$453 Million is the total value of TenCore Partners, LP's 12 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCcap stk cl a | $91,908,000 | +3.4% | 62,710 | 0.0% | 20.27% | -8.0% | |
| CRM | Sell | SALESFORCE COM INC | $82,433,000 | +25.3% | 328,000 | -6.6% | 18.18% | +11.5% |
| FB | Sell | FACEBOOK INCcl a | $77,549,000 | +15.0% | 296,100 | -0.3% | 17.10% | +2.4% |
| AMZN | Sell | AMAZON COM INC | $53,088,000 | +9.0% | 16,860 | -4.5% | 11.71% | -3.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $46,449,000 | +28.2% | 158,000 | -6.0% | 10.24% | +14.1% |
| MSFT | MICROSOFT CORP | $26,586,000 | +3.4% | 126,400 | 0.0% | 5.86% | -8.0% | |
| WWD | Buy | WOODWARD INC | $14,990,000 | +38.1% | 187,000 | +33.6% | 3.30% | +22.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $13,764,000 | -6.0% | 40,700 | -17.8% | 3.04% | -16.3% |
| MELI | Buy | MERCADOLIBRE INC | $12,788,000 | +59.9% | 11,814 | +45.6% | 2.82% | +42.3% |
| WDAY | WORKDAY INCcl a | $11,402,000 | +14.8% | 53,000 | 0.0% | 2.51% | +2.2% | |
| HUBS | Sell | HUBSPOT INC | $11,368,000 | +8.0% | 38,900 | -17.1% | 2.51% | -3.9% |
| WFC | WELLS FARGO CO NEWcall | $11,167,000 | -8.2% | 475,000 | 0.0% | 2.46% | -18.3% | |
| SFIX | Exit | STITCH FIX INC | $0 | – | -185,036 | -100.0% | -1.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.