13F HOLDINGS REPORT
TenCore Partners, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003883
Total Value
$357.8M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 219,376 | $69.3M | 19.36% |
| 2 | META PLATFORMS INC | META | 163,197 | $49.0M | 13.69% |
| 3 | ALPHABET INC | GOOG | 340,865 | $44.6M | 12.47% |
| 4 | SALESFORCE INC | CRM | 170,754 | $34.6M | 9.68% |
| 5 | HUBSPOT INC | HUBS | 64,584 | $31.8M | 8.89% |
| 6 | MONDAY COM LTD | MNDY | 166,674 | $26.5M | 7.42% |
| 7 | WORKDAY INC | WDAY | 102,810 | $22.1M | 6.17% |
| 8 | SALESFORCE INC | CRM | 107,000 | $21.7M | 6.06% |
| 9 | DOORDASH INC | DASH | 226,100 | $18.0M | 5.02% |
| 10 | AMAZON COM INC | AMZN | 126,593 | $16.1M | 4.50% |
| 11 | VISA INC | V | 33,541 | $7.7M | 2.16% |
| 12 | BROOKFIELD CORP | 11271J107 | 229,055 | $7.2M | 2.00% |
| 13 | MERCADOLIBRE INC | MELI | 3,600 | $4.6M | 1.28% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 49,000 | $4.3M | 1.19% |
| 15 | EPAM SYS INC | EPAM | 1,000 | $255,690 | 0.07% |
| 16 | ATLASSIAN CORPORATION | TEAM | 1,000 | $201,510 | 0.06% |