TENCORE PARTNERS, LP

PrivateCIK: 1755784
Location

NEW YORK, NY

πŸ“‹ What this filing means

TENCORE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $195.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

14
Positions
$195.65M
Total AUM (reported)
984.90K
Total Shares

Allocation by class

TOTAL AUM$195.65M14 positions
COM$88.91M45.4%
CL A$55.28M28.3%
SHS$18.87M9.6%
CAP STK CL A$18.09M9.2%
COMMON STOCK$10.88M5.6%
COM CL A$3.61M1.8%

Portfolio Concentration

Top 345.4%4–1047.1%11–257.5%TOP 1092.5%0%100%
Top 3$88.82M45.4%
4–10$92.10M47.1%
11–25$14.72M7.5%

Top 3 weight

45.4%

Top 10 weight

92.5%

Voting Authority Distribution

Total shares with voting rights: 984.90K

Sole

Full voting authority

984.90K

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)

Sole14
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings14
Rows:

MICROSOFT CORP

SOLE
COM
Shares84.46K
TypeSH
Market value$40.85M
20.88%
Sole
84.46K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares44.09K
TypeSH
Market value$29.10M
14.88%
Sole
44.09K
Shared
0.00
None
0.00

MONDAY.COM LTD

SOLE
SHS
Shares127.89K
TypeSH
Market value$18.87M
9.65%
Sole
127.89K
Shared
0.00
None
0.00

ALPHABET INC-CL A

SOLE
CAP STK CL A
Shares57.80K
TypeSH
Market value$18.09M
9.25%
Sole
57.80K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares53.91K
TypeSH
Market value$14.28M
7.30%
Sole
53.91K
Shared
0.00
None
0.00

WORKDAY INC-CLASS A

SOLE
CL A
Shares66.17K
TypeSH
Market value$14.21M
7.26%
Sole
66.17K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares5.98K
TypeSH
Market value$12.05M
6.16%
Sole
5.98K
Shared
0.00
None
0.00

DOORDASH INC - A

SOLE
CL A
Shares51.75K
TypeSH
Market value$11.72M
5.99%
Sole
51.75K
Shared
0.00
None
0.00

PERIMETER SOLUTIONS INC

SOLE
COMMON STOCK
Shares395.15K
TypeSH
Market value$10.88M
5.56%
Sole
395.15K
Shared
0.00
None
0.00

ELEVANCE HEALTH INC

SOLE
COM
Shares31K
TypeSH
Market value$10.87M
5.55%
Sole
31K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares45.88K
TypeSH
Market value$10.59M
5.41%
Sole
45.88K
Shared
0.00
None
0.00

VISA INC-CLASS A SHARES

SOLE
COM CL A
Shares10.30K
TypeSH
Market value$3.61M
1.85%
Sole
10.30K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares206.00
TypeSH
Market value$273.9K
0.14%
Sole
206.00
Shared
0.00
None
0.00

COUPANG INC

SOLE
CL A
Shares10.30K
TypeSH
Market value$243.0K
0.12%
Sole
10.30K
Shared
0.00
None
0.00
TENCORE PARTNERS, LP 13F Holdings β€” 14 Positions | Finecho