Tekne Capital Management, LLC — 13F Holdings & Portfolio
CIK 1558971 · latest 13F-HR filed 2026-08-13
Tekne Capital Management, LLC manages $305.6M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GDS (43.17%), ACMR (21.59%), GDS (13.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 0, added to 1, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 16A
NEW YORK, NY 10017
$305.6M
Long-equity book
9
Distinct positions
2026-06-30
Filed 2026-08-13
+3 / −0 / ↑1 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GDS HLDGS LTD | GDS | 36165L108 | $131.9M | 43.17% | 4,393,200 | SH |
| 2 | ACM RESH INC | ACMR | 00108J109 | $66.0M | 21.59% | 520,000 | SH |
| 3 | GDS HLDGS LTD | GDS | 36165L108 | $42.1M | 13.79% | 1,403,618 | SH |
| 4 | ACM RESH INC | ACMR | 00108J109 | $27.6M | 9.03% | 217,500 | SH |
| 5 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $19.8M | 6.49% | 1,250,000 | SH |
| 6 | BAIDU INC | BIDU | 056752108 | $7.4M | 2.43% | 65,000 | SH |
| 7 | GDS HLDGS LTD | GDS | 36165L108 | $5.4M | 1.77% | 180,000 | SH |
| 8 | PROEM ACQUISITION CORP I | PAACU | G7341A129 | $5.0M | 1.65% | 500,000 | SH |
| 9 | DPC HOLDINGS PLC | DPC | G2R11M108 | $245.0K | 0.08% | 5,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $305.6M | 9 | 0000919574-26-005100 |
| 2026-03-31 | 2026-05-14 | $236.7M | 5 | 0000919574-26-003096 |
| 2025-12-31 | 2026-02-13 | $280.2M | 7 | 0000919574-26-000891 |
| 2025-09-30 | 2025-11-13 | $354.2M | 8 | 0000919574-25-006694 |