TenCore Partners, LP
Follow13F filer, CIK 1755784, NEW YORK, NY
TenCore Partners, LP reported $190,245,163 across 12 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 98.18% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001755784-25-000003
- Period
- 2025-03-31
- Reported value
- $190M
- Holdings
- 12
- Top 10 weight
- 98.18%
- New
- 2
- Sold out
- 2
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PRMnew | +315,150 | $3.17M |
| MSFTadded | +4,755 | $1.78M |
| METAadded | +2,340 | $1.35M |
| WDAYadded | +2,870 | $670K |
| CRMadded | +2,185 | $586K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ENFUSION INCexited | -339,982 | -$3.5M |
| MNDYreduced | -5,255 | -$1.28M |
| DASHreduced | -6,970 | -$1.27M |
| GOOGLreduced | -7,260 | -$1.12M |
| Vreduced | -2,738 | -$960K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001755784-25-000003, largest first. % of portfolio is the value over $190,245,163, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 110,696 | $41.6M | 21.84% | +4,755 | Timeline | ||
| METAMETA PLATFORMS INC | 58,412 | $33.7M | 17.7% | +2,340 | Timeline | ||
| MNDYMONDAY COM LTD | 99,530 | $24.2M | 12.72% | -5,255 | Timeline | ||
| GOOGLALPHABET INC | 131,581 | $20.3M | 10.7% | -7,260 | Timeline | ||
| WDAYWORKDAY INC | 66,171 | $15.5M | 8.12% | +2,870 | Timeline | ||
| DASHDOORDASH INC | 80,854 | $14.8M | 7.77% | -6,970 | Timeline | ||
| CRMSALESFORCE INC | 50,693 | $13.6M | 7.15% | +2,185 | Timeline | ||
| AMZNAMAZON COM INC | 50,860 | $9.68M | 5.09% | +1,992 | Timeline | ||
| MELIMERCADOLIBRE INC | 3,958 | $7.72M | 4.06% | +170 | Timeline | ||
| VVISA INC | 16,504 | $5.78M | 3.04% | -2,738 | Timeline | ||
| PRMPERIMETER SOLUTIONS INC | 315,150 | $3.17M | 1.67% | new | Timeline | ||
| TDGTRANSDIGM GROUP INC | 206 | $285K | 0.15% | new | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ENFUSION INCENFUSION INC | 339,982 | $3.5M | shares |
| VEEVVEEVA SYS INC | 1,000 | $210K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001755784-25-000003 | base | 2025-05-15 | acceptance time not in the bulk data set |