TP

TenCore Partners, LP

13F
TenCore Partners, LP
Last update 2024-11-14 11 Stocks (1 new)
Value $211.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(21.97%)META(17.05%)MNDY(12.65%)GOOGL(11.59%)CRM(9.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
TenCore Partners, LP Top Holdings of 2024-09-30 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
107,941
46447.010
-17.14%
21.970
-3.84%
0.000
+2.73%
+1.21%
3173690.385
Software
META 		Meta Platforms Inc
62,967
36044.830
-26.12%
17.050
-4.32%
0.000
+6.24%
+4.57%
1543696.205
Interactive Media
MNDY 		Monday.Com Ltd
96,294
26747.580
-16.42%
12.650
-1.75%
0.190
-15.06%
+2.57%
12052.363
Software
GOOGL 		Alphabet Inc
147,681
24492.890
-16.48%
11.590
-2.04%
0.000
+18.19%
+3.00%
2388745.628
Interactive Media
CRM 		Salesforce Inc
71,004
19434.510
-32.73%
9.190
-3.42%
0.010
+12.01%
-2.67%
311422.538
Software
WDAY 		Workday Inc
69,651
17023.400
-16.42%
8.050
-1.18%
0.030
+4.57%
-2.65%
66821.860
Software
DASH 		DoorDash Inc
97,660
13939.010
-16.20%
6.590
-0.79%
0.020
+15.00%
+2.74%
71603.926
Interactive Media
AMZN 		Amazon.com Inc
52,673
9814.560
-19.57%
4.640
-0.95%
0.000
+19.40%
+1.71%
2341903.252
Retail - Cyclical
MELI 		MercadoLibre Inc
4,012
8232.460
-16.66%
3.890
-0.51%
0.010
-10.23%
+8.03%
93228.416
Retail - Cyclical
V 		Visa Inc
19,266
5297.190
-16.42%
2.510
-0.38%
0.000
+11.13%
+0.91%
616920.041
Credit Services

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
GOOGL 		Alphabet Inc2023-06-30Reduce
-9.27%
●
103.71 ($114.92) 127.31
$194.50
69.25%
Reduce -48.3%
361,190
-337,440
AMZN 		Amazon.com Inc2023-06-30Reduce
-6.14%
●
97.83 ($114.02) 130.36
$222.72
95.33%
Reduce -51.61%
210,515
-224,560
WDAY 		Workday Inc2023-06-30New Buy
+6.06%
●
178.32 ($200.41) 227.12
$251.21
25.35%
New holding
109,190
109,190
CRM 		Salesforce Inc2024-03-31Reduce
-5.30%
●
251.12 ($288.53) 316.88
$325.42
12.78%
Reduce -39.65%
103,334
-67,880
META 		Meta Platforms Inc2024-06-30Reduce
-4.98%
●
430.17 ($486.09) 527.34
$611.49
25.80%
Reduce -27.96%
85,232
-33,075
GOOGL 		Alphabet Inc2024-06-30Reduce
-4.89%
●
150.53 ($168.57) 185.41
$194.50
15.38%
Reduce -37.13%
176,821
-104,415
META 		Meta Platforms Inc2024-09-30Reduce
-4.32%
●
453.41 ($514.55) 572.44
$611.49
18.84%
Reduce -26.12%
62,967
-22,265
MSFT 		Microsoft Corp2024-09-30Reduce
-3.84%
●
395.15 ($427.47) 467.56
$426.87
-0.14%
Reduce -17.14%
107,941
-22,330
HUBS 		HubSpot Inc2024-06-30Reduce
-3.60%
●
557.25 ($613.26) 682.02
$722.11
17.75%
Reduce -55.12%
15,092
-18,532
MSFT 		Microsoft Corp2023-12-31Reduce
-3.45%
●
313.39 ($355.93) 382.7
$426.87
19.93%
Reduce -17.84%
180,231
-39,145

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 2024-09-30

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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