Investor Details
| Filer Name: | TENCORE PARTNERS, LP |
|---|---|
| CIK: | 1755784 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 12 |
| Portfolio Value: | $0.20B |
Tencore Partners, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 105,941 | $45M | 22.03% | -1.9% | - |
| META | US | META PLATFORMS INC-CLASS A | 56,072 | $33M | 16.20% | -11.0% | - |
| GOOGL | US | ALPHABET INC-CL A | 138,841 | $26M | 12.97% | -6.0% | - |
| MNDY | US | MONDAY.COM LTD | 104,785 | $25M | 12.17% | 8.8% | - |
| WDAY | US | WORKDAY INC-CLASS A | 63,301 | $16M | 8.06% | -9.1% | - |
| CRM | US | SALESFORCE INC | 48,508 | $16M | 8.00% | -31.7% | - |
| DASH | US | DOORDASH INC - A | 87,824 | $15M | 7.27% | -10.1% | - |
| AMZN | US | AMAZON.COM INC | 48,868 | $11M | 5.29% | -7.2% | - |
| MELI | US | MERCADOLIBRE INC | 3,788 | $6M | 3.18% | -5.6% | - |
| V | US | VISA INC-CLASS A SHARES | 19,242 | $6M | 3.00% | -0.1% | - |
| ENFN | US | ENFUSION INC - CLASS A | 339,982 | $4M | 1.73% | -18.1% | - |
| VEEV | US | VEEVA SYSTEMS INC-CLASS A | 1,000 | $0M | 0.10% | 100.0% | - |