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 6
Sizing Uniformity: 86.24

Recent moves

Add GDS
0.0%　$27.2M
Add ACMR
0.0%　-$71.8K
Sold out BZ
Sold out ECHO
New buy G7341A129

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 3 holdings (of 5 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GDS	Gds Holdings LTD - Adr	Stock-Other	86.00%	+23.07%	—
2	ACMR	Acm Research Inc-class A	Stock-Other	11.89%	+1.82%	—
3	✓	Proem Acquisition CORP I	Stock-Other	2.11%	+2.11%	NEW

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	5	$236.7M	42	1GDS 2ACMR3G7341A Top holdings2026-03-31 1.GDS 2.ACMR 3.G7341A
2025-12-31	7	$280.2M	59	1GDS 2BZ 3ECHO Top holdings2025-12-31 1.GDS 2.BZ 3.ECHO 4.ACMR
2025-09-30	8	$354.2M	62	1GDS 2BZ 3STNE Top holdings2025-09-30 1.GDS 2.BZ 3.STNE 4.HEPS 5.TONX
2025-06-30	7	$287.4M	0	1GDS 2BZ 3STNE Top holdings2025-06-30 1.GDS 2.BZ 3.STNE 4.HEPS
2025-03-31	9	$262.3M	100	1GDS 2BZ 3PAGS Top holdings2025-03-31 1.GDS 2.BZ 3.PAGS 4.HEPS 5.KSPI 6.N97284
2024-12-31	11	$282.6M	0	1GDS 2BZ3N97284 Top holdings2024-12-31 1.GDS 2.BZ 3.N97284 4.PAGS 5.KSPI 6.HEPS 7.SE
2024-09-30	9	$246.7M	0	1GDS 2BZ 3PAGS Top holdings2024-09-30 1.GDS 2.BZ 3.PAGS 4.KSPI 5.SE
2024-06-30	9	$190.3M	0	1GDS 2BZ 3PAGS Top holdings2024-06-30 1.GDS 2.BZ 3.PAGS 4.KSPI 5.SE
2024-03-31	21	$349.8M	0	1PAGS 2SE 3BZ Top holdings2024-03-31 1.PAGS 2.SE 3.BZ 4.KSPI 5.KWEB 6.GDS 7.DLO 8.D0A 9.XYZ 10.NFLX
2023-12-31	18	$273.9M	0	1PAGS 2SE 3BZ Top holdings2023-12-31 1.PAGS 2.SE 3.BZ 4.GDS 5.XYZ 6.D0A 7.NFLX 8.PDD 9.API
2023-09-30	20	$270.7M	0	1SE 2PAGS 3BZ Top holdings2023-09-30 1.SE 2.PAGS 3.BZ 4.GDS 5.D0A 6.NFLX 7.XYZ 8.API 9.FTCHQ
2023-06-30	21	$322.1M	0	1PAGS 2SE 3NFLX Top holdings2023-06-30 1.PAGS 2.SE 3.NFLX 4.XYZ 5.GDS 6.D0A 7.JD 8.MELI 9.PDD 10.FTCHQ
2023-03-31	21	$366.4M	0	1SE 2PAGS 3GDS Top holdings2023-03-31 1.SE 2.PAGS 3.GDS 4.NFLX 5.XYZ 6.ARCO 7.D0A 8.JD 9.MELI 10.PDD
2022-12-31	19	$297.4M	0	1PAGS 2SE 3GDS Top holdings2022-12-31 1.PAGS 2.SE 3.GDS 4.TMUS 5.NFLX 6.XYZ 7.JD 8.ARCO 9.TSM 10.MELI
2022-09-30	20	$298.2M	0	1PAGS 2TMUS 3SE Top holdings2022-09-30 1.PAGS 2.TMUS 3.SE 4.NFLX 5.GDS 6.XYZ 7.JD 8.ARCO 9.OPTU 10.CPNG
2022-06-30	22	$293.2M	0	1PAGS 2TMUS 3SE Top holdings2022-06-30 1.PAGS 2.TMUS 3.SE 4.GDS 5.XYZ 6.NFLX 7.JD 8.ARCO 9.OPTU 10.BIDU
2022-03-31	22	$473.6M	0	1SE 2PAGS 3TMUS Top holdings2022-03-31 1.SE 2.PAGS 3.TMUS 4.GDS 5.XYZ 6.NFLX 7.JD 8.ARCO 9.OPTU 10.MELI
2021-12-31	22	$489.0M	0	1SE 2PAGS 3NFLX Top holdings2021-12-31 1.SE 2.PAGS 3.NFLX 4.TMUS 5.XYZ 6.GDS 7.ARCO 8.OPTU 9.TSM 10.MELI
2021-09-30	21	$582.9M	0	1SE 2PAGS 3XYZ Top holdings2021-09-30 1.SE 2.PAGS 3.XYZ 4.NFLX 5.TMUS 6.ARCO 7.OPTU 8.MELI 9.TSM 10.GRAB
2021-06-30	22	$601.3M	88	1SE 2PAGS 3XYZ Top holdings2021-06-30 1.SE 2.PAGS 3.XYZ 4.TMUS 5.NFLX 6.OPTU 7.ARCO 8.FUTU 9.BIDU 10.TSM
2021-03-31	15	$473.3M	24	1SE 2PAGS 3XYZ Top holdings2021-03-31 1.SE 2.PAGS 3.XYZ 4.TMUS 5.NFLX 6.OPTU 7.ARCO
2020-12-31	15	$600.2M	45	1SE 2PAGS 3XYZ Top holdings2020-12-31 1.SE 2.PAGS 3.XYZ 4.OPTU 5.TMUS 6.NFLX 7.ARCO
2020-09-30	20	$532.4M	26	1SE 2GDS 3XYZ Top holdings2020-09-30 1.SE 2.GDS 3.XYZ 4.PAGS 5.NFLX 6.TMUS 7.OPTU 8.ARCO
2020-06-30	25	$479.6M	75	1SE 2GDS 3PAGS Top holdings2020-06-30 1.SE 2.GDS 3.PAGS 4.NFLX 5.XYZ 6.TMUS 7.ARCO 8.OPTU 9.TAL 10.API
2020-03-31	12	$218.4M	32	1GDS 2TMUS 3SE Top holdings2020-03-31 1.GDS 2.TMUS 3.SE 4.NFLX 5.PAGS 6.XYZ 7.ARCO 8.TAL
2019-12-31	11	$227.7M	61	1PAGS 2GDS 3SE Top holdings2019-12-31 1.PAGS 2.GDS 3.SE 4.TMUS 5.NFLX 6.ARCO 7.TAL
