Filed: 2/14/2025ACC: 0001822531-25-000003
📋 What this filing means
TENCORE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $202.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$202.68M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$78.03M38.5%
CL A$67.40M33.3%
CAP STK CL A$26.28M13.0%
SHS$24.67M12.2%
COM CL A$6.08M3.0%
CL A COM$210.3K0.1%
Portfolio Concentration
Top 3$103.77M51.2%
4–10$95.20M47.0%
11–25$3.71M1.8%
Top 3 weight
51.2%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Sole
Full voting authority
1.02M
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
SOLEShares105.94K
TypeSH
Market value$44.65M
22.03%
Sole
105.94K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares56.07K
TypeSH
Market value$32.83M
16.20%
Sole
56.07K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares138.84K
TypeSH
Market value$26.28M
12.97%
Sole
138.84K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares104.78K
TypeSH
Market value$24.67M
12.17%
Sole
104.78K
Shared
0.00
None
0.00
WORKDAY INC-CLASS A
SOLEShares63.30K
TypeSH
Market value$16.33M
8.06%
Sole
63.30K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares48.51K
TypeSH
Market value$16.22M
8.00%
Sole
48.51K
Shared
0.00
None
0.00
DOORDASH INC - A
SOLEShares87.82K
TypeSH
Market value$14.73M
7.27%
Sole
87.82K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares48.87K
TypeSH
Market value$10.72M
5.29%
Sole
48.87K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares3.79K
TypeSH
Market value$6.44M
3.18%
Sole
3.79K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares19.24K
TypeSH
Market value$6.08M
3.00%
Sole
19.24K
Shared
0.00
None
0.00
ENFUSION INC - CLASS A
SOLEShares339.98K
TypeSH
Market value$3.50M
1.73%
Sole
339.98K
Shared
0.00
None
0.00
VEEVA SYSTEMS INC-CLASS A
SOLEShares1K
TypeSH
Market value$210.3K
0.10%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 105.94K | SH | $44.65M 22.03% | 105.94K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 56.07K | SH | $32.83M 16.20% | 56.07K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 138.84K | SH | $26.28M 12.97% | 138.84K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | SHS | 104.78K | SH | $24.67M 12.17% | 104.78K | 0.00 | 0.00 |
WORKDAY INC-CLASS ASOLE | CL A | 63.30K | SH | $16.33M 8.06% | 63.30K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 48.51K | SH | $16.22M 8.00% | 48.51K | 0.00 | 0.00 |
DOORDASH INC - ASOLE | CL A | 87.82K | SH | $14.73M 7.27% | 87.82K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 48.87K | SH | $10.72M 5.29% | 48.87K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.79K | SH | $6.44M 3.18% | 3.79K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | COM CL A | 19.24K | SH | $6.08M 3.00% | 19.24K | 0.00 | 0.00 |
ENFUSION INC - CLASS ASOLE | CL A | 339.98K | SH | $3.50M 1.73% | 339.98K | 0.00 | 0.00 |
VEEVA SYSTEMS INC-CLASS ASOLE | CL A COM | 1K | SH | $210.3K 0.10% | 1K | 0.00 | 0.00 |