$310 Million is the total value of TenCore Partners, LP's 11 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $64,061,597 | -8.0% | 726,075 | -0.2% | 20.65% | +5.7% |
| MSFT | Buy | MICROSOFT CORP | $61,088,150 | +36.2% | 254,725 | +32.3% | 19.69% | +56.5% |
| AMZN | Buy | AMAZON COM INC | $38,010,000 | -11.5% | 452,500 | +19.1% | 12.25% | +1.7% |
| CRM | Sell | SALESFORCE INC | $29,562,929 | -38.0% | 222,965 | -32.7% | 9.53% | -28.8% |
| MNDY | Sell | MONDAY COM LTD | $26,401,410 | +0.7% | 216,405 | -6.5% | 8.51% | +15.7% |
| FB | META PLATFORMS INCcl a | $22,775,548 | -11.3% | 189,260 | 0.0% | 7.34% | +1.9% | |
| HUBS | Buy | HUBSPOT INC | $20,956,721 | +19.4% | 72,482 | +11.5% | 6.76% | +37.1% |
| CRM | SALESFORCE INCcall | $14,187,130 | -7.8% | 107,000 | 0.0% | 4.57% | +5.9% | |
| DASH | DOORDASH INCcl a | $14,007,434 | -1.3% | 286,920 | 0.0% | 4.52% | +13.4% | |
| FB | META PLATFORMS INCcall | $10,361,274 | -11.3% | 86,100 | 0.0% | 3.34% | +1.9% | |
| BABA | ALIBABA GROUP HLDG LTDcall | $8,809,000 | +10.1% | 100,000 | 0.0% | 2.84% | +26.5% | |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -344,400 | -100.0% | -2.60% | – |
| MSFT | Exit | MICROSOFT CORPcall | $0 | – | -100,000 | -100.0% | -6.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.