TenCore Partners, LP
CIK: 0001755784SEC EDGAR →
Portfolio Value
$195.6M
Holdings
14
As of
Q4 2025
New Positions
14
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 84,461 | $40.8M | 20.88% |
| 2 | META PLATFORMS INC | 44,092 | $29.1M | 14.88% |
| 3 | MONDAY.COM LTD | 127,890 | $18.9M | 9.65% |
| 4 | ALPHABET INC-CL A | 57,796 | $18.1M | 9.25% |
| 5 | SALESFORCE INC | 53,913 | $14.3M | 7.30% |
| 6 | WORKDAY INC-CLASS A | 66,171 | $14.2M | 7.26% |
| 7 | MERCADOLIBRE INC | 5,983 | $12.1M | 6.16% |
| 8 | DOORDASH INC - A | 51,754 | $11.7M | 5.99% |
| 9 | PERIMETER SOLUTIONS INC | 395,150 | $10.9M | 5.56% |
| 10 | ELEVANCE HEALTH INC | 31,000 | $10.9M | 5.55% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (14)
$40.8M · 84K shares
$29.1M · 44K shares
$18.9M · 128K shares
$18.1M · 58K shares
$14.3M · 54K shares
$14.2M · 66K shares
$12.1M · 6K shares
$11.7M · 52K shares
$10.9M · 395K shares
$10.9M · 31K shares
$10.6M · 46K shares
$3.6M · 10K shares
$273K · 206 shares
$242K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $88.2M | 45.1% |
| Communication Services | 3 | $58.9M | 30.1% |
| Unknown | 2 | $12.3M | 6.3% |
| Basic Materials | 1 | $10.9M | 5.6% |
| Healthcare | 1 | $10.9M | 5.6% |
| Consumer Cyclical | 2 | $10.8M | 5.5% |
| Financial Services | 1 | $3.6M | 1.8% |