TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 14
- +2 vs. Q3 2025
- Portfolio value
- $195.6M
- −$30.0M (−13.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 84,461 | $40.8M | 20.9% | −9,080−9.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 44,092 | $29.1M | 14.9% | −4,750−9.7% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 127,890 | $18.9M | 9.6% | −13,500−9.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 57,796 | $18.1M | 9.2% | −38,260−39.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 53,913 | $14.3M | 7.3% | +9,300+20.8% | Added | History |
| WDAYWorkday, Inc. | CL A | 66,171 | $14.2M | 7.3% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 5,983 | $12.1M | 6.2% | +2,025+51.2% | Added | History |
| DASHDoorDash, Inc. | Stock | 51,754 | $11.7M | 6.0% | −17,100−24.8% | Reduced | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 395,150 | $10.9M | 5.6% | −42,000−9.6% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 31,000 | $10.9M | 5.6% | −4,000−11.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 45,880 | $10.6M | 5.4% | −4,980−9.8% | Reduced | History |
| VVisa Inc. | Stock | 10,304 | $3.61M | 1.8% | −1,100−9.6% | Reduced | History |
| TDGTransDigm Group INC | COM | 206 | $273.9K | 0.1% | +206 | New | History |
| CPNGCoupang, Inc. | CL A | 10,300 | $243.0K | 0.1% | +10,300 | New | History |