TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 15
- +2 vs. Q2 2023
- Portfolio value
- $336.1M
- −$48.1M (−12.5%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 219,376 | $69.3M | 20.6% | −13,504−5.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 163,197 | $49.0M | 14.6% | −9,868−5.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 340,865 | $44.6M | 13.3% | −20,325−5.6% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 170,754 | $34.6M | 10.3% | −31,691−15.7% | Reduced | History |
| HUBSHubSpot Inc | COM | 64,584 | $31.8M | 9.5% | −3,938−5.7% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 166,674 | $26.5M | 7.9% | −27,161−14.0% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 102,810 | $22.1M | 6.6% | −6,380−5.8% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 226,100 | $18.0M | 5.3% | −36,455−13.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 126,593 | $16.1M | 4.8% | −83,922−39.9% | Reduced | History |
| VVisa Inc. | Stock | 33,541 | $7.71M | 2.3% | −5,334−13.7% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 229,055 | $7.16M | 2.1% | −37,560−14.1% | Reduced | History |
| MELIMercadolibre Inc | COM | 3,600 | $4.56M | 1.4% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 49,000 | $4.26M | 1.3% | 00.0% | Unchanged | History |
| EPAMEPAM Systems, Inc. | COM | 1,000 | $255.7K | 0.1% | +1,000 | New | History |
| TEAMAtlassian Corp | CL A | 1,000 | $201.5K | 0.1% | +1,000 | New | 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 | – | $21.7M |