TenCore Partners, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 12 US equity positions worth $202.7m in its Q4 2024 13F filing. The largest position was MSFT at 22.0% of the reported book, followed by META and GOOGL. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 9 among the top 12 holdings.
What did TenCore Partners, LP own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 22.0% | $44.7m | 105,941 | -2% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 16.2% | $32.8m | 56,072 | -11% | reduced |
| 3 | GOOGL ALPHABET INC-CL A | Communication Services | 13.0% | $26.3m | 138,841 | -6% | reduced |
| 4 | MNDY MONDAY.COM LTD | Technology | 12.2% | $24.7m | 104,785 | 9% | added |
| 5 | WDAY WORKDAY INC-CLASS A | Technology | 8.1% | $16.3m | 63,301 | -9% | reduced |
| 6 | CRM SALESFORCE INC | Technology | 8.0% | $16.2m | 48,508 | -32% | reduced |
| 7 | DASH DOORDASH INC - A | Consumer Cyclical | 7.3% | $14.7m | 87,824 | -10% | reduced |
| 8 | AMZN AMAZON.COM INC | Consumer Cyclical | 5.3% | $10.7m | 48,868 | -7% | reduced |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.2% | $6.4m | 3,788 | -6% | reduced |
| 10 | V VISA INC-CLASS A SHARES | Financial Services | 3.0% | $6.1m | 19,242 | -0% | held |
| 11 | ENFUSION INC - CLASS A | 1.7% | $3.5m | 339,982 | -18% | reduced | |
| 12 | VEEV VEEVA SYSTEMS INC-CLASS A | Healthcare | 0.1% | $210.2k | 1,000 | – | new |
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.