$248 Million is the total value of TenCore Partners, LP's 12 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $65,894,000 | -7.1% | 56,710 | +7.1% | 26.52% | -17.8% |
| FB | Buy | FACEBOOK INCcl a | $37,255,000 | -8.9% | 223,350 | +12.1% | 14.99% | -19.4% |
| AMZN | Buy | AMAZON COM INC | $34,783,000 | +41.1% | 17,840 | +33.7% | 14.00% | +24.8% |
| CRM | Buy | SALESFORCE COM INC | $32,799,000 | +51.2% | 227,800 | +70.8% | 13.20% | +33.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $27,811,000 | +13.0% | 143,000 | +23.3% | 11.19% | -0.0% |
| MSFT | New | MICROSOFT CORP | $19,935,000 | – | 126,400 | +100.0% | 8.02% | – |
| MA | New | MASTERCARD INCcl a | $12,078,000 | – | 50,000 | +100.0% | 4.86% | – |
| HUBS | New | HUBSPOT INC | $7,725,000 | – | 58,000 | +100.0% | 3.11% | – |
| MELI | MERCADOLIBRE INC | $6,266,000 | -14.6% | 12,825 | 0.0% | 2.52% | -24.4% | |
| SFIX | STITCH FIX INC | $2,499,000 | -50.5% | 196,802 | 0.0% | 1.01% | -56.2% | |
| HDB | Sell | HDFC BANK LTDsponsored ads | $894,000 | -66.9% | 23,244 | -45.4% | 0.36% | -70.7% |
| GTX | GARRETT MOTION INC | $529,000 | -71.4% | 185,000 | 0.0% | 0.21% | -74.7% | |
| ZG | Exit | ZILLOW GROUP INCcl a | $0 | – | -83,500 | -100.0% | -1.74% | – |
| WUBA | Exit | 58 COM INCspon adr rep a | $0 | – | -63,800 | -100.0% | -1.88% | – |
| CARG | Exit | CARGURUS INC | $0 | – | -153,000 | -100.0% | -2.45% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -145,000 | -100.0% | -3.08% | – |
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-15 |
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.