Tekne Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tekne Capital Management, LLC disclosed 6 US equity positions worth $305.6m in its Q2 2026 13F filing. The largest position was GDS at 58.7% of the reported book, followed by ACMR and BTDR. Against the Q1 2026 filing, it opened 3 new positions, added to 2 and reduced 0 among the top 6 holdings.
What did Tekne Capital Management, LLC own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GDS GDS HLDGS LTD | Technology | 58.7% | $179.5m | 5,976,818 | 18% | added |
| 2 | ACMR ACM RESH INC | Technology | 30.6% | $93.6m | 737,500 | 3% | added |
| 3 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 6.5% | $19.8m | 1,250,000 | – | new |
| 4 | BIDU BAIDU INC | Communication Services | 2.4% | $7.4m | 65,000 | – | new |
| 5 | PROEM ACQUISITION CORP I | 1.6% | $5.0m | 500,000 | 0% | held | |
| 6 | DPC DPC HOLDINGS PLC | Industrials | 0.1% | $245.0k | 5,000 | – | 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.