Tencore Partners, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 12Value: $190.2MLatest: 2025Q1

TenCore Partners, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "PRM",
  "META",
  "MSFT",
  "DASH",
  "TDG",
  "AMZN",
  "V",
  "WDAY",
  "MNDY",
  "CRM",
  "MELI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 12
Total Value: 190245163
Accession Number: 0001755784-25-000003
Form Type: 13F-HR
CIK: tencore-partners-lp
Manager Name: Tencore-Partners-Lp

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $190.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:110.7K

Value:$41.6M

% of Portfolio:21.8% ($41.6M/$190.2M)

Meta Platforms, Inc.

META|30303M102

Shares:58.4K

Value:$33.7M

% of Portfolio:17.7% ($33.7M/$190.2M)

monday.com Ltd.

MNDY|M7S64H106

Shares:99.5K

Value:$24.2M

% of Portfolio:12.7% ($24.2M/$190.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:131.6K

Value:$20.3M

% of Portfolio:10.7% ($20.3M/$190.2M)

Workday, Inc.

WDAY|98138H101

Shares:66.2K

Value:$15.5M

% of Portfolio:8.1% ($15.5M/$190.2M)

DoorDash, Inc.

DASH|25809K105

Shares:80.9K

Value:$14.8M

% of Portfolio:7.8% ($14.8M/$190.2M)

Salesforce, Inc.

CRM|79466L302

Shares:50.7K

Value:$13.6M

% of Portfolio:7.2% ($13.6M/$190.2M)

AMAZON COM INC

AMZN|023135106

Shares:50.9K

Value:$9.7M

% of Portfolio:5.1% ($9.7M/$190.2M)

MERCADOLIBRE INC

MELI|58733R102

Shares:4.0K

Value:$7.7M

% of Portfolio:4.1% ($7.7M/$190.2M)

VISA INC.

V|92826C839

Shares:16.5K

Value:$5.8M

% of Portfolio:3.0% ($5.8M/$190.2M)

Perimeter Solutions, Inc.

PRM|71385M107

Shares:315.1K

Value:$3.2M

% of Portfolio:1.7% ($3.2M/$190.2M)

TransDigm Group INC

TDG|893641100

Shares:206

Value:$285.0K

% of Portfolio:0.1% ($285.0K/$190.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	110.7K	QoQ +4.48% (-4.8K) YoY -28.69% (-44.5K)	All Managers (Combined)	$41.6M	21.8% ($41.6M/$190.2M)	QoQ -6.94% (-$3.1M) YoY -36.45% (-$23.8M)
Meta Platforms, Inc.(METAcusip30303M102)	58.4K	QoQ +4.17% (+2.3K) YoY -50.62% (-59.9K)	All Managers (Combined)	$33.7M	17.7% ($33.7M/$190.2M)	QoQ +2.54% (+$835.6K) YoY -41.39% (-$23.8M)
monday.com Ltd.(MNDYcusipM7S64H106)	99.5K	QoQ -5.01% (-5.3K) YoY -23.03% (-29.8K)	All Managers (Combined)	$24.2M	12.7% ($24.2M/$190.2M)	QoQ -1.90% (-$468.9K) YoY -17.14% (-$5.0M)
Alphabet Inc.(GOOGLcusip02079K305)	131.6K	QoQ -5.22% (-7.3K) YoY -53.21% (-149.7K)	All Managers (Combined)	$20.3M	10.7% ($20.3M/$190.2M)	QoQ -22.58% (-$5.9M) YoY -52.06% (-$22.1M)
Workday, Inc.(WDAYcusip98138H101)	66.2K	QoQ +4.53% (-2.9K) YoY -16.08% (-12.7K)	All Managers (Combined)	$15.5M	8.1% ($15.5M/$190.2M)	QoQ -5.39% (-$880.6K) YoY -28.15% (-$6.1M)
DoorDash, Inc.(DASHcusip25809K105)	80.9K	QoQ -7.93% (-7.0K) YoY -35.78% (-45.1K)	All Managers (Combined)	$14.8M	7.8% ($14.8M/$190.2M)	QoQ +0.30% (-$45.2K) YoY -14.78% (-$2.6M)
Salesforce, Inc.(CRMcusip79466L302)	50.7K	QoQ +4.50% (-2.2K) YoY -50.94% (-52.6K)	All Managers (Combined)	$13.6M	7.2% ($13.6M/$190.2M)	QoQ -16.11% (-$2.6M) YoY -56.28% (-$17.5M)
AMAZON COM INC(AMZNcusip023135106)	50.9K	QoQ +4.07% (-2.0K) YoY -29.98% (-21.8K)	All Managers (Combined)	$9.7M	5.1% ($9.7M/$190.2M)	QoQ -9.74% (-$1.0M) YoY -26.14% (-$3.4M)
MERCADOLIBRE INC(MELIcusip58733R102)	4.0K	QoQ +4.48% (+170) YoY -17.59% (-845)	All Managers (Combined)	$7.7M	4.1% ($7.7M/$190.2M)	QoQ +19.87% (+$1.3M) YoY +6.32% (-$459.6K)
VISA INC.(Vcusip92826C839)	16.5K	QoQ -14.22% (-2.7K) YoY -35.49% (-9.1K)	All Managers (Combined)	$5.8M	3.0% ($5.8M/$190.2M)	QoQ -4.88% (-$297.3K) YoY -18.99% (-$1.4M)
Perimeter Solutions, Inc.(PRMcusip71385M107)	315.1K	QoQ NEW(+315.1K) YoY NEW(+315.1K)	All Managers (Combined)	$3.2M	1.7% ($3.2M/$190.2M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
TransDigm Group INC(TDGcusip893641100)	206	QoQ NEW(+206) YoY NEW(+206)	All Managers (Combined)	$285.0K	0.1% ($285.0K/$190.2M)	QoQ NEW(+$285.0K) YoY NEW(+$285.0K)