$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
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.