$519 Million is the total value of TenCore Partners, LP's 13 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $102,582,000 | +11.6% | 58,530 | -6.7% | 19.76% | -2.5% |
| FB | Buy | FACEBOOK INCcl a | $95,591,000 | +23.3% | 349,945 | +18.2% | 18.41% | +7.7% |
| CRM | Buy | SALESFORCE COM INC | $75,716,000 | -8.1% | 340,250 | +3.7% | 14.58% | -19.8% |
| AMZN | Sell | AMAZON COM INC | $54,651,000 | +2.9% | 16,780 | -0.5% | 10.53% | -10.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $49,185,000 | +5.9% | 211,340 | +33.8% | 9.47% | -7.5% |
| MSFT | Buy | MICROSOFT CORP | $43,258,000 | +62.7% | 194,490 | +53.9% | 8.33% | +42.1% |
| MELI | Buy | MERCADOLIBRE INC | $24,540,000 | +91.9% | 14,649 | +24.0% | 4.73% | +67.6% |
| WWD | Sell | WOODWARD INC | $17,892,000 | +19.4% | 147,225 | -21.3% | 3.45% | +4.3% |
| HUBS | Sell | HUBSPOT INC | $14,074,000 | +23.8% | 35,500 | -8.7% | 2.71% | +8.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $13,278,000 | -3.5% | 37,200 | -8.6% | 2.56% | -15.7% |
| WDAY | WORKDAY INCcl a | $12,699,000 | +11.4% | 53,000 | 0.0% | 2.45% | -2.7% | |
| DASH | New | DOORDASH INCcl a | $11,420,000 | – | 80,000 | +100.0% | 2.20% | – |
| NFLX | New | NETFLIX INC | $4,326,000 | – | 8,000 | +100.0% | 0.83% | – |
| WFC | Exit | WELLS FARGO CO NEWcall | $0 | – | -475,000 | -100.0% | -2.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-17
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.