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Tekne Capital Management, LLC 13F holdings, Q4 2024

Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →

Tekne Capital Management, LLC disclosed 7 US equity positions worth $282.6m in its Q4 2024 13F filing. The largest position was GDS at 52.1% of the reported book, followed by BZ and NBIS. Against the Q3 2024 filing, it opened 2 new positions, added to 0 and reduced 3 among the top 7 holdings.

← Q3 2024 · Q1 2025 →

What did Tekne Capital Management, LLC own in Q4 2024? Top 7 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2024
1 GDS GDS HLDGS LTD Technology 52.1%$147.2m6,194,521 0% held
2 BZ KANZHUN LIMITED Communication Services 15.6%$44.2m3,200,000 -8% reduced
3 NBIS NEBIUS GROUP N.V. Communication Services 9.1%$25.6m925,000 – new
4 PAGS PAGSEGURO DIGITAL LTD Technology 8.0%$22.7m3,633,285 -6% reduced
5 KSPI KASPI KZ JSC 7.5%$21.3m224,500 0% held
6 HEPS D MARKET ELECTR SVCS & TRADI 6.6%$18.8m6,200,000 – new
7 SE SEA LTD Consumer Cyclical 1.0%$2.8m26,684 -8% reduced

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.