TenCore Partners, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), TenCore Partners, LP reported 12 stock positions worth $225.7 million. Its top holding was Microsoft (MSFT) at 21.5% of the portfolio, followed by Meta Platforms Class A (META, 15.9%) and Monday.com (MNDY, 12.1%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 5. The biggest buy was a new position in Elevance Health (ELV) and the biggest sale Meta Platforms Class A (META, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $225.7M (Q3 2025)
- SEC Filing
- 0001755784-25-000007 ↗ filed Nov 5, 2025
Holdings Value
Holdings 12 stocks · $225.7M
| MSFT Microsoft Corp. | 21.47% | 93,541 | $48.4M | Reduce -8.8% |
| META Meta Platforms Inc. Class A | 15.89% | 48,842 | $35.9M | Reduce -10.1% |
| MNDY Monday.com Ltd. | 12.13% | 141,390 | $27.4M | Add +42.2% |
| GOOGL Alphabet Inc. Class A | 10.35% | 96,056 | $23.4M | Reduce -13.0% |
| DASH DoorDash Inc. Class A | 8.30% | 68,854 | $18.7M | Reduce -9.2% |
| WDAY Workday Inc. Class A | 7.06% | 66,171 | $15.9M | No change |
| ELV Elevance Health Inc. | 5.01% | 35,000 | $11.3M | New |
| AMZN Amazon.com Inc. | 4.95% | 50,860 | $11.2M | No change |
| CRM Salesforce Inc. | 4.68% | 44,613 | $10.6M | No change |
| PRM Perimeter Solutions Inc. | 4.34% | 437,150 | $9.8M | Reduce -9.3% |
| MELI MercadoLibre Inc. | 4.10% | 3,958 | $9.2M | No change |
| V Visa Inc. Class A | 1.73% | 11,404 | $3.9M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -10.1% | 15.89% | −2.24 |
| MSFT Microsoft Corp. | Reduce -8.8% | 21.47% | −1.60 |
| DASH DoorDash Inc. Class A | Reduce -9.2% | 8.30% | −0.16 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.14 |
| PRM Perimeter Solutions Inc. | Reduce -9.3% | 4.34% | +1.30 |
| GOOGL Alphabet Inc. Class A | Reduce -13.0% | 10.35% | +1.55 |
Portfolio Buys Q2 2025 → Q3 2025
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 |