$220 Million is the total value of TenCore Partners, LP's 13 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $70,934,000 | – | 52,960 | +100.0% | 32.27% | – |
| FB | New | FACEBOOK INCcl a | $40,881,000 | – | 199,175 | +100.0% | 18.60% | – |
| AMZN | New | AMAZON COM INC | $24,650,000 | – | 13,340 | +100.0% | 11.22% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $24,604,000 | – | 116,000 | +100.0% | 11.19% | – |
| CRM | New | SALESFORCE COM INC | $21,696,000 | – | 133,400 | +100.0% | 9.87% | – |
| MELI | New | MERCADOLIBRE INC | $7,335,000 | – | 12,825 | +100.0% | 3.34% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $6,760,000 | – | 145,000 | +100.0% | 3.08% | – |
| CARG | New | CARGURUS INC | $5,383,000 | – | 153,000 | +100.0% | 2.45% | – |
| SFIX | New | STITCH FIX INC | $5,050,000 | – | 196,802 | +100.0% | 2.30% | – |
| WUBA | New | 58 COM INCspon adr rep a | $4,130,000 | – | 63,800 | +100.0% | 1.88% | – |
| ZG | New | ZILLOW GROUP INCcl a | $3,819,000 | – | 83,500 | +100.0% | 1.74% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $2,700,000 | – | 42,600 | +100.0% | 1.23% | – |
| GTX | New | GARRETT MOTION INC | $1,848,000 | – | 185,000 | +100.0% | 0.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 16 | Q3 2023 | 32.3% |
| SALESFORCE INC | 16 | Q3 2023 | 18.2% |
| META PLATFORMS INC | 16 | Q3 2023 | 18.6% |
| AMAZON COM INC | 16 | Q3 2023 | 14.0% |
| MICROSOFT CORP | 15 | Q3 2023 | 19.7% |
| HUBSPOT INC | 15 | Q3 2023 | 9.0% |
| DOORDASH INC | 12 | Q3 2023 | 9.0% |
| MERCADOLIBRE INC | 11 | Q3 2023 | 4.7% |
| ALIBABA GROUP HLDG LTD | 10 | Q1 2022 | 11.2% |
| MONDAY COM LTD | 9 | Q3 2023 | 8.5% |
View TenCore Partners, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View TenCore Partners, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.