2019-09-30	20	$336.0M	31	1PAGS 2BABA 3TMUS Top holdings2019-09-30 1.PAGS 2.BABA 3.TMUS 4.GDS 5.META 6.SE 7.XYZ 8.NFLX 9.TTWO 10.ARCO
2019-06-30	20	$397.8M	66	1PAGS 2ADSK 3TMUS Top holdings2019-06-30 1.PAGS 2.ADSK 3.TMUS 4.BABA 5.GDS 6.META 7.SE 8.XYZ 9.TTWO 10.ARCO
2019-03-31	22	$386.0M	70	1PYPL 2ADSK 3PAGS Top holdings2019-03-31 1.PYPL 2.ADSK 3.PAGS 4.TMUS 5.GDS 6.BABA 7.META 8.MU 9.STMP 10.ZAYOEUR
2018-12-31	17	$200.8M	69	1PYPL 2TMUS 3META Top holdings2018-12-31 1.PYPL 2.TMUS 3.META 4.BABA 5.STMP 6.ADSK 7.GDS 8.28849P 9.PAGS 10.MU
2018-09-30	24	$386.3M	34	1ADSK 2TMUS 3PYPL Top holdings2018-09-30 1.ADSK 2.TMUS 3.PYPL 4.PAGS 5.BABA 6.META 7.28849P 8.STMP 9.ZAYOEUR 10.MU
2018-06-30	24	$381.2M	34	1PYPL 2ADSK 3META Top holdings2018-06-30 1.PYPL 2.ADSK 3.META 4.TMUS 5.BABA 6.28849P 7.STMP 8.PAGS 9.AVGO 10.ZAYOEUR
2018-03-31	24	$373.0M	88	1TMUS 2META 3BABA Top holdings2018-03-31 1.TMUS 2.META 3.BABA 4.ADSK 5.PYPL 6.28849P 7.STMP 8.PAGS 9.AVGO 10.VIPS
2017-12-31	25	$495.4M	31	1PYPL 2GOOGL 3BABA Top holdings2017-12-31 1.PYPL 2.GOOGL 3.BABA 4.CHTR 5.META 6.MSFT 7.28849P 8.CRM 9.STMP 10.ZAYOEUR
2017-09-30	32	$493.9M	21	1GOOGL 2PYPL 3BABA Top holdings2017-09-30 1.GOOGL 2.PYPL 3.BABA 4.META 5.MSFT 6.28849P 7.STMP 8.CRM 9.ZAYOEUR 10.CHTR
2017-06-30	32	$462.6M	53	1PYPL 2GOOGL 3BABA Top holdings2017-06-30 1.PYPL 2.GOOGL 3.BABA 4.META 5.28849P 6.CHTR 7.MSFT 8.STMP 9.CRM 10.CTRPUSD
2017-03-31	37	$555.2M	44	173935A2PYPL 3GOOGL Top holdings2017-03-31 1.73935A 2.PYPL 3.GOOGL 4.META 5.CHTR 6.28849P 7.MSFT 8.741503 9.CRM 10.BABA
2016-12-31	36	$408.6M	72	1GOOGL 2MSFT 3PYPL Top holdings2016-12-31 1.GOOGL 2.MSFT 3.PYPL 4.CHTR 5.META 6.28849P 7.741503 8.BABA 9.CCOI 10.NFLX
2016-09-30	38	$636.8M	83	1INTC 2GOOGL 3PYPL Top holdings2016-09-30 1.INTC 2.GOOGL 3.PYPL 4.MSFT 5.BIDU 6.BABA 7.CHTR 8.741503 9.CTRPUSD 10.CCOI
2016-06-30	17	$369.3M	53	1MSFT 2GOOGL 3INTC Top holdings2016-06-30 1.MSFT 2.GOOGL 3.INTC 4.PYPL 5.META 6.CHTR 7.BIDU 8.CCOI 9.28849P 10.NFLX
2016-03-31	12	$321.5M	100	1MSFT 2GOOGL 3PYPL Top holdings2016-03-31 1.MSFT 2.GOOGL 3.PYPL 4.INTC 5.CHTR 6.BIDU 7.META 8.CCOI 9.ZAYOEUR 10.DATA
2015-12-31	17	$635.4M	100	1MSFT 2INTC 3GOOGL Top holdings2015-12-31 1.MSFT 2.INTC 3.GOOGL 4.PYPL 5.NXPI 6.AMZN 7.CHTR 8.CCOI 9.META 10.NFLX
2015-09-30	15	$391.6M	72	1CHTR 2MSFT 3LBTYA Top holdings2015-09-30 1.CHTR 2.MSFT 3.LBTYA 4.NXPI 5.EXPE 6.AVGO 7.AMZN 8.38259P 9.META 10.ZBRA
2015-06-30	17	$538.1M	70	1LBTYA 2AVGO 3EBAY Top holdings2015-06-30 1.LBTYA 2.AVGO 3.EBAY 4.NXPI 5.CHTR 6.MSFT 7.EQIX 8.ZBRA 9.META 10.FLT1EUR
2015-03-31	23	$619.9M	87	1NXPI 2EBAY 3LBTYA Top holdings2015-03-31 1.NXPI 2.EBAY 3.LBTYA 4.AVGO 5.AAPL 6.EQIX 7.RXT 8.ADSK 9.META 10.ZBRA
2014-12-31	20	$534.0M	100	1LBTYA 2EBAY 3RXT Top holdings2014-12-31 1.LBTYA 2.EBAY 3.RXT 4.BIDU 5.NXPI 6.29444U 7.73172K 8.CCOI 9.ADSK 10.ZBRA
2014-09-30	39	$1.7B	87	1META 2AAPL 3RHT1EUR Top holdings2014-09-30 1.META 2.AAPL 3.RHT1EUR 4.EXPE 5.984332 6.SUNEQUSD 7.FLT1EUR 8.CHTR 9.BIDU 10.AMAT
2014-06-30	40	$2.9B	100	1AAPL 2META 3INTC Top holdings2014-06-30 1.AAPL 2.META 3.INTC 4.NOK 5.MSFT 6.428236 7.BIDU 8.EXPE 9.ORCL 10.AVGO
2014-03-31	40	$1.8B	100	1IWM 2INTC3268648 Top holdings2014-03-31 1.IWM 2.INTC 3.268648 4.TWXCHF 5.SMHUSD 6.124857 7.XXI 8.MSFT 9.38259P 10.SBAC
2013-12-31	29	$795.0M	0	1XLK 2QCOM 3IYR Top holdings2013-12-31 1.XLK 2.QCOM 3.IYR 4.INTC 5.SNDK 6.DISH 7.ADSK 8.38259P 9.IACIEUR 10.TMUS

