TenCore Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TP TenCore Partners, LP | Institutional Filer | ▼ 34.21% | $128.7M | 14 |
Current Portfolio Holdings
Showing all 14 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 79K | $29.2M | 22.68% |
| 2 | META | Meta Platforms, Inc. | Technology | 36K | $20.6M | 16.03% |
| 3 | APPF | AppFolio, Inc. | Technology | 110K | $17.3M | 13.48% |
| 4 | GOOGL | Alphabet Inc. | Technology | 34K | $9.8M | 7.63% |
| 5 | MNDY | monday.com Ltd. | Technology | 136K | $9.4M | 7.29% |
| 6 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 5K | $8.5M | 6.58% |
| 7 | CRM | Salesforce, Inc. | Technology | 44K | $8.2M | 6.40% |
| 8 | PRM | Perimeter Solutions, S.A. | Basic Materials | 274K | $6.7M | 5.20% |
| 9 | DASH | DoorDash, Inc. | Communication Services | 43K | $6.4M | 4.96% |
| 10 | WDAY | Workday, Inc. | Technology | 49K | $6.4M | 4.94% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 15K | $3.0M | 2.35% |
| 12 | V | Visa Inc. | Financial Services | 9K | $2.6M | 2.00% |
| 13 | KNSL | Kinsale Capital Group, Inc. | Financial Services | 950 | $325K | 0.25% |
| 14 | TDG | TransDigm Group Incorporated | Industrials | 236 | $274K | 0.21% |
Showing 1 to 14 of 14 holdings