☆Tekne Capital Management, LLC
Quality Q
0.543
AUM ($M)
306
Positions
6
Turnover
0.28
Top-10 wt
100%
Herfindahl
0.444
History (qtrs)
6
Excess Return
+15.7%
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Holdings · 6 positions · portfolio value $306M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GDS funds › | GDS HLDGS LTD | ADD | — | 58.7% | -27.3% | 179.5 | 5,976,818 | +925,000 | 5 | — |
| ☆ACMR funds › | ACM RESH INC | ADD | Common Stock | 30.6% | +18.7% | 93.6 | 737,500 | +22,500 | 3 | +231.3% |
| ☆BTDR funds › | BITDEER TECHNOLOGIES GROUP | NEW | — | 6.5% | +6.5% | 19.8 | 1,250,000 | +1,250,000 | 1 | -102.3% |
| ☆BIDU funds › | BAIDU INC | NEW | — | 2.4% | +2.4% | 7.4 | 65,000 | +65,000 | 1 | -93.5% |
| ☆CUSIP:G7341A129 funds › | PROEM ACQUISITION CORP I | HOLD | — | 1.6% | -0.5% | 5.0 | 500,000 | +0 | 2 | — |
| ☆DPC funds › | DPC HOLDINGS PLC | NEW | — | 0.1% | +0.1% | 0.2 | 5,000 | +5,000 | 1 | +15.7% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 306 | 6 | 0.28 | 100% | 0.444 | 0.543 | — | in |
| 2026Q1 | 237 | 3 | 0.27 | 100% | 0.754 | 0.536 | — | in |
| 2025Q4 | 280 | 4 | 0.20 | 100% | 0.445 | 0.643 | — | in |
| 2025Q3 | 354 | 5 | 0.03 | 100% | 0.524 | 0.904 | — | in |
| 2025Q2 | 287 | 4 | 0.22 | 100% | 0.493 | 0.653 | — | entered |
| 2025Q1 | 262 | 6 | 0.00 | 100% | 0.380 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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