TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 12
- 0 vs. Q1 2025
- Portfolio value
- $221.2M
- +$30.9M (+16.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 102,591 | $51.0M | 23.1% | −8,105−7.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 54,327 | $40.1M | 18.1% | −4,085−7.0% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 99,455 | $31.3M | 14.1% | −75−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 110,406 | $19.5M | 8.8% | −21,175−16.1% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 75,854 | $18.7M | 8.5% | −5,000−6.2% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 66,171 | $15.9M | 7.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 44,613 | $12.2M | 5.5% | −6,080−12.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 50,860 | $11.2M | 5.0% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 3,958 | $10.3M | 4.7% | 00.0% | Unchanged | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 482,150 | $6.71M | 3.0% | +167,000+53.0% | Added | History |
| VVisa Inc. | Stock | 11,404 | $4.05M | 1.8% | −5,100−30.9% | Reduced | History |
| TDGTransDigm Group INC | COM | 206 | $313.3K | 0.1% | 00.0% | Unchanged | History |