TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 5, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 12
- 0 vs. Q2 2025
- Portfolio value
- $225.7M
- +$4.51M (+2.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 93,541 | $48.4M | 21.5% | −9,050−8.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 48,842 | $35.9M | 15.9% | −5,485−10.1% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 141,390 | $27.4M | 12.1% | +41,935+42.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 96,056 | $23.4M | 10.3% | −14,350−13.0% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 68,854 | $18.7M | 8.3% | −7,000−9.2% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 66,171 | $15.9M | 7.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 35,000 | $11.3M | 5.0% | +35,000 | New | History |
| AMZNAmazon Com Inc | Stock | 50,860 | $11.2M | 4.9% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 44,613 | $10.6M | 4.7% | 00.0% | Unchanged | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 437,150 | $9.79M | 4.3% | −45,000−9.3% | Reduced | History |
| MELIMercadolibre Inc | COM | 3,958 | $9.25M | 4.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,404 | $3.89M | 1.7% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.