Tekne Capital Management, LLC
•CIK: 1558971•Filing: Q4 2025
**Tekne Capital Management, LLC** manages $280M across a concentrated portfolio of four positions. The fund exhibits a significant overweight to GDS, representing $176.3M of its total assets. Further allocations include substantial stakes in BZ ($46.8M), SATS ($28.8M), and ACMR ($28.2M). This structure suggests a highly focused, conviction-driven investment approach within its current mandate.
Total AUM
$280.2M
QoQ Performance
-20.9%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GDS
BZ
SATS
ACMR
GDS62.9%
BZ16.7%
SATS10.3%
ACMR10.1%
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023