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TenCore Partners, LP

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13F filer, CIK 1755784, NEW YORK, NY

TenCore Partners, LP reported $225,692,443 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 94.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001755784-25-000007

Period
2025-09-30
Reported value
$226M
Holdings
12
Top 10 weight
94.18%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ELVnew+35,000$11.3M
MNDYadded+41,935$8.12M

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-9,050-$4.69M
METAreduced-5,485-$4.03M
GOOGLreduced-14,350-$3.49M
DASHreduced-7,000-$1.9M
PRMreduced-45,000-$1.01M

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, Q3 2025

Share positions as resolved from 13F-HR 0001755784-25-000007, largest first. % of portfolio is the value over $225,692,443, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,941 shares; 2024Q4: 105,941 shares; 2025Q1: 110,696 shares; 2025Q2: 102,591 shares; 2025Q3: 93,541 shares 93,541$48.4M21.47%-9,050Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,967 shares; 2024Q4: 56,072 shares; 2025Q1: 58,412 shares; 2025Q2: 54,327 shares; 2025Q3: 48,842 shares 48,842$35.9M15.89%-5,485Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,294 shares; 2024Q4: 104,785 shares; 2025Q1: 99,530 shares; 2025Q2: 99,455 shares; 2025Q3: 141,390 shares 141,390$27.4M12.13%+41,935Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,681 shares; 2024Q4: 138,841 shares; 2025Q1: 131,581 shares; 2025Q2: 110,406 shares; 2025Q3: 96,056 shares 96,056$23.4M10.35%-14,350Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,660 shares; 2024Q4: 87,824 shares; 2025Q1: 80,854 shares; 2025Q2: 75,854 shares; 2025Q3: 68,854 shares 68,854$18.7M8.3%-7,000Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,651 shares; 2024Q4: 63,301 shares; 2025Q1: 66,171 shares; 2025Q2: 66,171 shares; 2025Q3: 66,171 shares 66,171$15.9M7.06%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares 35,000$11.3M5.01%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,673 shares; 2024Q4: 48,868 shares; 2025Q1: 50,860 shares; 2025Q2: 50,860 shares; 2025Q3: 50,860 shares 50,860$11.2M4.95%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,004 shares; 2024Q4: 48,508 shares; 2025Q1: 50,693 shares; 2025Q2: 44,613 shares; 2025Q3: 44,613 shares 44,613$10.6M4.68%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 315,150 shares; 2025Q2: 482,150 shares; 2025Q3: 437,150 shares 437,150$9.79M4.34%-45,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,788 shares; 2025Q1: 3,958 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares 3,958$9.25M4.1%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 19,242 shares; 2025Q1: 16,504 shares; 2025Q2: 11,404 shares; 2025Q3: 11,404 shares 11,404$3.89M1.72%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TDGTRANSDIGM GROUP INC206$313Kshares

How Q3 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 0001755784-25-000007 base2025-11-05acceptance time not in the bulk data set