TenCore Partners, LP
CIK: 0001755784SEC EDGAR →
Portfolio Value
$195.6B
Holdings
14
As of
Q4 2025
New Positions
14
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 84,461 | $40.8B | 20.88% |
| 2 | META PLATFORMS INC | 44,092 | $29.1B | 14.88% |
| 3 | MONDAY.COM LTD | 127,890 | $18.9B | 9.65% |
| 4 | ALPHABET INC-CL A | 57,796 | $18.1B | 9.25% |
| 5 | SALESFORCE INC | 53,913 | $14.3B | 7.30% |
| 6 | WORKDAY INC-CLASS A | 66,171 | $14.2B | 7.26% |
| 7 | MERCADOLIBRE INC | 5,983 | $12.1B | 6.16% |
| 8 | DOORDASH INC - A | 51,754 | $11.7B | 5.99% |
| 9 | PERIMETER SOLUTIONS INC | 395,150 | $10.9B | 5.56% |
| 10 | ELEVANCE HEALTH INC | 31,000 | $10.9B | 5.55% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (14)
$40.8B · 84K shares
$29.1B · 44K shares
$18.9B · 128K shares
$18.1B · 58K shares
$14.3B · 54K shares
$14.2B · 66K shares
$12.1B · 6K shares
$11.7B · 52K shares
$10.9B · 395K shares
$10.9B · 31K shares
$10.6B · 46K shares
$3.6B · 10K shares
$273.0M · 206 shares
$242.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $88.2B | 45.1% |
| Communication Services | 3 | $58.9B | 30.1% |
| Unknown | 2 | $12.3B | 6.3% |
| Basic Materials | 1 | $10.9B | 5.6% |
| Healthcare | 1 | $10.9B | 5.6% |
| Consumer Cyclical | 2 | $10.8B | 5.5% |
| Financial Services | 1 | $3.6B | 1.8% |