TenCore Partners, LP Long-Term Concentrated

CIK: 0001755784 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value ($000): $195,646 (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (2)

TDG TRANSDIGM GROUP INC 0.1%

Value ($000) $274 Shares 206 Est. Cost $1310.75 Unrealized 0.0%

CPNG COUPANG INC 0.1%

Value ($000) $243 Shares 10,300 Est. Cost $28.45 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TDG	TRANSDIGM GROUP INC	206	$274	0.1%	$1310.75	0.0%	COM	893641100
CPNG	COUPANG INC	10,300	$243	0.1%	$28.45	0.0%	CL A	22266T109

Increased Positions (2)

CRM SALESFORCE INC 7.3%

Value ($000) $14,282 (+35.1%) Shares 53,913 (+20.8%) Est. Cost $202.20 Unrealized +22.7%

MELI MERCADOLIBRE INC 6.2%

Value ($000) $12,051 (+30.3%) Shares 5,983 (+51.2%) Est. Cost $1653.20 Unrealized +27.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	53,913 (+20.8%)	$14,282 (+35.1%)	7.3%	$202.20	+22.7%	COM	79466L302
MELI	MERCADOLIBRE INC	5,983 (+51.2%)	$12,051 (+30.3%)	6.2%	$1653.20	+27.1%	COM	58733R102

Decreased Positions (9)

MNDY MONDAY.COM LTD 9.6%

Value ($000) $18,871 (-31.1%) Shares 127,890 (-9.5%) Est. Cost $252.12 Unrealized -33.2%

MSFT MICROSOFT CORP 20.9%

Value ($000) $40,847 (-15.7%) Shares 84,461 (-9.7%) Est. Cost $231.42 Unrealized +116.3%

DASH DOORDASH INC - A 6.0%

Value ($000) $11,721 (-37.4%) Shares 51,754 (-24.8%) Est. Cost $150.81 Unrealized +55.5%

META META PLATFORMS INC 14.9%

Value ($000) $29,105 (-18.9%) Shares 44,092 (-9.7%) Est. Cost $223.17 Unrealized +199.0%

GOOGL ALPHABET INC-CL A 9.2%

Value ($000) $18,090 (-22.5%) Shares 57,796 (-39.8%) Est. Cost $107.42 Unrealized +165.9%

PRM PERIMETER SOLUTIONS INC 5.6%

Value ($000) $10,878 (+11.1%) Shares 395,150 (-9.6%) Est. Cost $11.33 Unrealized +123.0%

AMZN AMAZON.COM INC 5.4%

Value ($000) $10,590 (-5.2%) Shares 45,880 (-9.8%) Est. Cost $123.86 Unrealized +84.7%

ELV ELEVANCE HEALTH INC 5.6%

Value ($000) $10,867 (-3.9%) Shares 31,000 (-11.4%) Est. Cost $308.14 Unrealized +9.3%

V VISA INC-CLASS A SHARES 1.8%

Value ($000) $3,614 (-7.2%) Shares 10,304 (-9.6%) Est. Cost $224.44 Unrealized +51.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MNDY	MONDAY.COM LTD	127,890 (-9.5%)	$18,871 (-31.1%)	9.6%	$252.12	-33.2%	SHS	M7S64H106
MSFT	MICROSOFT CORP	84,461 (-9.7%)	$40,847 (-15.7%)	20.9%	$231.42	+116.3%	COM	594918104
DASH	DOORDASH INC - A	51,754 (-24.8%)	$11,721 (-37.4%)	6.0%	$150.81	+55.5%	CL A	25809K105
META	META PLATFORMS INC	44,092 (-9.7%)	$29,105 (-18.9%)	14.9%	$223.17	+199.0%	CL A	30303M102
GOOGL	ALPHABET INC-CL A	57,796 (-39.8%)	$18,090 (-22.5%)	9.2%	$107.42	+165.9%	CAP STK CL A	02079K305
PRM	PERIMETER SOLUTIONS INC	395,150 (-9.6%)	$10,878 (+11.1%)	5.6%	$11.33	+123.0%	COMMON STOCK	71385M107
AMZN	AMAZON.COM INC	45,880 (-9.8%)	$10,590 (-5.2%)	5.4%	$123.86	+84.7%	COM	023135106
ELV	ELEVANCE HEALTH INC	31,000 (-11.4%)	$10,867 (-3.9%)	5.6%	$308.14	+9.3%	COM	036752103
V	VISA INC-CLASS A SHARES	10,304 (-9.6%)	$3,614 (-7.2%)	1.8%	$224.44	+51.7%	COM CL A	92826C839

Unchanged Positions (1)

WDAY WORKDAY INC-CLASS A 7.3%

Value ($000) $14,212 Shares 66,171 Est. Cost $204.77 Unrealized +11.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WDAY	WORKDAY INC-CLASS A	66,171	$14,212	7.3%	$204.77	+11.0%	CL A	98138H101