TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 12
- 0 vs. Q4 2024
- Portfolio value
- $190.2M
- −$12.4M (−6.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 110,696 | $41.6M | 21.8% | +4,755+4.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 58,412 | $33.7M | 17.7% | +2,340+4.2% | Added | History |
| MNDYmonday.com Ltd. | SHS | 99,530 | $24.2M | 12.7% | −5,255−5.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 131,581 | $20.3M | 10.7% | −7,260−5.2% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 66,171 | $15.5M | 8.1% | +2,870+4.5% | Added | History |
| DASHDoorDash, Inc. | Stock | 80,854 | $14.8M | 7.8% | −6,970−7.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 50,693 | $13.6M | 7.2% | +2,185+4.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 50,860 | $9.68M | 5.1% | +1,992+4.1% | Added | History |
| MELIMercadolibre Inc | COM | 3,958 | $7.72M | 4.1% | +170+4.5% | Added | History |
| VVisa Inc. | Stock | 16,504 | $5.78M | 3.0% | −2,738−14.2% | Reduced | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 315,150 | $3.17M | 1.7% | +315,150 | New | History |
| TDGTransDigm Group INC | COM | 206 | $285.0K | 0.1% | +206 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.