Tekne Capital Management, LLC
13F Reported Value
ⓘ$236.7M
Holdings
3
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tekne Capital Management, LLC disclosed 3 positions worth $236.7M in its Form 13F-HR for Q1 2026, led by $GDS (GDS Holdings Ltd) at 86.0% of the equity portfolio, followed by $ACMR. During the quarter the fund opened 1 new position and exited 2 and a full exit from $BZ. The portfolio is most concentrated in Technology (86.0% of disclosed assets). All figures are sourced directly from Tekne Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1558971.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$203.5M5,051,818 sh - 54.8#1,193
Quality
$28.1M715,000 sh PROEM ACQUISITION CORP I
—Quality
$5.0M500,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GDS Holdings Ltd$GDS | — | $203.5M | 5,051,818 |
 ACM Research, Inc.$ACMR | 54.8#1,193 | $28.1M | 715,000 |
| PROEM ACQUISITION CORP I | — | $5.0M | 500,000 |
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32-signal composite ranking on each of Tekne Capital Management, LLC's 3 positions.
Showing top 3 of 3 holdings.
Sector Allocation
Technology
$203.5M
Industrials
$28.1M
Other
$5.0M
Full Holdings — Tekne Capital Management, LLC (Q1 2026)
All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
New Positions (1)
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AI-Powered Hedge Fund Analysis: Tekne Capital Management, LLC
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