TenCore Partners, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), TenCore Partners, LP reported 14 stock positions worth $195.6 million. Its top holding was Microsoft (MSFT) at 20.9% of the portfolio, followed by Meta Platforms Class A (META, 14.9%) and Monday.com (MNDY, 9.6%). Compared with Q3 2025, it opened 2 new positions, added to 2 and reduced 9. The biggest buy was Salesforce (CRM, shares +21%) and the biggest sale Monday.com (MNDY, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $195.6M (Q4 2025)
- SEC Filing
- 0001755784-26-000002 ↗ filed Feb 10, 2026
Holdings Value
Holdings 14 stocks · $195.6M
| MSFT Microsoft Corp. | 20.88% | 84,461 | $40.8M | Reduce -9.7% |
| META Meta Platforms Inc. Class A | 14.88% | 44,092 | $29.1M | Reduce -9.7% |
| MNDY Monday.com Ltd. | 9.65% | 127,890 | $18.9M | Reduce -9.6% |
| GOOGL Alphabet Inc. Class A | 9.25% | 57,796 | $18.1M | Reduce -39.8% |
| CRM Salesforce Inc. | 7.30% | 53,913 | $14.3M | Add +20.9% |
| WDAY Workday Inc. Class A | 7.26% | 66,171 | $14.2M | No change |
| MELI MercadoLibre Inc. | 6.16% | 5,983 | $12.1M | Add +51.2% |
| DASH DoorDash Inc. Class A | 5.99% | 51,754 | $11.7M | Reduce -24.8% |
| PRM Perimeter Solutions Inc. | 5.56% | 395,150 | $10.9M | Reduce -9.6% |
| ELV Elevance Health Inc. | 5.55% | 31,000 | $10.9M | Reduce -11.4% |
| AMZN Amazon.com Inc. | 5.41% | 45,880 | $10.6M | Reduce -9.8% |
| V Visa Inc. Class A | 1.85% | 10,304 | $3.6M | Reduce -9.7% |
| TDG Transdigm Group Inc. | 0.14% | 206 | $274K | New |
| CPNG Coupang Inc. | 0.12% | 10,300 | $243K | New |
Portfolio Sells Q3 2025 → Q4 2025
| MNDY Monday.com Ltd. | Reduce -9.6% | 9.65% | −2.49 |
| DASH DoorDash Inc. Class A | Reduce -24.8% | 5.99% | −2.31 |
| GOOGL Alphabet Inc. Class A | Reduce -39.8% | 9.25% | −1.10 |
| META Meta Platforms Inc. Class A | Reduce -9.7% | 14.88% | −1.02 |
| MSFT Microsoft Corp. | Reduce -9.7% | 20.88% | −0.59 |
| V Visa Inc. Class A | Reduce -9.7% | 1.85% | +0.12 |
| AMZN Amazon.com Inc. | Reduce -9.8% | 5.41% | +0.46 |
| ELV Elevance Health Inc. | Reduce -11.4% | 5.55% | +0.54 |
| PRM Perimeter Solutions Inc. | Reduce -9.6% | 5.56% | +1.22 |
Portfolio Buys Q3 2025 → Q4 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 |