TenCore Partners, LP Long-Term Concentrated

CIK: 0001755784 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $225,692 (100.0% shares, 0.0% debt)

Holdings (12)

MSFT MICROSOFT CORP 21.5%

Value ($000) $48,450 Shares 93,541 Est. Cost $231.42 Unrealized +119.8%

META META PLATFORMS INC 15.9%

Value ($000) $35,869 Shares 48,842 Est. Cost $223.17 Unrealized +233.0%

MNDY MONDAY.COM LTD 12.1%

Value ($000) $27,386 Shares 141,390 Est. Cost $252.12 Unrealized -8.7%

GOOGL ALPHABET INC-CL A 10.3%

Value ($000) $23,351 Shares 96,056 Est. Cost $107.42 Unrealized +94.8%

DASH DOORDASH INC - A 8.3%

Value ($000) $18,728 Shares 68,854 Est. Cost $150.81 Unrealized +66.3%

WDAY WORKDAY INC-CLASS A 7.1%

Value ($000) $15,929 Shares 66,171 Est. Cost $204.77 Unrealized +12.9%

ELV ELEVANCE HEALTH INC 5.0%

Value ($000) $11,309 Shares 35,000 Est. Cost $308.14 Unrealized 0.0%

AMZN AMAZON.COM INC 4.9%

Value ($000) $11,167 Shares 50,860 Est. Cost $123.86 Unrealized +82.7%

CRM SALESFORCE INC 4.7%

Value ($000) $10,573 Shares 44,613 Est. Cost $192.61 Unrealized +30.5%

PRM PERIMETER SOLUTIONS INC 4.3%

Value ($000) $9,788 Shares 437,150 Est. Cost $11.33 Unrealized +67.2%

MELI MERCADOLIBRE INC 4.1%

Value ($000) $9,250 Shares 3,958 Est. Cost $1424.36 Unrealized +68.5%

V VISA INC-CLASS A SHARES 1.7%

Value ($000) $3,893 Shares 11,404 Est. Cost $224.44 Unrealized +53.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	93,541	$48,450	21.5%	$231.42	+119.8%	COM	594918104
META	META PLATFORMS INC	48,842	$35,869	15.9%	$223.17	+233.0%	CL A	30303M102
MNDY	MONDAY.COM LTD	141,390	$27,386	12.1%	$252.12	-8.7%	SHS	M7S64H106
GOOGL	ALPHABET INC-CL A	96,056	$23,351	10.3%	$107.42	+94.8%	CAP STK CL A	02079K305
DASH	DOORDASH INC - A	68,854	$18,728	8.3%	$150.81	+66.3%	CL A	25809K105
WDAY	WORKDAY INC-CLASS A	66,171	$15,929	7.1%	$204.77	+12.9%	CL A	98138H101
ELV	ELEVANCE HEALTH INC	35,000	$11,309	5.0%	$308.14	0.0%	COM	036752103
AMZN	AMAZON.COM INC	50,860	$11,167	4.9%	$123.86	+82.7%	COM	023135106
CRM	SALESFORCE INC	44,613	$10,573	4.7%	$192.61	+30.5%	COM	79466L302
PRM	PERIMETER SOLUTIONS INC	437,150	$9,788	4.3%	$11.33	+67.2%	COMMON STOCK	71385M107
MELI	MERCADOLIBRE INC	3,958	$9,250	4.1%	$1424.36	+68.5%	COM	58733R102
V	VISA INC-CLASS A SHARES	11,404	$3,893	1.7%	$224.44	+53.8%	COM CL A	92826C839