Tekne Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Tekne Capital Management, LLC disclosed 4 US equity positions worth $280.2m in its Q4 2025 13F filing. The largest position was GDS at 62.9% of the reported book, followed by BZ and ECHO. Against the Q3 2025 filing, it opened 2 new positions, added to 0 and reduced 2 among the top 4 holdings.
What did Tekne Capital Management, LLC own in Q4 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GDS GDS HLDGS LTD | Technology | 62.9% | $176.3m | 5,051,818 | -20% | reduced |
| 2 | BZ KANZHUN LIMITED | Communication Services | 16.7% | $46.8m | 2,298,217 | -13% | reduced |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 10.3% | $28.8m | 265,000 | – | new |
| 4 | ACMR ACM RESH INC | Technology | 10.1% | $28.2m | 715,000 | – | 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.