TenCore Partners, LP
Follow13F filer, CIK 1755784, NEW YORK, NY
TenCore Partners, LP reported $195,646,371 across 14 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 92.48% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001755784-26-000002
- Period
- 2025-12-31
- Reported value
- $196M
- Holdings
- 14
- Top 10 weight
- 92.48%
- New
- 2
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MELIadded | +2,025 | $4.08M |
| CRMadded | +9,300 | $2.46M |
| TDGnew | +206 | $274K |
| CPNGnew | +10,300 | $243K |
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 |
|---|---|---|
| GOOGLreduced | -38,260 | -$12M |
| MSFTreduced | -9,080 | -$4.39M |
| DASHreduced | -17,100 | -$3.87M |
| METAreduced | -4,750 | -$3.14M |
| MNDYreduced | -13,500 | -$1.99M |
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, Q4 2025
Share positions as resolved from 13F-HR 0001755784-26-000002, largest first. % of portfolio is the value over $195,646,371, 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 | 84,461 | $40.8M | 20.88% | -9,080 | Timeline | ||
| METAMETA PLATFORMS INC | 44,092 | $29.1M | 14.88% | -4,750 | Timeline | ||
| MNDYMONDAY COM LTD | 127,890 | $18.9M | 9.65% | -13,500 | Timeline | ||
| GOOGLALPHABET INC | 57,796 | $18.1M | 9.25% | -38,260 | Timeline | ||
| CRMSALESFORCE INC | 53,913 | $14.3M | 7.3% | +9,300 | Timeline | ||
| WDAYWORKDAY INC | 66,171 | $14.2M | 7.26% | 0 | Timeline | ||
| MELIMERCADOLIBRE INC | 5,983 | $12.1M | 6.16% | +2,025 | Timeline | ||
| DASHDOORDASH INC | 51,754 | $11.7M | 5.99% | -17,100 | Timeline | ||
| PRMPERIMETER SOLUTIONS INC | 395,150 | $10.9M | 5.56% | -42,000 | Timeline | ||
| ELVELEVANCE HEALTH INC FORMERLY | 31,000 | $10.9M | 5.55% | -4,000 | Timeline | ||
| AMZNAMAZON COM INC | 45,880 | $10.6M | 5.41% | -4,980 | Timeline | ||
| VVISA INC | 10,304 | $3.61M | 1.85% | -1,100 | Timeline | ||
| TDGTRANSDIGM GROUP INC | 206 | $274K | 0.14% | new | Timeline | ||
| CPNGCOUPANG INC | 10,300 | $243K | 0.12% | new | Timeline |
How Q4 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 0001755784-26-000002 | base | 2026-02-10 | acceptance time not in the bulk data set |