TenCore Partners, LP Long-Term Concentrated

Location: New York, NY

CIK: 0001755784 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $196M (100.0% shares, 0.0% debt)

Holdings (14)

MSFT MICROSOFT CORP 20.9%

Value $40.85M Shares 84,461 Est. Cost $231.42 Unrealized +116.3%

META META PLATFORMS INC 14.9%

Value $29.1M Shares 44,092 Est. Cost $223.17 Unrealized +199.0%

MNDY MONDAY.COM LTD 9.6%

Value $18.87M Shares 127,890 Est. Cost $252.12 Unrealized -33.2%

GOOGL ALPHABET INC-CL A 9.2%

Value $18.09M Shares 57,796 Est. Cost $107.42 Unrealized +165.9%

CRM SALESFORCE INC 7.3%

Value $14.28M Shares 53,913 Est. Cost $202.20 Unrealized +22.7%

WDAY WORKDAY INC-CLASS A 7.3%

Value $14.21M Shares 66,171 Est. Cost $204.77 Unrealized +11.0%

MELI MERCADOLIBRE INC 6.2%

Value $12.05M Shares 5,983 Est. Cost $1653.20 Unrealized +27.1%

DASH DOORDASH INC - A 6.0%

Value $11.72M Shares 51,754 Est. Cost $150.81 Unrealized +55.5%

PRM PERIMETER SOLUTIONS INC 5.6%

Value $10.88M Shares 395,150 Est. Cost $11.33 Unrealized +123.0%

ELV ELEVANCE HEALTH INC 5.6%

Value $10.87M Shares 31,000 Est. Cost $308.14 Unrealized +9.3%

AMZN AMAZON.COM INC 5.4%

Value $10.59M Shares 45,880 Est. Cost $123.86 Unrealized +84.7%

V VISA INC-CLASS A SHARES 1.8%

Value $3.614M Shares 10,304 Est. Cost $224.44 Unrealized +51.7%

TDG TRANSDIGM GROUP INC 0.1%

Value $274K Shares 206 Est. Cost $1310.75 Unrealized 0.0%

CPNG COUPANG INC 0.1%

Value $243K Shares 10,300 Est. Cost $28.45 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	84,461	$40.85M	20.9%	$231.42	+116.3%	COM	594918104
META	META PLATFORMS INC	44,092	$29.1M	14.9%	$223.17	+199.0%	CL A	30303M102
MNDY	MONDAY.COM LTD	127,890	$18.87M	9.6%	$252.12	-33.2%	SHS	M7S64H106
GOOGL	ALPHABET INC-CL A	57,796	$18.09M	9.2%	$107.42	+165.9%	CAP STK CL A	02079K305
CRM	SALESFORCE INC	53,913	$14.28M	7.3%	$202.20	+22.7%	COM	79466L302
WDAY	WORKDAY INC-CLASS A	66,171	$14.21M	7.3%	$204.77	+11.0%	CL A	98138H101
MELI	MERCADOLIBRE INC	5,983	$12.05M	6.2%	$1653.20	+27.1%	COM	58733R102
DASH	DOORDASH INC - A	51,754	$11.72M	6.0%	$150.81	+55.5%	CL A	25809K105
PRM	PERIMETER SOLUTIONS INC	395,150	$10.88M	5.6%	$11.33	+123.0%	COMMON STOCK	71385M107
ELV	ELEVANCE HEALTH INC	31,000	$10.87M	5.6%	$308.14	+9.3%	COM	036752103
AMZN	AMAZON.COM INC	45,880	$10.59M	5.4%	$123.86	+84.7%	COM	023135106
V	VISA INC-CLASS A SHARES	10,304	$3.614M	1.8%	$224.44	+51.7%	COM CL A	92826C839
TDG	TRANSDIGM GROUP INC	206	$274K	0.1%	$1310.75	0.0%	COM	893641100
CPNG	COUPANG INC	10,300	$243K	0.1%	$28.45	0.0%	CL A	22266T109