TenCore Partners, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), TenCore Partners, LP reported 13 stock positions worth $322.4 million. Its top holding was Microsoft (MSFT) at 20.3% of the portfolio, followed by Meta Platforms Class A (META, 17.8%) and Alphabet Class A (GOOGL, 13.2%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 10. The biggest buy was a new position in HDFC Bank Ltd.-ADR (HDB) and the biggest sale Salesforce (CRM, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $322.4M (Q1 2024)
- SEC Filing
- 0001755784-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 13 stocks · $322.4M
| MSFT Microsoft Corp. | 20.28% | 155,241 | $65.4M | Reduce -13.9% |
| META Meta Platforms Inc. Class A | 17.82% | 118,307 | $57.4M | Reduce -11.8% |
| GOOGL Alphabet Inc. Class A | 13.17% | 281,236 | $42.4M | Reduce -0.4% |
| CRM Salesforce Inc. | 9.65% | 103,334 | $31.1M | Reduce -39.6% |
| MNDY Monday.com Ltd. | 9.06% | 129,314 | $29.2M | Reduce -13.9% |
| WDAY Workday Inc. Class A | 6.67% | 78,856 | $21.5M | Reduce -6.8% |
| HUBS HubSpot Inc. | 6.53% | 33,624 | $21.1M | Reduce -36.7% |
| DASH DoorDash Inc. Class A | 5.38% | 125,920 | $17.3M | Reduce -38.2% |
| AMZN Amazon.com Inc. | 4.06% | 72,638 | $13.1M | Reduce -36.3% |
| MELI MercadoLibre Inc. | 2.25% | 4,803 | $7.3M | Add +59.6% |
| V Visa Inc. Class A | 2.21% | 25,586 | $7.1M | Reduce -15.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.73% | 40,920 | $5.6M | No change |
| HDB HDFC Bank Ltd.-ADR | 1.18% | 68,170 | $3.8M | New |
Portfolio Sells Q4 2023 → Q1 2024
| CRM Salesforce Inc. | Reduce -39.6% | 9.65% | −3.73 |
| HUBS HubSpot Inc. | Reduce -36.7% | 6.53% | −2.62 |
| AMZN Amazon.com Inc. | Reduce -36.3% | 4.06% | −1.08 |
| DASH DoorDash Inc. Class A | Reduce -38.2% | 5.38% | −0.61 |
| WDAY Workday Inc. Class A | Reduce -6.8% | 6.67% | −0.26 |
| V Visa Inc. Class A | Reduce -15.3% | 2.21% | −0.12 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -13.9% | 20.28% | +0.16 |
| MNDY Monday.com Ltd. | Reduce -13.9% | 9.06% | +0.68 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 13.17% | +1.46 |
| META Meta Platforms Inc. Class A | Reduce -11.8% | 17.82% | +3.71 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $128.4M | MSFT, META, APPF, GOOGL, MELI |
| Q1 2026 | 14 | $128.7M | MSFT, META, APPF, GOOGL, MNDY |
| Q4 2025 | 14 | $195.6M | MSFT, META, MNDY, GOOGL, CRM |
| Q3 2025 | 12 | $225.7M | MSFT, META, MNDY, GOOGL, DASH |
| Q2 2025 | 12 | $221.2M | MSFT, META, MNDY, GOOGL, DASH |
| Q1 2025 | 12 | $190.2M | MSFT, META, MNDY, GOOGL, WDAY |
| Q4 2024 | 12 | $202.7M | MSFT, META, GOOGL, MNDY, WDAY |
| Q3 2024 | 11 | $211.4M | MSFT, META, MNDY, GOOGL, CRM |
| Q2 2024 | 13 | $259.8M | MSFT, META, GOOGL, MNDY, CRM |
| Q1 2024 | 13 | $322.4M | MSFT, META, GOOGL, CRM, MNDY |