TenCore Partners, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 12 US equity positions worth $221.2m in its Q2 2025 13F filing. The largest position was MSFT at 23.1% of the reported book, followed by META and MNDY. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 6 among the top 12 holdings.
What did TenCore Partners, LP own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 23.1% | $51.0m | 102,591 | -7% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 18.1% | $40.1m | 54,327 | -7% | reduced |
| 3 | MNDY MONDAY.COM LTD | Technology | 14.1% | $31.3m | 99,455 | -0% | held |
| 4 | GOOGL ALPHABET INC-CL A | Communication Services | 8.8% | $19.5m | 110,406 | -16% | reduced |
| 5 | DASH DOORDASH INC - A | Consumer Cyclical | 8.5% | $18.7m | 75,854 | -6% | reduced |
| 6 | WDAY WORKDAY INC-CLASS A | Technology | 7.2% | $15.9m | 66,171 | 0% | held |
| 7 | CRM SALESFORCE INC | Technology | 5.5% | $12.2m | 44,613 | -12% | reduced |
| 8 | AMZN AMAZON.COM INC | Consumer Cyclical | 5.0% | $11.2m | 50,860 | 0% | held |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.7% | $10.3m | 3,958 | 0% | held |
| 10 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 3.0% | $6.7m | 482,150 | 53% | added |
| 11 | V VISA INC-CLASS A SHARES | Financial Services | 1.8% | $4.0m | 11,404 | -31% | reduced |
| 12 | TDG TRANSDIGM GROUP INC | Industrials | 0.1% | $313.3k | 206 | 0% | held |
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.