TenCore Partners, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), TenCore Partners, LP reported 13 stock positions worth $259.8 million. Its top holding was Microsoft (MSFT) at 22.4% of the portfolio, followed by Meta Platforms Class A (META, 16.5%) and Alphabet Class A (GOOGL, 12.4%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 8. The biggest buy was MercadoLibre (MELI, shares +0%) and the biggest sale HubSpot (HUBS, shares −55%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001755784
Portfolio Value
$259.8M (Q2 2024)
SEC Filing
0001755784-24-000007 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $322.4M Q1 2024 Q2 2024: $259.8M $259.8M Q2 2024 Q3 2024: $211.4M Q3 2024 Q4 2024: $202.7M Q4 2024 Q1 2025: $190.2M Q1 2025 Q2 2025: $221.2M Q2 2025 Q3 2025: $225.7M Q3 2025 Q4 2025: $195.6M Q4 2025 Q1 2026: $128.7M Q1 2026 Q2 2026: $128.4M Q2 2026

Holdings 13 stocks · $259.8M
MSFT Microsoft Corp. 22.41% 130,271 $58.2M Reduce -16.1%
META Meta Platforms Inc. Class A 16.54% 85,232 $43.0M Reduce -28.0%
GOOGL Alphabet Inc. Class A 12.39% 176,821 $32.2M Reduce -37.1%
MNDY Monday.com Ltd. 10.68% 115,214 $27.7M Reduce -10.9%
CRM Salesforce Inc. 10.44% 105,554 $27.1M Add +2.1%
WDAY Workday Inc. Class A 7.17% 83,336 $18.6M Add +5.7%
DASH DoorDash Inc. Class A 4.88% 116,535 $12.7M Reduce -7.5%
AMZN Amazon.com Inc. 4.87% 65,493 $12.7M Reduce -9.8%
HUBS HubSpot Inc. 3.43% 15,092 $8.9M Reduce -55.1%
MELI MercadoLibre Inc. 3.04% 4,814 $7.9M Add +0.2%
V Visa Inc. Class A 2.33% 23,051 $6.1M Reduce -9.9%
HDB HDFC Bank Ltd.-ADR 1.69% 68,170 $4.4M No change
PANW Palo Alto Networks Inc. 0.14% 1,036 $351K New

Portfolio Sells Q1 2024 → Q2 2024
HUBS HubSpot Inc. Reduce -55.1% 3.43% −3.11
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −1.73
META Meta Platforms Inc. Class A Reduce -28.0% 16.54% −1.28
GOOGL Alphabet Inc. Class A Reduce -37.1% 12.39% −0.77
DASH DoorDash Inc. Class A Reduce -7.5% 4.88% −0.50
V Visa Inc. Class A Reduce -9.9% 2.33% +0.11
AMZN Amazon.com Inc. Reduce -9.8% 4.87% +0.81
MNDY Monday.com Ltd. Reduce -10.9% 10.68% +1.62
MSFT Microsoft Corp. Reduce -16.1% 22.41% +2.13

Portfolio Buys Q1 2024 → Q2 2024
MELI MercadoLibre Inc. Add +0.2% 3.04% +0.79
CRM Salesforce Inc. Add +2.1% 10.44% +0.79
WDAY Workday Inc. Class A Add +5.7% 7.17% +0.50
PANW Palo Alto Networks Inc. New 0.14% +0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$128.4MMSFT, META, APPF, GOOGL, MELI
Q1 2026 14$128.7MMSFT, META, APPF, GOOGL, MNDY
Q4 2025 14$195.6MMSFT, META, MNDY, GOOGL, CRM
Q3 2025 12$225.7MMSFT, META, MNDY, GOOGL, DASH
Q2 2025 12$221.2MMSFT, META, MNDY, GOOGL, DASH
Q1 2025 12$190.2MMSFT, META, MNDY, GOOGL, WDAY
Q4 2024 12$202.7MMSFT, META, GOOGL, MNDY, WDAY
Q3 2024 11$211.4MMSFT, META, MNDY, GOOGL, CRM
Q2 2024 13$259.8MMSFT, META, GOOGL, MNDY, CRM
Q1 2024 13$322.4MMSFT, META, GOOGL, CRM, MNDY