Tekne Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tekne Capital Management, LLC disclosed 4 US equity positions worth $287.4m in its Q2 2025 13F filing. The largest position was GDS at 66.6% of the reported book, followed by BZ and STNE. Against the Q1 2025 filing, it opened 1 new position, added to 1 and reduced 1 among the top 4 holdings.
What did Tekne Capital Management, LLC own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GDS GDS HLDGS LTD | Technology | 66.6% | $191.5m | 6,263,467 | 7% | added |
| 2 | BZ KANZHUN LIMITED | Communication Services | 18.2% | $52.3m | 2,930,000 | 0% | held |
| 3 | STNE STONECO LTD | Technology | 12.3% | $35.3m | 2,200,000 | – | new |
| 4 | HEPS D MARKET ELECTR SVCS & TRADI | 2.9% | $8.3m | 3,089,199 | -47% | 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.