$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 | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | MICROSOFT CORPcall | $23,290,000 | -9.3% | 100,000 | 0.0% | 6.54% | +15.6% | |
CRM | SALESFORCE INCcall | $15,391,000 | -12.8% | 107,000 | 0.0% | 4.32% | +11.1% | |
FB | META PLATFORMS INCcall | $11,682,000 | -15.9% | 86,100 | 0.0% | 3.28% | +7.3% | |
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.