TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 13
- −2 vs. Q3 2023
- Portfolio value
- $336.8M
- +$624.8K (+0.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 180,231 | $67.8M | 20.1% | −39,145−17.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 134,197 | $47.5M | 14.1% | −29,000−17.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 171,214 | $45.1M | 13.4% | +460+0.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 282,310 | $39.4M | 11.7% | −58,555−17.2% | Reduced | History |
| HUBSHubSpot Inc | COM | 53,099 | $30.8M | 9.2% | −11,485−17.8% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 150,194 | $28.2M | 8.4% | −16,480−9.9% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 84,592 | $23.4M | 6.9% | −18,218−17.7% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 203,780 | $20.2M | 6.0% | −22,320−9.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 113,988 | $17.3M | 5.1% | −12,605−10.0% | Reduced | History |
| VVisa Inc. | Stock | 30,206 | $7.86M | 2.3% | −3,335−9.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 3,010 | $4.73M | 1.4% | −590−16.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 40,920 | $4.26M | 1.3% | −8,080−16.5% | Reduced | History |
| EPAMEPAM Systems, Inc. | COM | 1,000 | $297.3K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.