$356 Million is the total value of TenCore Partners, LP's 13 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $69,614,000 | -25.7% | 727,800 | +1593.0% | 19.54% | -5.2% |
| CRM | Sell | SALESFORCE INC | $47,679,000 | -23.6% | 331,472 | -12.3% | 13.38% | -2.5% |
| MSFT | Sell | MICROSOFT CORP | $44,839,000 | -23.9% | 192,525 | -16.1% | 12.58% | -3.0% |
| AMZN | Sell | AMAZON COM INC | $42,940,000 | -10.6% | 380,000 | -15.9% | 12.05% | +14.1% |
| MNDY | Sell | MONDAY COM LTD | $26,223,000 | -1.6% | 231,365 | -10.5% | 7.36% | +25.5% |
| FB | Sell | META PLATFORMS INCcl a | $25,679,000 | -29.6% | 189,260 | -16.4% | 7.21% | -10.3% |
| MSFT | MICROSOFT CORPcall | $23,290,000 | -9.3% | 100,000 | 0.0% | 6.54% | +15.6% | |
| HUBS | Sell | HUBSPOT INC | $17,553,000 | -26.1% | 64,982 | -17.7% | 4.93% | -5.7% |
| CRM | SALESFORCE INCcall | $15,391,000 | -12.8% | 107,000 | 0.0% | 4.32% | +11.1% | |
| DASH | Sell | DOORDASH INCcl a | $14,188,000 | -38.6% | 286,920 | -20.4% | 3.98% | -21.8% |
| FB | META PLATFORMS INCcall | $11,682,000 | -15.9% | 86,100 | 0.0% | 3.28% | +7.3% | |
| SHOP | Sell | SHOPIFY INCcl a | $9,278,000 | -27.5% | 344,400 | -15.9% | 2.60% | -7.5% |
| BABA | ALIBABA GROUP HLDG LTDcall | $7,999,000 | -29.6% | 100,000 | 0.0% | 2.24% | -10.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.