Holding changes this quarter

Tekne Capital Management, LLC's most significant position changes for 2026-03-31: Sold out: Kanzhun LTD - Adr (BZ); Sold out: Echostar Corp-a (ECHO); New buy: Proem Acquisition CORP I.

Position changes disclosed by Tekne Capital Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GDS	Gds Holdings LTD - Adr	+23.1%	—	Unchanged
2	ACMR	Acm Research Inc-class A	+1.8%	—	Unchanged
3	BZ	Kanzhun LTD - Adr	—	EXIT	Sold out
4	ECHO	Echostar Corp-a	—	EXIT	Sold out
5	✓	Proem Acquisition CORP I	—	NEW	New buy

FAQ

What is Tekne Capital Management, LLC and what type of investor is it?

Tekne Capital Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $236.7M, spread across 5 disclosed positions.

What are Tekne Capital Management, LLC's largest equity positions?

Based on the latest 13F filing, Tekne Capital Management, LLC's top holdings by market value are: 1. Gds Holdings LTD - Adr (GDS) — $203.5M (86.0%) 2. Acm Research Inc-class A (ACMR) — $28.1M (11.9%) 3. Proem Acquisition CORP I — $5.0M (2.1%)

What changes did Tekne Capital Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Tekne Capital Management, LLC made 3 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Kanzhun LTD - Adr (BZ); Sold out: Echostar Corp-a (ECHO); New buy: Proem Acquisition CORP I

What sectors does Tekne Capital Management, LLC focus on?

Sector breakdown data is not yet available for Tekne Capital Management, LLC. Check back after the next 13F processing cycle.