1y return−12.7%S&P 500 +20.9%
3y return+42.9%S&P 500 +68.5%
5y return−57.6%S&P 500 +74.5%
10y return+89.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $189 against $357 in the S&P 500.2
Tekne Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GDSGds Hldgs Ltd | $179.5M | 58.7% | +18.3% |
| ACMRAcm Resh Inc | $93.6M | 30.6% | +3.1% |
| Bitdeer Technologies GroupCUSIP G11448100 | $19.8M | 6.5% | New |
| BIDUBaidu Inc | $7.4M | 2.4% | New |
| Proem Acquisition Corp ICUSIP G7341A129 | $5.0M | 1.6% | |
| Dpc Holdings PLCCUSIP G2R11M108 | $245K | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Proem Acquisition Corp ICUSIP G7341A129 | March 31, 2026 | +0.9% | $5.0M |
| GDSGds Hldgs Ltd | December 31, 2021 | −36.3% | $179.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −24.8% | +14.8% |
| March 31, 2026 | +4.8% | −4.6% |
| December 31, 2025 | −11.7% | +2.4% |
| September 30, 2025 | +25.5% | +7.8% |
| June 30, 2025 | +16.8% | +10.5% |
| March 31, 2025 | +8.8% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +25.2% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −15.8% | −3.6% |
| June 30, 2023 | −12.6% | +8.3% |
| March 31, 2023 | +14.5% | +7.0% |
| December 31, 2022 | −7.4% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | −35.0% | −16.5% |
| March 31, 2022 | −26.1% | −4.9% |
| December 31, 2021 | −29.3% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tekne Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1558971&type=13F-HR&dateb=&owner=include&count=40CIK 1558971
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1558971/000091957426005100/Filed August 13, 2026 · accession 0000919574-26-005100