2026 Q2 Portfolio Activity
In 2026 Q2, Tekne Capital Management, LLC maintained a portfolio of 6 distinct positions. The most significant new addition was BITDEER TECHNOLOGIES GROUP, now representing 6.49% of the total fund value. They heavily accumulated shares in GDS HLDGS LTD, increasing the position by 18.3%. Conversely, Tekne Capital Management, LLC completely exited their position in PROEM ACQUISITION CORP I.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
GDS (58.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Tekne Capital Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GDS
GDS HLDGS LTD
|
Technology | 58.73% | 86.00% |
#1
Prev: #1
|
8.0 |
—
|
925,000 | 18.3% |
P
S
|
5,976,818 | $179,482,000 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ACMR
ACM RESH INC
|
Technology | 30.62% | 11.89% |
#2
Prev: #2
|
6.0 |
—
|
22,500 | 3.1% |
P
S
|
737,500 | $93,580,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BTDR
BITDEER TECHNOL...
|
Technology | 6.49% | — |
#3
Prev: #—
|
7.1 |
—
|
1,250,000 | — |
NEW
|
1,250,000 | $19,837,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BIDU
BAIDU INC
|
Communication Services | 2.43% | — |
#4
Prev: #—
|
5.0 |
—
|
65,000 | — |
NEW
|
65,000 | $7,428,000 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
PROEM ACQUISITI...
|
|
Unknown | 1.65% | 2.11% |
#5
2
Prev: #3
|
2.2 |
—
|
no change | no change |
P
S
|
500,000 | $5,040,000 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
N/A
DPC HOLDINGS PL...
|
|
Unknown | 0.08% | — |
#6
Prev: #—
|
3.5 |
—
|
5,000 | — |
NEW
|
5,000 | $245,000 | — | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-6 of 6 holdings