Tekne Capital Management, LLC

CIK: 0001558971SEC EDGAR →

Portfolio Value

$280.2M

Holdings

4

As of

Q4 2025

New Positions

2

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
GDS

GDS HLDGS LTD

5,051,818$176.3M
62.93%
2
BZ

KANZHUN LIMITED

2,298,217$46.8M
16.72%
3
SATS

ECHOSTAR CORP

265,000$28.8M
10.28%
4
ACMR

ACM RESH INC

715,000$28.2M
10.07%

Quarterly Changes

Top Buys

SATSNEW
$28.8M
ACMRNEW
$28.2M

Top Sells

GDS↓ Decreased
$68.9M
STNECLOSED
$41.6M
BZ↓ Decreased
$15.1M
HEPSCLOSED
$4.3M
TONXCLOSED
$1.1M

New Positions (2)

SATS
$28.8M · 265K shares
ACMR
$28.2M · 715K shares

Closed Positions (3)

STNE
$41.6M · 2.2M shares
HEPS
$4.3M · 1.6M shares
TONX
$1.1M · 158K shares

Sector Breakdown

Sector# HoldingsValue%
Technology3$233.3M83.3%
Industrials1$46.8M16.7%