Filed: 8/6/2025ACC: 0001755784-25-000005
📋 What this filing means
TENCORE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $221.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$221.18M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
COM$85.01M38.4%
CL A$74.68M33.8%
SHS$31.28M14.1%
CAP STK CL A$19.46M8.8%
COMMON STOCK$6.71M3.0%
COM CL A$4.05M1.8%
Portfolio Concentration
Top 3$122.40M55.3%
4–10$94.42M42.7%
11–25$4.36M2.0%
Top 3 weight
55.3%
Top 10 weight
98.0%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Sole
Full voting authority
1.10M
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
SOLEShares102.59K
TypeSH
Market value$51.03M
23.07%
Sole
102.59K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares54.33K
TypeSH
Market value$40.10M
18.13%
Sole
54.33K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares99.45K
TypeSH
Market value$31.28M
14.14%
Sole
99.45K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares110.41K
TypeSH
Market value$19.46M
8.80%
Sole
110.41K
Shared
0.00
None
0.00
DOORDASH INC - A
SOLEShares75.85K
TypeSH
Market value$18.70M
8.45%
Sole
75.85K
Shared
0.00
None
0.00
WORKDAY INC-CLASS A
SOLEShares66.17K
TypeSH
Market value$15.88M
7.18%
Sole
66.17K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares44.61K
TypeSH
Market value$12.17M
5.50%
Sole
44.61K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares50.86K
TypeSH
Market value$11.16M
5.04%
Sole
50.86K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares3.96K
TypeSH
Market value$10.34M
4.68%
Sole
3.96K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares482.15K
TypeSH
Market value$6.71M
3.03%
Sole
482.15K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares11.40K
TypeSH
Market value$4.05M
1.83%
Sole
11.40K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares206.00
TypeSH
Market value$313.3K
0.14%
Sole
206.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 102.59K | SH | $51.03M 23.07% | 102.59K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 54.33K | SH | $40.10M 18.13% | 54.33K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | SHS | 99.45K | SH | $31.28M 14.14% | 99.45K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 110.41K | SH | $19.46M 8.80% | 110.41K | 0.00 | 0.00 |
DOORDASH INC - ASOLE | CL A | 75.85K | SH | $18.70M 8.45% | 75.85K | 0.00 | 0.00 |
WORKDAY INC-CLASS ASOLE | CL A | 66.17K | SH | $15.88M 7.18% | 66.17K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 44.61K | SH | $12.17M 5.50% | 44.61K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 50.86K | SH | $11.16M 5.04% | 50.86K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.96K | SH | $10.34M 4.68% | 3.96K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 482.15K | SH | $6.71M 3.03% | 482.15K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | COM CL A | 11.40K | SH | $4.05M 1.83% | 11.40K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 206.00 | SH | $313.3K 0.14% | 206.00 | 0.00 | 0.00 |