TP

TenCore Partners, LP

13F
TenCore Partners, LP
Last update 2024-08-14 13 Stocks (1 new)
Value $260.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(22.41%)META(16.54%)GOOGL(12.39%)MNDY(10.68%)CRM(10.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
TenCore Partners, LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
130,271
58224.620
-16.08%
22.410
-3.26%
0.000
+4.32%
+10.02%
3059156.043
Software
META 		Meta Platforms Inc
85,232
42975.680
-27.96%
16.540
-4.98%
0.000
+20.44%
+62.21%
1445092.970
Interactive Media
GOOGL 		Alphabet Inc
176,821
32207.950
-37.13%
12.390
-4.89%
0.000
+6.73%
+21.81%
2085834.873
Interactive Media
MNDY 		Monday.Com Ltd
115,214
27738.920
-10.90%
10.680
-0.99%
0.230
+46.71%
+58.11%
14805.566
Software
CRM 		Salesforce Inc
105,554
27137.930
+2.15%
10.440
+0.22%
0.010
+24.50%
+13.41%
284400.440
Software
WDAY 		Workday Inc
83,336
18630.600
+5.68%
7.170
+0.39%
0.030
+15.94%
-12.75%
63931.251
Software
DASH 		DoorDash Inc
116,535
12676.680
-7.45%
4.880
-0.40%
0.030
+31.46%
+61.25%
66239.083
Interactive Media
AMZN 		Amazon.com Inc
65,493
12656.520
-9.84%
4.870
-0.40%
0.000
+23.90%
+31.30%
2097744.695
Retail - Cyclical
HUBS 		HubSpot Inc
15,092
8901.110
-55.12%
3.430
-3.60%
0.030
+27.24%
-0.17%
29694.007
Software
MELI 		MercadoLibre Inc
4,814
7911.330
+0.23%
3.040
+0.01%
0.010
+17.68%
+32.99%
105958.154
Retail - Cyclical

TenCore Partners, LP's Historical Top Holdings Breakdowns

TenCore Partners, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META 		Meta Platforms Inc2024-06-30Reduce
-4.98%
●
430.17 ($486.09) 527.34
$572.43
17.76%
Reduce -27.96%
85,232
-33,075
GOOGL 		Alphabet Inc2024-06-30Reduce
-4.89%
●
150.53 ($168.57) 185.41
$169.74
0.69%
Reduce -37.13%
176,821
-104,415
HUBS 		HubSpot Inc2024-06-30Reduce
-3.60%
●
557.25 ($613.26) 682.02
$578.28
-5.70%
Reduce -55.12%
15,092
-18,532
MSFT 		Microsoft Corp2024-06-30Reduce
-3.26%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Reduce -16.08%
130,271
-24,970
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Sold Out
-1.73%
●
127.7 ($151.69) 179.69
$195.76
29.05%
Sold Out
0
-40,920
MNDY 		Monday.Com Ltd2024-06-30Reduce
-0.99%
●
178.07 ($210.91) 246.44
$296.95
40.79%
Reduce -10.9%
115,214
-14,100
AMZN 		Amazon.com Inc2024-06-30Reduce
-0.40%
●
173.67 ($183.7) 197.85
$199.50
8.60%
Reduce -9.84%
65,493
-7,145
DASH 		DoorDash Inc2024-06-30Reduce
-0.40%
●
108.78 ($120.46) 140.95
$159.46
32.38%
Reduce -7.45%
116,535
-9,385
WDAY 		Workday Inc2024-06-30Add
+0.39%
●
207.08 ($240.75) 272.44
$241.25
0.21%
Add 5.68%
83,336
4,480
CRM 		Salesforce Inc2024-06-30Add
+0.22%
●
218.01 ($267.58) 304.74
$297.49
11.18%
Add 2.15%
105,554
2,220

TenCore Partners, LP Total Holding History ($B)

To

TenCore Partners, LP's Asset Allocation

To

TenCore Partners, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TenCore Partners, LP's Hypothetical Growth since 2024-06-30

TenCore Partners, LP's Yearly Returns

Year Portfolio % % Excess Gain %

TenCore Partners, LP's Holdings Heat Map

Size field:

TenCore Partners, LP's Holdings Bubble Chart

TenCore Partners, LP News

  • 1

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