TenCore Partners, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 12 US equity positions worth $190.2m in its Q1 2025 13F filing. The largest position was MSFT at 21.8% of the reported book, followed by META and MNDY. Against the Q4 2024 filing, it opened 2 new positions, added to 6 and reduced 4 among the top 12 holdings.
What did TenCore Partners, LP own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 21.8% | $41.6m | 110,696 | 4% | added |
| 2 | META META PLATFORMS INC | Communication Services | 17.7% | $33.7m | 58,412 | 4% | added |
| 3 | MNDY MONDAY.COM LTD | Technology | 12.7% | $24.2m | 99,530 | -5% | reduced |
| 4 | GOOGL ALPHABET INC-CL A | Communication Services | 10.7% | $20.3m | 131,581 | -5% | reduced |
| 5 | WDAY WORKDAY INC-CLASS A | Technology | 8.1% | $15.5m | 66,171 | 5% | added |
| 6 | DASH DOORDASH INC - A | Consumer Cyclical | 7.8% | $14.8m | 80,854 | -8% | reduced |
| 7 | CRM SALESFORCE INC | Technology | 7.2% | $13.6m | 50,693 | 5% | added |
| 8 | AMZN AMAZON.COM INC | Consumer Cyclical | 5.1% | $9.7m | 50,860 | 4% | added |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.1% | $7.7m | 3,958 | 4% | added |
| 10 | V VISA INC-CLASS A SHARES | Financial Services | 3.0% | $5.8m | 16,504 | -14% | reduced |
| 11 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 1.7% | $3.2m | 315,150 | – | new |
| 12 | TDG TRANSDIGM GROUP INC | Industrials | 0.1% | $285.0k | 206 | – | 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.