TenCore Partners, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 11 US equity positions worth $211.4m in its Q3 2024 13F filing. The largest position was MSFT at 22.0% of the reported book, followed by META and MNDY.
What did TenCore Partners, LP own in Q3 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 22.0% | $46.4m | 107,941 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 17.0% | $36.0m | 62,967 | – | |
| 3 | MNDY MONDAY COM LTD | Technology | 12.7% | $26.7m | 96,294 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 11.6% | $24.5m | 147,681 | – | |
| 5 | CRM SALESFORCE INC | Technology | 9.2% | $19.4m | 71,004 | – | |
| 6 | WDAY WORKDAY INC | Technology | 8.1% | $17.0m | 69,651 | – | |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 6.6% | $13.9m | 97,660 | – | |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 4.6% | $9.8m | 52,673 | – | |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.9% | $8.2m | 4,012 | – | |
| 10 | V VISA INC | Financial Services | 2.5% | $5.3m | 19,266 | – | |
| 11 | ENFUSION INC | 1.9% | $3.9m | 414,982 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.