TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 11
- −2 vs. Q2 2024
- Portfolio value
- $211.4M
- −$48.4M (−18.6%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 107,941 | $46.4M | 22.0% | −22,330−17.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 62,967 | $36.0M | 17.0% | −22,265−26.1% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 96,294 | $26.7M | 12.7% | −18,920−16.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 147,681 | $24.5M | 11.6% | −29,140−16.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 71,004 | $19.4M | 9.2% | −34,550−32.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 69,651 | $17.0M | 8.1% | −13,685−16.4% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 97,660 | $13.9M | 6.6% | −18,875−16.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 52,673 | $9.81M | 4.6% | −12,820−19.6% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,012 | $8.23M | 3.9% | −802−16.7% | Reduced | History |
| VVisa Inc. | Stock | 19,266 | $5.30M | 2.5% | −3,785−16.4% | Reduced | History |
| ENFNEnfusion, Inc. | CL A | 414,982 | $3.94M | 1.9% | +414,982 | New | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.