TenCore Partners, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 14 US equity positions worth $195.6m in its Q4 2025 13F filing. The largest position was MSFT at 20.9% of the reported book, followed by META and MNDY. Against the Q3 2025 filing, it opened 2 new positions, added to 2 and reduced 9 among the top 14 holdings.
What did TenCore Partners, LP own in Q4 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 20.9% | $40.8m | 84,461 | -10% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 14.9% | $29.1m | 44,092 | -10% | reduced |
| 3 | MNDY MONDAY.COM LTD | Technology | 9.6% | $18.9m | 127,890 | -10% | reduced |
| 4 | GOOGL ALPHABET INC-CL A | Communication Services | 9.2% | $18.1m | 57,796 | -40% | reduced |
| 5 | CRM SALESFORCE INC | Technology | 7.3% | $14.3m | 53,913 | 21% | added |
| 6 | WDAY WORKDAY INC-CLASS A | Technology | 7.3% | $14.2m | 66,171 | 0% | held |
| 7 | MELI MERCADOLIBRE INC | Consumer Cyclical | 6.2% | $12.1m | 5,983 | 51% | added |
| 8 | DASH DOORDASH INC - A | Consumer Cyclical | 6.0% | $11.7m | 51,754 | -25% | reduced |
| 9 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 5.6% | $10.9m | 395,150 | -10% | reduced |
| 10 | ELV ELEVANCE HEALTH INC | Healthcare | 5.6% | $10.9m | 31,000 | -11% | reduced |
| 11 | AMZN AMAZON.COM INC | Consumer Cyclical | 5.4% | $10.6m | 45,880 | -10% | reduced |
| 12 | V VISA INC-CLASS A SHARES | Financial Services | 1.8% | $3.6m | 10,304 | -10% | reduced |
| 13 | TDG TRANSDIGM GROUP INC | Industrials | 0.1% | $273.9k | 206 | – | new |
| 14 | CPNG COUPANG INC | Consumer Cyclical | 0.1% | $243.0k | 10,300 | – | 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.