Latest TenCore Partners, LP Stock Portfolio
$322Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About TenCore Partners, LP and it’s 13F Hedge Fund Stock Holdings
TenCore Partners, LP is a hedge fund based in NEW YORK, NY. On 17-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $332.5 Millions. In it's latest 13F Holdings report, TenCore Partners, LP reported an equity portfolio of $322.4 Millions as of 31 Mar, 2024.
The top stock holdings of TenCore Partners, LP are MSFT, META, GOOG. The fund has invested 20.3% of it's portfolio in MICROSOFT CORP and 17.8% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off EPAM SYS INC (EPAM) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), DOORDASH INC - A (DASH) and HUBSPOT INC (HUBS). TenCore Partners, LP opened new stock positions in HDFC BANK LTD-ADR (HDB). The fund showed a lot of confidence in some stocks as they added substantially to MERCADOLIBRE INC (MELI).
The top stock holdings of TenCore Partners, LP are MSFT, META, GOOG. The fund has invested 20.3% of it's portfolio in MICROSOFT CORP and 17.8% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off EPAM SYS INC (EPAM) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), DOORDASH INC - A (DASH) and HUBSPOT INC (HUBS). TenCore Partners, LP opened new stock positions in HDFC BANK LTD-ADR (HDB). The fund showed a lot of confidence in some stocks as they added substantially to MERCADOLIBRE INC (MELI).
New Buys
| Ticker | $ Bought |
|---|---|
| HDFC BANK LTD-ADR | 3,815,480 |
New stocks bought by TenCore Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| MERCADOLIBRE INC | 59.57 |
Additions to existing portfolio by TenCore Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| SALESFORCE INC | -39.65 |
| DOORDASH INC - A | -38.21 |
| HUBSPOT INC | -36.68 |
| AMAZON.COM INC | -36.28 |
| VISA INC-CLASS A SHARES | -15.29 |
| MONDAY.COM LTD | -13.9 |
| MICROSOFT CORP | -13.87 |
| META PLATFORMS INC | -11.84 |
TenCore Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| EPAM SYS INC | -297,340 |
TenCore Partners, LP got rid off the above stocks
Current Stock Holdings of TenCore Partners, LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 4.06 | 72,638 | 13,102,400 | REDUCED | -36.28 | |
| CRM | SALESFORCE INC | 9.65 | 103,334 | 31,122,100 | REDUCED | -39.65 | |
| DASH | DOORDASH INC - A | 5.38 | 125,920 | 17,341,700 | REDUCED | -38.21 | |
| EPAM | EPAM SYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC-CL A | 13.16 | 281,236 | 42,446,900 | REDUCED | -0.38 | |
| HDB | HDFC BANK LTD-ADR | 1.18 | 68,170 | 3,815,480 | NEW | ||
| HUBS | HUBSPOT INC | 6.53 | 33,624 | 21,067,500 | REDUCED | -36.68 | |
| MELI | MERCADOLIBRE INC | 2.25 | 4,803 | 7,261,940 | ADDED | 59.57 | |
| META | META PLATFORMS INC | 17.82 | 118,307 | 57,447,500 | REDUCED | -11.84 | |
| MNDY | MONDAY.COM LTD | 9.06 | 129,314 | 29,208,200 | REDUCED | -13.9 | |
| MSFT | MICROSOFT CORP | 20.28 | 155,241 | 65,388,700 | REDUCED | -13.87 | |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 1.73 | 40,920 | 5,567,170 | UNCHANGED | 0.00 | |
| V | VISA INC-CLASS A SHARES | 2.21 | 25,586 | 7,140,540 | REDUCED | -15.29 | |
| WDAY | WORKDAY INC-CLASS A | 6.67 | 78,856 | 21,508,000 | REDUCED | -6.78 |