$694 Million is the total value of TenCore Partners, LP's 16 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $121,064,000 | +16.5% | 49,580 | -1.6% | 17.44% | -6.0% |
| FB | Sell | FACEBOOK INCcl a | $97,903,000 | +2.5% | 281,565 | -13.2% | 14.10% | -17.3% |
| MSFT | Sell | MICROSOFT CORP | $42,935,000 | -27.6% | 158,490 | -37.0% | 6.18% | -41.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $42,712,000 | -14.5% | 188,340 | -14.5% | 6.15% | -31.0% |
| TWTR | Sell | TWITTER INC | $7,844,000 | -25.3% | 114,000 | -30.9% | 1.13% | -39.7% |
| WWD | Exit | WOODWARD INC | $0 | – | -61,920 | -100.0% | -1.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.