$454 Million is the total value of TenCore Partners, LP's 13 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $93,686,000 | -20.3% | 42,990 | +1.7% | 20.62% | +5.7% |
| CRM | Buy | SALESFORCE INC | $62,379,000 | -13.2% | 377,965 | +11.7% | 13.73% | +15.1% |
| MSFT | Buy | MICROSOFT CORP | $58,949,000 | -15.3% | 229,525 | +1.7% | 12.97% | +12.4% |
| AMZN | Buy | AMAZON COM INC | $48,007,000 | -25.7% | 452,000 | +2179.9% | 10.56% | -1.5% |
| FB | Buy | META PLATFORMS INCcl a | $36,484,000 | -15.7% | 226,260 | +16.2% | 8.03% | +11.8% |
| MNDY | Buy | MONDAY COM LTD | $26,657,000 | -33.6% | 258,405 | +1.7% | 5.87% | -12.0% |
| MSFT | MICROSOFT CORPcall | $25,683,000 | -16.7% | 100,000 | 0.0% | 5.65% | +10.5% | |
| HUBS | Buy | HUBSPOT INC | $23,746,000 | -18.4% | 78,982 | +29.0% | 5.23% | +8.3% |
| DASH | Buy | DOORDASH INCcl a | $23,122,000 | -44.3% | 360,320 | +1.7% | 5.09% | -26.1% |
| CRM | SALESFORCE INCcall | $17,659,000 | -22.3% | 107,000 | 0.0% | 3.89% | +3.1% | |
| FB | META PLATFORMS INCcall | $13,884,000 | -27.5% | 86,100 | 0.0% | 3.06% | -3.8% | |
| SHOP | Buy | SHOPIFY INCcl a | $12,790,000 | -39.3% | 409,400 | +1212.8% | 2.82% | -19.5% |
| BABA | ALIBABA GROUP HLDG LTDcall | $11,368,000 | +4.5% | 100,000 | 0.0% | 2.50% | +38.6% | |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -187,252 | -100.0% | -3.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.