Filed: 5/15/2025ACC: 0001755784-25-000003
📋 What this filing means
TENCORE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $190.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$190.25M
Total AUM (reported)
984.62K
Total Shares
Allocation by class
COM$72.84M38.3%
CL A$63.90M33.6%
SHS$24.20M12.7%
CAP STK CL A$20.35M10.7%
COM CL A$5.78M3.0%
COMMON STOCK$3.17M1.7%
Portfolio Concentration
Top 3$99.42M52.3%
4–10$87.36M45.9%
11–25$3.46M1.8%
Top 3 weight
52.3%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 984.62K
Sole
Full voting authority
984.62K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
MICROSOFT CORP
SOLEShares110.70K
TypeSH
Market value$41.55M
21.84%
Sole
110.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares58.41K
TypeSH
Market value$33.67M
17.70%
Sole
58.41K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares99.53K
TypeSH
Market value$24.20M
12.72%
Sole
99.53K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares131.58K
TypeSH
Market value$20.35M
10.70%
Sole
131.58K
Shared
0.00
None
0.00
WORKDAY INC-CLASS A
SOLEShares66.17K
TypeSH
Market value$15.45M
8.12%
Sole
66.17K
Shared
0.00
None
0.00
DOORDASH INC - A
SOLEShares80.85K
TypeSH
Market value$14.78M
7.77%
Sole
80.85K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares50.69K
TypeSH
Market value$13.60M
7.15%
Sole
50.69K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares50.86K
TypeSH
Market value$9.68M
5.09%
Sole
50.86K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares3.96K
TypeSH
Market value$7.72M
4.06%
Sole
3.96K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares16.50K
TypeSH
Market value$5.78M
3.04%
Sole
16.50K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares315.15K
TypeSH
Market value$3.17M
1.67%
Sole
315.15K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares206.00
TypeSH
Market value$285.0K
0.15%
Sole
206.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 110.70K | SH | $41.55M 21.84% | 110.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 58.41K | SH | $33.67M 17.70% | 58.41K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | SHS | 99.53K | SH | $24.20M 12.72% | 99.53K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 131.58K | SH | $20.35M 10.70% | 131.58K | 0.00 | 0.00 |
WORKDAY INC-CLASS ASOLE | CL A | 66.17K | SH | $15.45M 8.12% | 66.17K | 0.00 | 0.00 |
DOORDASH INC - ASOLE | CL A | 80.85K | SH | $14.78M 7.77% | 80.85K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 50.69K | SH | $13.60M 7.15% | 50.69K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 50.86K | SH | $9.68M 5.09% | 50.86K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.96K | SH | $7.72M 4.06% | 3.96K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | COM CL A | 16.50K | SH | $5.78M 3.04% | 16.50K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 315.15K | SH | $3.17M 1.67% | 315.15K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 206.00 | SH | $285.0K 0.15% | 206.00 | 0.00 | 0.00 |