Latest TenCore Partners, LP Stock Portfolio
$336Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $357.8 Millions as of 30 Sep, 2023.
The top stock holdings of TenCore Partners, LP are MSFT, META, GOOG. The fund has invested 19.4% of it's portfolio in MICROSOFT CORP and 13.7% of portfolio in META PLATFORMS INC.
They significantly reduced their stock positions in AMAZON COM INC (AMZN), SALESFORCE INC (CRM) and BROOKFIELD CORP. TenCore Partners, LP opened new stock positions in EPAM SYS INC (EPAM) and ATLASSIAN CORPORATION.
The top stock holdings of TenCore Partners, LP are MSFT, META, GOOG. The fund has invested 19.4% of it's portfolio in MICROSOFT CORP and 13.7% of portfolio in META PLATFORMS INC.
They significantly reduced their stock positions in AMAZON COM INC (AMZN), SALESFORCE INC (CRM) and BROOKFIELD CORP. TenCore Partners, LP opened new stock positions in EPAM SYS INC (EPAM) and ATLASSIAN CORPORATION.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| SALESFORCE INC | 0.27 |
Additions to existing portfolio by TenCore Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| MICROSOFT CORP | -17.84 |
| HUBSPOT INC | -17.78 |
| META PLATFORMS INC | -17.77 |
| WORKDAY INC | -17.72 |
| ALPHABET INC | -17.18 |
| TAIWAN SEMICONDUCTOR MFG LTD | -16.49 |
| MERCADOLIBRE INC | -16.39 |
| AMAZON COM INC | -9.96 |
TenCore Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| BROOKFIELD CORP | -7,162,130 |
| ATLASSIAN CORPORATION | -201,510 |
TenCore Partners, LP got rid off the above stocks
Current Stock Holdings of TenCore Partners, LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.14 | 113,988 | 17,319,300 | REDUCED | -9.96 | |
| CRM | SALESFORCE INC | 13.38 | 171,214 | 45,053,300 | ADDED | 0.27 | |
| DASH | DOORDASH INC | 5.98 | 203,780 | 20,151,800 | REDUCED | -9.87 | |
| EPAM | EPAM SYS INC | 0.09 | 1,000 | 297,340 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 11.71 | 282,310 | 39,435,900 | REDUCED | -17.18 | |
| HUBS | HUBSPOT INC | 9.15 | 53,099 | 30,826,100 | REDUCED | -17.78 | |
| MELI | MERCADOLIBRE INC | 1.41 | 3,010 | 4,730,340 | REDUCED | -16.39 | |
| META | META PLATFORMS INC | 14.11 | 134,197 | 47,500,400 | REDUCED | -17.77 | |
| MNDY | MONDAY COM LTD | 8.38 | 150,194 | 28,207,900 | REDUCED | -9.89 | |
| MSFT | MICROSOFT CORP | 20.12 | 180,231 | 67,774,100 | REDUCED | -17.84 | |
| TEAM | ATLASSIAN CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.26 | 40,920 | 4,255,680 | REDUCED | -16.49 | |
| V | VISA INC | 2.34 | 30,206 | 7,864,130 | REDUCED | -9.94 | |
| WDAY | WORKDAY INC | 6.93 | 84,592 | 23,352,500 | REDUCED | -17.72 | |
| BROOKFIELD CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |