Q2 2026 13F · SEC CIK 1558971
Tekne Capital Management, LLC
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $305.6M
- Reported positions
- 6
- Top holdings a year, 3 yrs
- +33.3%
- Assets under management
- $1.4B
Tekne Capital Management, LLC is a hedge fund that reported 6 positions worth $305.6M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Gds Hldgs Ltd (GDS, 58.7%), Acm Research Inc (ACMR, 30.6%), Bitdeer Technologies Group-A (BTDR, 6.5%). A portfolio copying its top holdings returned 33.3% a year over the last 3 years, against 20.4% for the S&P 500.
Tekne Capital Management, LLC holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q3 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GDSGds Hldgs Ltd | 58.7% | -5.7% | $179.5M |
| ACMRAcm Research Inc | 30.6% | — | $93.6M |
| BTDRBitdeer Technologies Group-A | 6.5% | — | $19.8M |
| BIDUBaidu Inc Ads | 2.4% | — | $7.4M |
| PAACUProem Acquisition Corp I | 1.6% | — | $5.0M |
| DPCDpc Holdings PLC | 0.1% | — | $245K |
What Tekne Capital Management, LLC bought and sold in Q2 2026, against Q3 2025.
New positions
- ACMR Acm Research Inc30.6% of 13F
- BTDR Bitdeer Technologies Group-A6.5% of 13F
- BIDU Baidu Inc Ads2.4% of 13F
- PAACU Proem Acquisition Corp I1.6% of 13F
- DPC Dpc Holdings PLC0.1% of 13F
Added to
No position grew by more than 5%.
Reduced
- GDS Gds Hldgs Ltd-5.7% shares
Sold out
- BZ Kanzhun Limitedwas 17.5%
- STNE Stoneco Ltdwas 11.7%
- HEPS D Market Electr Svcs & Tradiwas 1.2%
- TONX TON Strategy Cowas 0.3%
Share counts compared with the Q3 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.2% /yr
- S&P 500 +20.2%
- 3 years
- +33.3% /yr
- S&P 500 +20.4%
- 5 years
- -10.7% /yr
- S&P 500 +11.2%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $305.6M | 6 |
| Q3 2025 | $354.2M | 5 |
| Q1 2025 | $262.3M | 6 |
| Q4 2024 | $282.6M | 7 |
| Q3 2024 | $246.7M | 5 |
| Q2 2024 | $190.3M | 5 |
| Q1 2024 | $349.8M | 11 |
| Q4 2023 | $273.9M | 9 |
| Q3 2023 | $270.7M | 9 |
| Q2 2023 | $322.1M | 11 |
| Q1 2023 | $366.4M | 12 |
| Q4 2022 | $297.4M | 11 |
Questions about Tekne Capital Management, LLC's portfolio
What stocks does Tekne Capital Management, LLC own?
Tekne Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 6 positions worth $305.6M. The largest are Gds Hldgs Ltd (GDS) at 58.7%, Acm Research Inc (ACMR) at 30.6%, Bitdeer Technologies Group-A (BTDR) at 6.5%, Baidu Inc Ads (BIDU) at 2.4% and Proem Acquisition Corp I (PAACU) at 1.6%.
What did Tekne Capital Management, LLC buy last quarter?
In Q2 2026, Tekne Capital Management, LLC added a new position in Acm Research Inc (ACMR), a new position in Bitdeer Technologies Group-A (BTDR), a new position in Baidu Inc Ads (BIDU), a new position in Proem Acquisition Corp I (PAACU) and a new position in Dpc Holdings PLC (DPC), compared with its Q3 2025 filing.
What did Tekne Capital Management, LLC sell last quarter?
In Q2 2026, Tekne Capital Management, LLC sold all of Kanzhun Limited (BZ), sold all of Stoneco Ltd (STNE), sold all of D Market Electr Svcs & Tradi (HEPS), sold all of TON Strategy Co (TONX) and Gds Hldgs Ltd (GDS) (-5.7% shares), compared with its Q3 2025 filing.
How has Tekne Capital Management, LLC's portfolio performed?
A portfolio copying Tekne Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +33.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.2% against +20.2%. Over 5 years: -10.7% a year against +11.2%.
When is Tekne Capital Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Tekne Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Tekne Capital Management, LLC manage?
Tekne Capital Management, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $305.6M.