TenCore Partners, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), TenCore Partners, LP reported 11 stock positions worth $211.4 million. Its top holding was Microsoft (MSFT) at 22.0% of the portfolio, followed by Meta Platforms Class A (META, 17.0%) and Monday.com (MNDY, 12.7%). Compared with Q2 2024, it opened 1 new position, sold out of 3 and reduced 10. The biggest buy was a new position in Enfusion Class A (ENFN) and the biggest sale an exit from HubSpot (HUBS).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $211.4M (Q3 2024)
- SEC Filing
- 0001755784-24-000008 ↗ filed Nov 14, 2024
Holdings Value
Holdings 11 stocks · $211.4M
| MSFT Microsoft Corp. | 21.97% | 107,941 | $46.4M | Reduce -17.1% |
| META Meta Platforms Inc. Class A | 17.05% | 62,967 | $36.0M | Reduce -26.1% |
| MNDY Monday.com Ltd. | 12.65% | 96,294 | $26.7M | Reduce -16.4% |
| GOOGL Alphabet Inc. Class A | 11.59% | 147,681 | $24.5M | Reduce -16.5% |
| CRM Salesforce Inc. | 9.19% | 71,004 | $19.4M | Reduce -32.7% |
| WDAY Workday Inc. Class A | 8.05% | 69,651 | $17.0M | Reduce -16.4% |
| DASH DoorDash Inc. Class A | 6.59% | 97,660 | $13.9M | Reduce -16.2% |
| AMZN Amazon.com Inc. | 4.64% | 52,673 | $9.8M | Reduce -19.6% |
| MELI MercadoLibre Inc. | 3.89% | 4,012 | $8.2M | Reduce -16.7% |
| V Visa Inc. Class A | 2.51% | 19,266 | $5.3M | Reduce -16.4% |
| ENFN Enfusion Inc. Class A | 1.86% | 414,982 | $3.9M | New |
Portfolio Sells Q2 2024 → Q3 2024
| HUBS HubSpot Inc. | Sold out | 0.00% | −3.43 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −1.69 |
| CRM Salesforce Inc. | Reduce -32.7% | 9.19% | −1.25 |
| GOOGL Alphabet Inc. Class A | Reduce -16.5% | 11.59% | −0.81 |
| MSFT Microsoft Corp. | Reduce -17.1% | 21.97% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -19.6% | 4.64% | −0.23 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.14 |
| V Visa Inc. Class A | Reduce -16.4% | 2.51% | +0.18 |
| META Meta Platforms Inc. Class A | Reduce -26.1% | 17.05% | +0.51 |
| MELI MercadoLibre Inc. | Reduce -16.7% | 3.89% | +0.85 |
| WDAY Workday Inc. Class A | Reduce -16.4% | 8.05% | +0.88 |
| DASH DoorDash Inc. Class A | Reduce -16.2% | 6.59% | +1.71 |
| MNDY Monday.com Ltd. | Reduce -16.4% | 12.65% | +1.98 |
Portfolio Buys Q2 2024 → Q3 2024
| ENFN Enfusion Inc. Class A | New | 1.86% | +1.86 |
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 |