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CIK: 0001755784
Total reported value
$128.4M
$128.4M
12 檔
125.0%
At the close of Q2 2025, TenCore Partners, LP disclosed equity holdings valued at approximately $128.4M, spread across 12 reported holdings.
During Q2 2025, TenCore Partners, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, MNDY) accounted for 125.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 23.07% | -4.56% | -7.32% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 18.13% | -0.19% | -6.99% | |
| 3 | MNDY | monday.com Ltd. | Stock-Tech | 14.14% | +0.26% | -0.08% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.80% | +1.87% | -16.09% | |
| 5 | DASH | Doordash Inc - A | Stock-Consumer Disc | 8.45% | +1.18% | -6.18% | |
| 6 | WDAY | Workday Inc-class A | Stock-Tech | 7.18% | -1.96% | — | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 5.50% | -6.40% | EXIT | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.04% | +4.73% | — | |
| 9 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.68% | +1.18% | — | |
| 10 | PRM | Perimeter Solutions Inc | Stock-Other | 3.03% | +1.32% | +52.99% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | +0.30% | -30.90% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 0.14% | +0.07% | — |
According to official SEC Form 13F filings, TenCore Partners, LP reported a total U.S. public equity portfolio value of $128.4M across 12 disclosed positions in Q2 2025.
During Q2 2025, TenCore Partners, LP's top holdings by market value included MSFT (23.1%)、META (18.1%)、MNDY (14.1%). The largest single position, MSFT, represented 23.1% of total portfolio value.
In Q2 2025, TenCore Partners, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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