TenCore Partners, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 12 US equity positions worth $225.7m in its Q3 2025 13F filing. The largest position was MSFT at 21.5% of the reported book, followed by META and MNDY. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 5 among the top 12 holdings.
What did TenCore Partners, LP own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 21.5% | $48.4m | 93,541 | -9% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 15.9% | $35.9m | 48,842 | -10% | reduced |
| 3 | MNDY MONDAY.COM LTD | Technology | 12.1% | $27.4m | 141,390 | 42% | added |
| 4 | GOOGL ALPHABET INC-CL A | Communication Services | 10.3% | $23.4m | 96,056 | -13% | reduced |
| 5 | DASH DOORDASH INC - A | Consumer Cyclical | 8.3% | $18.7m | 68,854 | -9% | reduced |
| 6 | WDAY WORKDAY INC-CLASS A | Technology | 7.1% | $15.9m | 66,171 | 0% | held |
| 7 | ELV ELEVANCE HEALTH INC | Healthcare | 5.0% | $11.3m | 35,000 | – | new |
| 8 | AMZN AMAZON.COM INC | Consumer Cyclical | 4.9% | $11.2m | 50,860 | 0% | held |
| 9 | CRM SALESFORCE INC | Technology | 4.7% | $10.6m | 44,613 | 0% | held |
| 10 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 4.3% | $9.8m | 437,150 | -9% | reduced |
| 11 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.1% | $9.2m | 3,958 | 0% | held |
| 12 | V VISA INC-CLASS A SHARES | Financial Services | 1.7% | $3.9m | 11,404 | 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.