TenCore Partners, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SALESFORCE INC | 44,613 | 53,913 | +9,300 | 10,573,281 | 14,282,093 | +3,708,812 |
| MERCADOLIBRE INC | 3,958 | 5,983 | +2,025 | 9,249,609 | 12,051,318 | +2,801,709 |
| PERIMETER SOLUTIONS INC | 437,150 | 395,150 | -42,000 | 9,787,789 | 10,878,480 | +1,090,691 |
| TRANSDIGM GROUP INC | 0 | 206 | +206 | 0 | 273,949 | +273,949 |
| COUPANG INC | 0 | 10,300 | +10,300 | 0 | 242,977 | +242,977 |
| VISA INC-CLASS A SHARES | 11,404 | 10,304 | -1,100 | 3,893,098 | 3,613,716 | -279,382 |
| ELEVANCE HEALTH INC | 35,000 | 31,000 | -4,000 | 11,309,200 | 10,867,050 | -442,150 |
| AMAZON.COM INC | 50,860 | 45,880 | -4,980 | 11,167,330 | 10,590,022 | -577,308 |
| WORKDAY INC-CLASS A | 66,171 | 66,171 | 0 | 15,929,345 | 14,212,207 | -1,717,138 |
| ALPHABET INC-CL A | 96,056 | 57,796 | -38,260 | 23,351,214 | 18,090,148 | -5,261,066 |
| META PLATFORMS INC | 48,842 | 44,092 | -4,750 | 35,868,588 | 29,104,688 | -6,763,900 |
| DOORDASH INC - A | 68,854 | 51,754 | -17,100 | 18,727,599 | 11,721,246 | -7,006,353 |
| MICROSOFT CORP | 93,541 | 84,461 | -9,080 | 48,449,561 | 40,847,029 | -7,602,532 |
| MONDAY.COM LTD | 141,390 | 127,890 | -13,500 | 27,385,829 | 18,871,448 | -8,514,381 |