TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 13
- +5 vs. Q1 2023
- Portfolio value
- $384.2M
- +$38.3M (+11.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 3,600 | $4.26M | 1.1% | +3,600 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 49,000 | $4.95M | 1.3% | +49,000 | New | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 266,615 | $8.98M | 2.3% | +266,615 | New | History |
| VVisa Inc. | Stock | 38,875 | $9.23M | 2.4% | +38,875 | New | History |
| DASHDoorDash, Inc. | Stock | 262,555 | $20.1M | 5.2% | −13,380−4.8% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 109,190 | $24.7M | 6.4% | +109,190 | New | History |
| AMZNAmazon Com Inc | Stock | 210,515 | $27.4M | 7.1% | −224,560−51.6% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 193,835 | $33.2M | 8.6% | −10,070−4.9% | Reduced | History |
| HUBSHubSpot Inc | COM | 68,522 | $36.5M | 9.5% | −1,165−1.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 202,445 | $42.8M | 11.1% | −11,935−5.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 361,190 | $43.2M | 11.3% | −337,440−48.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 173,065 | $49.7M | 12.9% | −8,905−4.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 232,880 | $79.3M | 20.6% | −12,035−4.9% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| CRMSalesforce, Inc. | Stock | – | $22.6M |