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TenCore Partners, LP

SEC CIK
0001755784
Latest filing
Aug 12, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
9
−1 vs. Q1 2022
Portfolio value
$385.8M
−$133.3M (−25.7%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of TenCore Partners, LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock42,990$93.7M24.3%+725+1.7%AddedHistory
CRMSalesforce, Inc.Stock377,965$62.4M16.2%+39,480+11.7%AddedHistory
MSFTMicrosoft CorpStock229,525$58.9M15.3%+3,845+1.7%AddedHistory
AMZNAmazon Com IncStock452,000$48.0M12.4%+55,500+14.0%AddedConverted for a 20-for-1 splitHistory
METAMeta Platforms, Inc.Stock226,260$36.5M9.5%+31,585+16.2%AddedHistory
MNDYmonday.com Ltd.SHS258,405$26.7M6.9%+4,320+1.7%AddedHistory
HUBSHubSpot IncCOM78,982$23.7M6.2%+17,740+29.0%AddedHistory
DASHDoorDash, Inc.Stock360,320$23.1M6.0%+6,030+1.7%AddedHistory
SHOPShopify Inc.Stock409,400$12.8M3.3%+97,550+31.3%AddedConverted for a 10-for-1 splitHistory

Options (4)

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 2022
SecurityClassPutsCalls
MSFTMicrosoft CorpStock–$25.7M
CRMSalesforce, Inc.Stock–$17.7M
METAMeta Platforms, Inc.Stock–$13.9M
BABAAlibaba Group Holding LtdADR–$11.4M

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of TenCore Partners, LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
BABAAlibaba Group Holding LtdADR187,252$20.4M3.9%History