$378 Million is the total value of TenCore Partners, LP's 10 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $72,468,890 | +13.1% | 698,630 | -3.8% | 19.20% | -7.0% |
| MSFT | Sell | MICROSOFT CORP | $70,608,995 | +15.6% | 244,915 | -3.9% | 18.70% | -5.0% |
| AMZN | Sell | AMAZON COM INC | $44,938,897 | +18.2% | 435,075 | -3.9% | 11.90% | -2.9% |
| CRM | Sell | SALESFORCE INC | $42,828,836 | +44.9% | 214,380 | -3.9% | 11.34% | +19.0% |
| FB | Sell | META PLATFORMS INCcl a | $38,566,722 | +69.3% | 181,970 | -3.9% | 10.22% | +39.1% |
| HUBS | Sell | HUBSPOT INC | $29,878,301 | +42.6% | 69,687 | -3.9% | 7.91% | +17.2% |
| MNDY | Sell | MONDAY COM LTD | $29,107,439 | +10.2% | 203,905 | -5.8% | 7.71% | -9.4% |
| CRM | SALESFORCE INCcall | $21,376,460 | +50.7% | 107,000 | 0.0% | 5.66% | +23.8% | |
| DASH | Sell | DOORDASH INCcl a | $17,538,429 | +25.2% | 275,935 | -3.8% | 4.65% | +2.9% |
| BABA | ALIBABA GROUP HLDG LTDcall | $10,218,000 | +16.0% | 100,000 | 0.0% | 2.71% | -4.7% | |
| FB | Exit | META PLATFORMS INCcall | $0 | – | -86,100 | -100.0% | -3.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.