TenCore Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), TenCore Partners, LP reported 12 stock positions worth $202.7 million. Its top holding was Microsoft (MSFT) at 22.0% of the portfolio, followed by Meta Platforms Class A (META, 16.2%) and Alphabet Class A (GOOGL, 13.0%). Compared with Q3 2024, it opened 1 new position, added to 1 and reduced 10. The biggest buy was a new position in Veeva Systems Class A (VEEV) and the biggest sale Salesforce (CRM, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $202.7M (Q4 2024)
- SEC Filing
- 0001822531-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 12 stocks · $202.7M
| MSFT Microsoft Corp. | 22.03% | 105,941 | $44.7M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 16.20% | 56,072 | $32.8M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 12.97% | 138,841 | $26.3M | Reduce -6.0% |
| MNDY Monday.com Ltd. | 12.17% | 104,785 | $24.7M | Add +8.8% |
| WDAY Workday Inc. Class A | 8.06% | 63,301 | $16.3M | Reduce -9.1% |
| CRM Salesforce Inc. | 8.00% | 48,508 | $16.2M | Reduce -31.7% |
| DASH DoorDash Inc. Class A | 7.27% | 87,824 | $14.7M | Reduce -10.1% |
| AMZN Amazon.com Inc. | 5.29% | 48,868 | $10.7M | Reduce -7.2% |
| MELI MercadoLibre Inc. | 3.18% | 3,788 | $6.4M | Reduce -5.6% |
| V Visa Inc. Class A | 3.00% | 19,242 | $6.1M | Reduce -0.1% |
| ENFN Enfusion Inc. Class A | 1.73% | 339,982 | $3.5M | Reduce -18.1% |
| VEEV Veeva Systems Inc. Class A | 0.10% | 1,000 | $210K | New |
Portfolio Sells Q3 2024 → Q4 2024
| CRM Salesforce Inc. | Reduce -31.7% | 8.00% | −1.19 |
| META Meta Platforms Inc. Class A | Reduce -10.9% | 16.20% | −0.85 |
| MELI MercadoLibre Inc. | Reduce -5.6% | 3.18% | −0.72 |
| ENFN Enfusion Inc. Class A | Reduce -18.1% | 1.73% | −0.14 |
| WDAY Workday Inc. Class A | Reduce -9.1% | 8.06% | +0.01 |
| MSFT Microsoft Corp. | Reduce -1.9% | 22.03% | +0.06 |
| V Visa Inc. Class A | Reduce -0.1% | 3.00% | +0.49 |
| AMZN Amazon.com Inc. | Reduce -7.2% | 5.29% | +0.65 |
| DASH DoorDash Inc. Class A | Reduce -10.1% | 7.27% | +0.68 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 12.97% | +1.38 |
Portfolio Buys Q3 2024 → Q4 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 |