TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 13
- 0 vs. Q4 2023
- Portfolio value
- $322.4M
- −$14.4M (−4.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 155,241 | $65.4M | 20.3% | −24,990−13.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 118,307 | $57.4M | 17.8% | −15,890−11.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 281,236 | $42.4M | 13.2% | −1,074−0.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 103,334 | $31.1M | 9.7% | −67,880−39.6% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 129,314 | $29.2M | 9.1% | −20,880−13.9% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 78,856 | $21.5M | 6.7% | −5,736−6.8% | Reduced | History |
| HUBSHubSpot Inc | COM | 33,624 | $21.1M | 6.5% | −19,475−36.7% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 125,920 | $17.3M | 5.4% | −77,860−38.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 72,638 | $13.1M | 4.1% | −41,350−36.3% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,803 | $7.26M | 2.3% | +1,793+59.6% | Added | History |
| VVisa Inc. | Stock | 25,586 | $7.14M | 2.2% | −4,620−15.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 40,920 | $5.57M | 1.7% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 68,170 | $3.82M | 1.2% | +68,170 | New | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.