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TenCore Partners, LP

SEC CIK
0001755784
Latest filing
Aug 12, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
13
−1 vs. Q1 2021
Portfolio value
$614.5M
+$73.3M (+13.5%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of TenCore Partners, LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock49,580$121.1M19.7%−800−1.6%ReducedHistory
METAMeta Platforms, Inc.Stock281,565$97.9M15.9%−42,800−13.2%ReducedHistory
CRMSalesforce, Inc.Stock352,750$86.2M14.0%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock349,500$62.3M10.1%+180,000+106.2%AddedHistory
AMZNAmazon Com IncStock17,330$59.6M9.7%00.0%UnchangedHistory
MSFTMicrosoft CorpStock158,490$42.9M7.0%−93,000−37.0%ReducedHistory
BABAAlibaba Group Holding LtdADR188,340$42.7M7.0%−32,000−14.5%ReducedHistory
HUBSHubSpot IncCOM60,500$35.3M5.7%+25,000+70.4%AddedHistory
MELIMercadolibre IncCOM14,649$22.8M3.7%00.0%UnchangedHistory
OKTAOkta, Inc.CL A90,000$22.0M3.6%+35,000+63.6%AddedHistory
WDAYWorkday, Inc.CL A39,300$9.38M1.5%00.0%UnchangedHistory
TWTRTwitter, Inc.COM114,000$7.84M1.3%−51,000−30.9%ReducedHistory
NFLXNetflix IncStock8,400$4.44M0.7%00.0%UnchangedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of TenCore Partners, LP in Q2 2021
SecurityClassPutsCalls
METAMeta Platforms, Inc.Stock–$29.9M
MSFTMicrosoft CorpStock–$27.1M
BABAAlibaba Group Holding LtdADR–$22.7M

Sold out since Q1 2021 (1)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of TenCore Partners, LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
WWDWoodward, Inc.COM61,920$7.47M1.4%History