Tekne Capital Management, LLC — 13F Holdings & Portfolio
CIK 1558971 · latest 13F-HR filed 2026-05-14
Tekne Capital Management, LLC manages $236.7M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GDS (59.04%), GDS (23.89%), ACMR (11.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 1, and trimmed 0.
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.
$236.7M
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-05-14
+1 / −2 / ↑1 / ↓0
vs 2025-12-31
| 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 | $139.7M | 59.04% | 3,468,200 | SH |
| 2 | GDS HLDGS LTD | GDS | 36165L108 | $56.6M | 23.89% | 1,403,618 | SH |
| 3 | ACM RESH INC | ACMR | 00108J109 | $28.1M | 11.89% | 715,000 | SH |
| 4 | GDS HLDGS LTD | GDS | 36165L108 | $7.3M | 3.06% | 180,000 | SH |
| 5 | PROEM ACQUISITION CORP I | PAACU | G7341A129 | $5.0M | 2.11% | 500,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |