Filed: 11/5/2025ACC: 0001755784-25-000007
📋 What this filing means
TENCORE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $225.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$225.69M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
COM$90.75M40.2%
CL A$70.53M31.2%
SHS$27.39M12.1%
CAP STK CL A$23.35M10.3%
COMMON STOCK$9.79M4.3%
COM CL A$3.89M1.7%
Portfolio Concentration
Top 3$111.70M49.5%
4–10$100.85M44.7%
11–25$13.14M5.8%
Top 3 weight
49.5%
Top 10 weight
94.2%
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
SOLEShares93.54K
TypeSH
Market value$48.45M
21.47%
Sole
93.54K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48.84K
TypeSH
Market value$35.87M
15.89%
Sole
48.84K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares141.39K
TypeSH
Market value$27.39M
12.13%
Sole
141.39K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares96.06K
TypeSH
Market value$23.35M
10.35%
Sole
96.06K
Shared
0.00
None
0.00
DOORDASH INC - A
SOLEShares68.85K
TypeSH
Market value$18.73M
8.30%
Sole
68.85K
Shared
0.00
None
0.00
WORKDAY INC-CLASS A
SOLEShares66.17K
TypeSH
Market value$15.93M
7.06%
Sole
66.17K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares35K
TypeSH
Market value$11.31M
5.01%
Sole
35K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares50.86K
TypeSH
Market value$11.17M
4.95%
Sole
50.86K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares44.61K
TypeSH
Market value$10.57M
4.68%
Sole
44.61K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares437.15K
TypeSH
Market value$9.79M
4.34%
Sole
437.15K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares3.96K
TypeSH
Market value$9.25M
4.10%
Sole
3.96K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares11.40K
TypeSH
Market value$3.89M
1.72%
Sole
11.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 93.54K | SH | $48.45M 21.47% | 93.54K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48.84K | SH | $35.87M 15.89% | 48.84K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | SHS | 141.39K | SH | $27.39M 12.13% | 141.39K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 96.06K | SH | $23.35M 10.35% | 96.06K | 0.00 | 0.00 |
DOORDASH INC - ASOLE | CL A | 68.85K | SH | $18.73M 8.30% | 68.85K | 0.00 | 0.00 |
WORKDAY INC-CLASS ASOLE | CL A | 66.17K | SH | $15.93M 7.06% | 66.17K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 35K | SH | $11.31M 5.01% | 35K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 50.86K | SH | $11.17M 4.95% | 50.86K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 44.61K | SH | $10.57M 4.68% | 44.61K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 437.15K | SH | $9.79M 4.34% | 437.15K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.96K | SH | $9.25M 4.10% | 3.96K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | COM CL A | 11.40K | SH | $3.89M 1.72% | 11.40K | 0.00 | 0.00 |