$603 Million is the total value of TenCore Partners, LP's 14 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $117,554,000 | -5.1% | 42,265 | -1.1% | 19.50% | +10.4% |
| CRM | Sell | SALESFORCE COM INC | $71,867,000 | -38.5% | 338,485 | -26.3% | 11.92% | -28.4% |
| MSFT | Buy | MICROSOFT CORP | $69,579,000 | +35.8% | 225,680 | +48.2% | 11.54% | +58.1% |
| AMZN | Buy | AMAZON COM INC | $64,629,000 | +15.4% | 19,825 | +18.0% | 10.72% | +34.3% |
| FB | Sell | META PLATFORMS INCcl a | $43,288,000 | -48.5% | 194,675 | -22.2% | 7.18% | -40.1% |
| DASH | Buy | DOORDASH INCcl a | $41,519,000 | -13.2% | 354,290 | +10.2% | 6.89% | +1.0% |
| MNDY | Buy | MONDAY COM LTD | $40,163,000 | -21.8% | 254,085 | +52.8% | 6.66% | -9.0% |
| MSFT | MICROSOFT CORPcall | $30,831,000 | -8.3% | 100,000 | 0.0% | 5.12% | +6.7% | |
| HUBS | Buy | HUBSPOT INC | $29,086,000 | +179.6% | 61,242 | +288.1% | 4.83% | +225.4% |
| CRM | New | SALESFORCE COM INCcall | $22,718,000 | – | 107,000 | +100.0% | 3.77% | – |
| SHOP | Buy | SHOPIFY INCcl a | $21,080,000 | +155.1% | 31,185 | +419.8% | 3.50% | +196.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $20,373,000 | -30.1% | 187,252 | -23.7% | 3.38% | -18.6% |
| FB | META PLATFORMS INCcall | $19,145,000 | -33.9% | 86,100 | 0.0% | 3.18% | -23.1% | |
| BABA | ALIBABA GROUP HLDG LTDcall | $10,880,000 | -8.4% | 100,000 | 0.0% | 1.80% | +6.6% | |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -7,719 | -100.0% | -1.48% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -49,965 | -100.0% | -1.60% | – |
| Exit | FRESHWORKS INC | $0 | – | -1,000,000 | -100.0% | -3.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.