TenCore Partners, LP - Q3 2023 holdings

$358 Million is the total value of TenCore Partners, LP's 16 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.3% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$69,267,972
-12.7%
219,376
-5.8%
19.36%
-0.7%
FB SellMETA PLATFORMS INCcl a$48,993,371
-1.4%
163,197
-5.7%
13.69%
+12.1%
GOOGL SellALPHABET INCcap stk cl a$44,605,594
+3.2%
340,865
-5.6%
12.46%
+17.3%
CRM SellSALESFORCE INC$34,625,496
-19.0%
170,754
-15.7%
9.68%
-8.0%
HUBS SellHUBSPOT INC$31,807,620
-12.8%
64,584
-5.7%
8.89%
-0.8%
MNDY SellMONDAY COM LTD$26,537,834
-20.0%
166,674
-14.0%
7.42%
-9.1%
WDAY SellWORKDAY INCcl a$22,088,729
-10.4%
102,810
-5.8%
6.17%
+1.8%
CRM  SALESFORCE INCcall$21,697,460
-4.0%
107,0000.0%6.06%
+9.1%
DASH SellDOORDASH INCcl a$17,968,167
-10.4%
226,100
-13.9%
5.02%
+1.8%
AMZN SellAMAZON COM INC$16,092,502
-41.4%
126,593
-39.9%
4.50%
-33.3%
V SellVISA INC$7,714,765
-16.4%
33,541
-13.7%
2.16%
-5.0%
SellBROOKFIELD CORPcl a ltd vt sh$7,162,132
-20.2%
229,055
-14.1%
2.00%
-9.3%
MELI  MERCADOLIBRE INC$4,564,368
+7.0%
3,6000.0%1.28%
+21.8%
TSM  TAIWAN SEMICONDUCTOR MFG LTDsponsored ads$4,258,100
-13.9%
49,0000.0%1.19%
-2.1%
EPAM NewEPAM SYS INC$255,6901,000
+100.0%
0.07%
NewATLASSIAN CORPORATIONcl a$201,5101,000
+100.0%
0.06%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ALPHABET INC16Q3 202332.3%
SALESFORCE INC16Q3 202318.2%
META PLATFORMS INC16Q3 202318.6%
AMAZON COM INC16Q3 202314.0%
MICROSOFT CORP15Q3 202319.7%
HUBSPOT INC15Q3 20239.0%
DOORDASH INC12Q3 20239.0%
MERCADOLIBRE INC11Q3 20234.7%
ALIBABA GROUP HLDG LTD10Q1 202211.2%
MONDAY COM LTD9Q3 20238.5%

View TenCore Partners, LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View TenCore Partners, LP's complete filings history.

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