Tekne Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Tekne Capital Management, LLC disclosed 5 US equity positions worth $354.2m in its Q3 2025 13F filing. The largest position was GDS at 69.2% of the reported book, followed by BZ and STNE. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 2 among the top 5 holdings.
What did Tekne Capital Management, LLC own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GDS GDS HLDGS LTD | Technology | 69.2% | $245.2m | 6,336,456 | 1% | added |
| 2 | BZ KANZHUN LIMITED | Communication Services | 17.5% | $61.9m | 2,650,000 | -10% | reduced |
| 3 | STNE STONECO LTD | Technology | 11.7% | $41.6m | 2,200,000 | 0% | held |
| 4 | HEPS D MARKET ELECTR SVCS & TRADI | 1.2% | $4.3m | 1,611,112 | -48% | reduced | |
| 5 | TONX TON STRATEGY CO | 0.3% | $1.1m | 157,810 | – | new |
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.