TenCore Partners, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), TenCore Partners, LP reported 12 stock positions worth $190.2 million. Its top holding was Microsoft (MSFT) at 21.8% of the portfolio, followed by Meta Platforms Class A (META, 17.7%) and Monday.com (MNDY, 12.7%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 6 and reduced 4. The biggest buy was a new position in Perimeter Solutions (PRM) and the biggest sale Alphabet Class A (GOOGL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $190.2M (Q1 2025)
- SEC Filing
- 0001755784-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 12 stocks · $190.2M
| MSFT Microsoft Corp. | 21.84% | 110,696 | $41.6M | Add +4.5% |
| META Meta Platforms Inc. Class A | 17.70% | 58,412 | $33.7M | Add +4.2% |
| MNDY Monday.com Ltd. | 12.72% | 99,530 | $24.2M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 10.70% | 131,581 | $20.3M | Reduce -5.2% |
| WDAY Workday Inc. Class A | 8.12% | 66,171 | $15.5M | Add +4.5% |
| DASH DoorDash Inc. Class A | 7.77% | 80,854 | $14.8M | Reduce -7.9% |
| CRM Salesforce Inc. | 7.15% | 50,693 | $13.6M | Add +4.5% |
| AMZN Amazon.com Inc. | 5.09% | 50,860 | $9.7M | Add +4.1% |
| MELI MercadoLibre Inc. | 4.06% | 3,958 | $7.7M | Add +4.5% |
| V Visa Inc. Class A | 3.04% | 16,504 | $5.8M | Reduce -14.2% |
| PRM Perimeter Solutions Inc. | 1.67% | 315,150 | $3.2M | New |
| TDG Transdigm Group Inc. | 0.15% | 206 | $285K | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| PRM Perimeter Solutions Inc. | New | 1.67% | +1.67 |
| META Meta Platforms Inc. Class A | Add +4.2% | 17.70% | +1.50 |
| MELI MercadoLibre Inc. | Add +4.5% | 4.06% | +0.88 |
| TDG Transdigm Group Inc. | New | 0.15% | +0.15 |
| WDAY Workday Inc. Class A | Add +4.5% | 8.12% | +0.06 |
| MSFT Microsoft Corp. | Add +4.5% | 21.84% | −0.19 |
| AMZN Amazon.com Inc. | Add +4.1% | 5.09% | −0.20 |
| CRM Salesforce Inc. | Add +4.5% | 7.15% | −0.85 |
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 |