13F HOLDINGS REPORT
TenCore Partners, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003110
Total Value
$406.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 232,880 | $79.3M | 19.49% |
| 2 | META PLATFORMS INC | META | 173,065 | $49.7M | 12.21% |
| 3 | ALPHABET INC | GOOG | 361,190 | $43.2M | 10.63% |
| 4 | SALESFORCE INC | CRM | 202,445 | $42.8M | 10.51% |
| 5 | HUBSPOT INC | HUBS | 68,522 | $36.5M | 8.96% |
| 6 | MONDAY COM LTD | MNDY | 193,835 | $33.2M | 8.16% |
| 7 | AMAZON COM INC | AMZN | 210,515 | $27.4M | 6.75% |
| 8 | WORKDAY INC | WDAY | 109,190 | $24.7M | 6.06% |
| 9 | SALESFORCE INC | CRM | 107,000 | $22.6M | 5.56% |
| 10 | DOORDASH INC | DASH | 262,555 | $20.1M | 4.93% |
| 11 | VISA INC | V | 38,875 | $9.2M | 2.27% |
| 12 | BROOKFIELD CORP | 11271J107 | 266,615 | $9.0M | 2.21% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 49,000 | $4.9M | 1.22% |
| 14 | MERCADOLIBRE INC | MELI | 3,600 | $4.3M | 1.05% |