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TenCore Partners, LP

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13F filer, CIK 1755784, NEW YORK, NY

TenCore Partners, LP reported $221,183,483 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 98.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001755784-25-000005

Period
2025-06-30
Reported value
$221M
Holdings
12
Top 10 weight
98.03%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PRMadded+167,000$2.32M

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

SecurityShares changeApprox. value
MSFTreduced-8,105-$4.03M
GOOGLreduced-21,175-$3.73M
METAreduced-4,085-$3.02M
Vreduced-5,100-$1.81M
CRMreduced-6,080-$1.66M

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, Q2 2025

Share positions as resolved from 13F-HR 0001755784-25-000005, largest first. % of portfolio is the value over $221,183,483, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,941 shares; 2024Q4: 105,941 shares; 2025Q1: 110,696 shares; 2025Q2: 102,591 shares 102,591$51M23.07%-8,105Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,967 shares; 2024Q4: 56,072 shares; 2025Q1: 58,412 shares; 2025Q2: 54,327 shares 54,327$40.1M18.13%-4,085Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,294 shares; 2024Q4: 104,785 shares; 2025Q1: 99,530 shares; 2025Q2: 99,455 shares 99,455$31.3M14.14%-75Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,681 shares; 2024Q4: 138,841 shares; 2025Q1: 131,581 shares; 2025Q2: 110,406 shares 110,406$19.5M8.8%-21,175Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,660 shares; 2024Q4: 87,824 shares; 2025Q1: 80,854 shares; 2025Q2: 75,854 shares 75,854$18.7M8.45%-5,000Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,651 shares; 2024Q4: 63,301 shares; 2025Q1: 66,171 shares; 2025Q2: 66,171 shares 66,171$15.9M7.18%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,004 shares; 2024Q4: 48,508 shares; 2025Q1: 50,693 shares; 2025Q2: 44,613 shares 44,613$12.2M5.5%-6,080Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,673 shares; 2024Q4: 48,868 shares; 2025Q1: 50,860 shares; 2025Q2: 50,860 shares 50,860$11.2M5.04%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,788 shares; 2025Q1: 3,958 shares; 2025Q2: 3,958 shares 3,958$10.3M4.68%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 315,150 shares; 2025Q2: 482,150 shares 482,150$6.71M3.03%+167,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 19,242 shares; 2025Q1: 16,504 shares; 2025Q2: 11,404 shares 11,404$4.05M1.83%-5,100Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares 206$313K0.14%0Timeline

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001755784-25-000005 base2025-08-06acceptance time not in the bulk data set