TenCore Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELEVANCE HEALTH INC(ELV) | 0 | 35,000 | +35,000 | 0 | 11,309,200 | 5.01% | +11,309,200 |
| ALPHABET INC-CL A(GOOG) | 110,406 | 96,056 | -14,350 | 19,456,849 | 23,351,214 | 10.35% | +3,894,365 |
| PERIMETER SOLUTIONS INC(PRM) | 482,150 | 437,150 | -45,000 | 6,711,528 | 9,787,789 | 4.34% | +3,076,261 |
| WORKDAY INC-CLASS A(WDAY) | 66,171 | 66,171 | 0 | 15,881,040 | 15,929,345 | 7.06% | +48,305 |
| DOORDASH INC - A(DASH) | 75,854 | 68,854 | -7,000 | 18,698,770 | 18,727,599 | 8.30% | +28,829 |
| AMAZON.COM INC(AMZN) | 50,860 | 50,860 | 0 | 11,158,175 | 11,167,330 | 4.95% | +9,155 |
| VISA INC-CLASS A SHARES(V) | 11,404 | 11,404 | 0 | 4,048,990 | 3,893,098 | 1.72% | -155,892 |
| TRANSDIGM GROUP INC(TDG) | 206 | 0 | -206 | 313,252 | 0 | — | -313,252 |
| MERCADOLIBRE INC(MELI) | 3,958 | 3,958 | 0 | 10,344,748 | 9,249,609 | 4.10% | -1,095,139 |
| SALESFORCE INC(CRM) | 44,613 | 44,613 | 0 | 12,165,519 | 10,573,281 | 4.68% | -1,592,238 |
| MICROSOFT CORP(MSFT) | 102,591 | 93,541 | -9,050 | 51,029,789 | 48,449,561 | 21.47% | -2,580,228 |
| MONDAY.COM LTD | 99,455 | 141,390 | +41,935 | 31,276,608 | 27,385,829 | 12.13% | -3,890,779 |
| META PLATFORMS INC(META) | 54,327 | 48,842 | -5,485 | 40,098,215 | 35,868,588 | 15.89% | -4,229,627 |