Free Trial

Tencore Partners, Lp Top Holdings and 13F Report (2025)

About Tencore Partners, Lp

Investment Activity

  • Tencore Partners, Lp has $202.68 million in total holdings as of December 31, 2024.
  • Tencore Partners, Lp owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 1.09% of the portfolio was purchased this quarter.
  • About 9.55% of the portfolio was sold this quarter.
  • This quarter, Tencore Partners, Lp has purchased 11 new stocks and bought additional shares in 1 stock.
  • Tencore Partners, Lp sold shares of 10 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft
$44,654,132
Meta Platforms
$32,830,717
Alphabet
$26,282,601
monday.com
$24,670,580
Workday
$16,333,557

Largest New Holdings this Quarter

Veeva Systems
$210,250 Holding

Largest Purchases this Quarter

monday.com
8,491 shares (about $2.00M)
Veeva Systems
1,000 shares (about $210.25K)

Largest Sales this Quarter

Salesforce
22,496 shares (about $7.52M)
Meta Platforms
6,895 shares (about $4.04M)
Alphabet
8,840 shares (about $1.67M)
DOORDASH INC - A
9,836 shares (about $1.65M)
Workday
6,350 shares (about $1.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTencore Partners, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$44,654,132$843,000 -1.9%105,94122.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$32,830,717$4,037,091 -11.0%56,07216.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$26,282,601$1,673,412 -6.0%138,84113.0%Computer and Technology
monday.com Ltd. stock logo
MNDY
monday.com
$24,670,580$1,999,121 8.8%104,78512.2%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$16,333,557$1,638,490 -9.1%63,3018.1%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$16,217,680$7,521,088 -31.7%48,5088.0%Computer and Technology
DOORDASH INC - A
$14,732,476$1,649,989 -10.1%87,8247.3%CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,721,151$834,779 -7.2%48,8685.3%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$6,441,267$380,899 -5.6%3,7883.2%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$6,081,242$7,585 -0.1%19,2423.0%Business Services
Enfusion, Inc. stock logo
ENFN
Enfusion
$3,501,815$772,500 -18.1%339,9821.7%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$210,250$210,250 New Holding1,0000.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data