Data as of Q4 2025 (Dec 31, 2025)

TenCore Partners, LP

•CIK: 1755784•Filing: Q4 2025

**TenCore Partners, LP** manages $196M across a concentrated portfolio of 14 positions. The fund exhibits significant exposure to mega-cap technology names, with MSFT ($40.8M) and META ($29.1M) anchoring the top two holdings. Further notable allocations include substantial positions in BKFDF ($18.9M) and GOOGL ($18.1M). This structure suggests a conviction-driven, large-cap growth mandate.

Total AUM
$195.6M
QoQ Performance
-13.3%
Positions
14
Top 10 Concentration
92.5%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
META
MNDY
GOOGL
CRM
WDAY
MLB1
DASH
MSFT20.9%
META14.9%
MNDY9.6%
GOOGL9.2%
CRM7.3%
WDAY7.3%
MLB16.2%
DASH6.0%

📈 Biggest Buys

MLB1
MERCADOLIBRE INC
+51.2%
6.2% of portfolio
CRM
SALESFORCE INC
+20.8%
7.3% of portfolio
T7D
TRANSDIGM GROUP INC
NEW
0.1% of portfolio
CPNG
COUPANG INC
NEW
0.1% of portfolio

📉 Biggest Sells

GOOGL
ALPHABET INC-CL A
-39.8%
9.2% of portfolio
MSFT
MICROSOFT CORP
-9.7%
20.9% of portfolio
DASH
DOORDASH INC - A
-24.8%
6.0% of portfolio
META
META PLATFORMS INC
-9.7%
14.9% of portfolio
MNDY
MONDAY.COM LTD
-9.5%
9.6% of portfolio

Sector Breakdown

Technology52.3%
Other40.4%
Consumer5.4%
Financial1.8%

Changes from Q3 2025

NEW2 new positions
↑2 increased
↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT20.9%
MICROSOFT CORP
$40.8M
META14.9%
META PLATFORMS INC
$29.1M
MNDY9.6%
MONDAY.COM LTD
$18.9M
GOOGL9.2%
ALPHABET INC-CL A
$18.1M
CRM7.3%
SALESFORCE INC
$14.3M

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