Institutional Manager · CIK 0001755784
TenCore Partners, LP
NEW YORK, NY · File #028-20224
Latest AUM
$195.6M
Positions
14
Top-10 Concentration
92.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ALPHABET INC-CL A | GOOG | -38,260 | -$12.0M | +$6.7M |
| REDUCE | MICROSOFT CORP | MSFT | -9,080 | -$4.4M | -$3.2M |
| ADD | MERCADOLIBRE INC | MELI | +2,025 | +$4.1M | -$1.3M |
| REDUCE | DOORDASH INC - A | DASH | -17,100 | -$3.9M | -$3.1M |
| REDUCE | META PLATFORMS INC | META | -4,750 | -$3.1M | -$3.6M |
| ADD | SALESFORCE INC | CRM | +9,300 | +$2.5M | +$1.2M |
| REDUCE | MONDAY.COM LTD | MNDY | -13,500 | -$2.0M | -$6.5M |
| REDUCE | ELEVANCE HEALTH INC | ELV | -4,000 | -$1.4M | +$960,050 |
| REDUCE | PERIMETER SOLUTIONS INC | PRM | -42,000 | -$1.2M | +$2.2M |
| REDUCE | AMAZON.COM INC | AMZN | -4,980 | -$1.1M | +$572,176 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202514 pos · $195.6M
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $225.7M
- 13F HOLDINGS REPORTQ/E Jun 202512 pos · $221.2M
- 13F HOLDINGS REPORTQ/E Mar 202512 pos · $190.2M
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $202.7M
- 13F HOLDINGS REPORTQ/E Sep 202411 pos · $211.4M
- 13F HOLDINGS REPORTQ/E Jun 202413 pos · $259.8M
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $322.4M
- 13F HOLDINGS REPORTQ/E Dec 202316 pos · $357.8M
Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 84,461 | $40.8M | 20.88% |
| 2 | META PLATFORMS INC | META | 44,092 | $29.1M | 14.88% |
| 3 | MONDAY.COM LTD | MNDY | 127,890 | $18.9M | 9.65% |
| 4 | ALPHABET INC-CL A | GOOG | 57,796 | $18.1M | 9.25% |
| 5 | SALESFORCE INC | CRM | 53,913 | $14.3M | 7.30% |
| 6 | WORKDAY INC-CLASS A | WDAY | 66,171 | $14.2M | 7.26% |
| 7 | MERCADOLIBRE INC | MELI | 5,983 | $12.1M | 6.16% |
| 8 | DOORDASH INC - A | DASH | 51,754 | $11.7M | 5.99% |
| 9 | PERIMETER SOLUTIONS INC | PRM | 395,150 | $10.9M | 5.56% |
| 10 | ELEVANCE HEALTH INC | ELV | 31,000 | $10.9M | 5.55% |
| 11 | AMAZON.COM INC | AMZN | 45,880 | $10.6M | 5.41% |
| 12 | VISA INC-CLASS A SHARES | V | 10,304 | $3.6M | 1.85% |
| 13 | TRANSDIGM GROUP INC | TDG | 206 | $273,949 | 0.14% |
| 14 | COUPANG INC | CPNG | 10,300 | $242,977 | 0.12% |