TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 13
- 0 vs. Q1 2024
- Portfolio value
- $259.8M
- −$62.6M (−19.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 1,036 | $351.2K | 0.1% | +1,036 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 68,170 | $4.39M | 1.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 23,051 | $6.05M | 2.3% | −2,535−9.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,814 | $7.91M | 3.0% | +11+0.2% | Added | History |
| HUBSHubSpot Inc | COM | 15,092 | $8.90M | 3.4% | −18,532−55.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 65,493 | $12.7M | 4.9% | −7,145−9.8% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 116,535 | $12.7M | 4.9% | −9,385−7.5% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 83,336 | $18.6M | 7.2% | +4,480+5.7% | Added | History |
| CRMSalesforce, Inc. | Stock | 105,554 | $27.1M | 10.4% | +2,220+2.1% | Added | History |
| MNDYmonday.com Ltd. | SHS | 115,214 | $27.7M | 10.7% | −14,100−10.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 176,821 | $32.2M | 12.4% | −104,415−37.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 85,232 | $43.0M | 16.5% | −33,075−28.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 130,271 | $58.2M | 22.4% | −24,970−16.1% | Reduced | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.