$701 Million is the total value of TenCore Partners, LP's 16 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $123,863,000 | +3.0% | 42,755 | -4.9% | 17.66% | +6.3% |
| CRM | Sell | SALESFORCE COM INC | $116,784,000 | -6.4% | 459,545 | -0.1% | 16.65% | -3.4% |
| FB | Sell | META PLATFORMS INCcl a | $84,112,000 | -3.4% | 250,075 | -2.5% | 11.99% | -0.3% |
| AMZN | AMAZON COM INC | $56,000,000 | +1.5% | 16,795 | 0.0% | 7.98% | +4.7% | |
| MNDY | Buy | MONDAY COM LTD | $51,336,000 | +12.4% | 166,285 | +18.8% | 7.32% | +16.0% |
| MSFT | MICROSOFT CORP | $51,218,000 | +19.3% | 152,290 | 0.0% | 7.30% | +23.1% | |
| DASH | Buy | DOORDASH INCcl a | $47,859,000 | -24.3% | 321,420 | +4.8% | 6.82% | -21.9% |
| MSFT | MICROSOFT CORPcall | $33,632,000 | +19.3% | 100,000 | 0.0% | 4.80% | +23.1% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $29,134,000 | -19.8% | 245,260 | 0.0% | 4.15% | -17.2% | |
| FB | META PLATFORMS INCcall | $28,960,000 | -0.9% | 86,100 | 0.0% | 4.13% | +2.3% | |
| New | FRESHWORKS INC | $26,260,000 | – | 1,000,000 | +100.0% | 3.74% | – | |
| BABA | ALIBABA GROUP HLDG LTDcall | $11,879,000 | -19.8% | 100,000 | 0.0% | 1.69% | -17.2% | |
| OKTA | Sell | OKTA INCcl a | $11,201,000 | -37.9% | 49,965 | -34.3% | 1.60% | -36.0% |
| MELI | Sell | MERCADOLIBRE INC | $10,408,000 | -48.0% | 7,719 | -35.2% | 1.48% | -46.3% |
| HUBS | Sell | HUBSPOT INC | $10,401,000 | -65.1% | 15,780 | -64.2% | 1.48% | -64.0% |
| SHOP | SHOPIFY INCcl a | $8,264,000 | +1.6% | 6,000 | 0.0% | 1.18% | +4.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.