TenCore Partners, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), TenCore Partners, LP reported 12 stock positions worth $221.2 million. Its top holding was Microsoft (MSFT) at 23.1% of the portfolio, followed by Meta Platforms Class A (META, 18.1%) and Monday.com (MNDY, 14.1%). Compared with Q1 2025, it added to 1 and reduced 7. The biggest buy was Perimeter Solutions (PRM, shares +53%) and the biggest sale Alphabet Class A (GOOGL, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $221.2M (Q2 2025)
- SEC Filing
- 0001755784-25-000005 ↗ filed Aug 6, 2025
Holdings Value
Holdings 12 stocks · $221.2M
| MSFT Microsoft Corp. | 23.07% | 102,591 | $51.0M | Reduce -7.3% |
| META Meta Platforms Inc. Class A | 18.13% | 54,327 | $40.1M | Reduce -7.0% |
| MNDY Monday.com Ltd. | 14.14% | 99,455 | $31.3M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 8.80% | 110,406 | $19.5M | Reduce -16.1% |
| DASH DoorDash Inc. Class A | 8.45% | 75,854 | $18.7M | Reduce -6.2% |
| WDAY Workday Inc. Class A | 7.18% | 66,171 | $15.9M | No change |
| CRM Salesforce Inc. | 5.50% | 44,613 | $12.2M | Reduce -12.0% |
| AMZN Amazon.com Inc. | 5.04% | 50,860 | $11.2M | No change |
| MELI MercadoLibre Inc. | 4.68% | 3,958 | $10.3M | No change |
| PRM Perimeter Solutions Inc. | 3.03% | 482,150 | $6.7M | Add +53.0% |
| V Visa Inc. Class A | 1.83% | 11,404 | $4.0M | Reduce -30.9% |
| TDG Transdigm Group Inc. | 0.14% | 206 | $313K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Reduce -16.1% | 8.80% | −1.90 |
| CRM Salesforce Inc. | Reduce -12.0% | 5.50% | −1.65 |
| V Visa Inc. Class A | Reduce -30.9% | 1.83% | −1.21 |
| META Meta Platforms Inc. Class A | Reduce -7.0% | 18.13% | +0.43 |
| DASH DoorDash Inc. Class A | Reduce -6.2% | 8.45% | +0.69 |
| MSFT Microsoft Corp. | Reduce -7.3% | 23.07% | +1.23 |
| MNDY Monday.com Ltd. | Reduce -0.1% | 14.14% | +1.42 |
Portfolio Buys Q1 2025 → Q2 2025
| PRM Perimeter Solutions Inc. | Add +53.0% | 3.03% | +1.37 |
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 |