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

About Tencore Partners, Lp

Investment Activity

  • Tencore Partners, Lp has $190.25 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 4.50% of the portfolio was purchased this quarter.
  • About 4.39% of the portfolio was sold this quarter.
  • This quarter, Tencore Partners, Lp has purchased 12 new stocks and bought additional shares in 6 stocks.
  • Tencore Partners, Lp sold shares of 4 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft
$41,554,171
Meta Platforms
$33,666,340
monday.com
$24,201,715
Alphabet
$20,347,686
Workday
$15,452,914

Largest New Holdings this Quarter

71385M107 - PERIMETER SOLUTIONS INC
$3,173,561 Holding
893641100 - TransDigm Group
$284,958 Holding

Largest Purchases this Quarter

PERIMETER SOLUTIONS INC
315,150 shares (about $3.17M)
Microsoft
4,755 shares (about $1.78M)
Meta Platforms
2,340 shares (about $1.35M)
Workday
2,870 shares (about $670.23K)
Salesforce
2,185 shares (about $586.37K)

Largest Sales this Quarter

monday.com
5,255 shares (about $1.28M)
DOORDASH INC - A
6,970 shares (about $1.27M)
Alphabet
7,260 shares (about $1.12M)
Visa
2,738 shares (about $959.56K)

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
$41,554,171$1,784,979 4.5%110,69621.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$33,666,340$1,348,682 4.2%58,41217.7%Computer and Technology
monday.com Ltd. stock logo
MNDY
monday.com
$24,201,715$1,277,806 -5.0%99,53012.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,347,686$1,122,686 -5.2%131,58110.7%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$15,452,914$670,231 4.5%66,1718.1%Computer and Technology
DOORDASH INC - A
$14,777,686$1,273,907 -7.9%80,8547.8%CL A
Salesforce, Inc. stock logo
CRM
Salesforce
$13,603,973$586,367 4.5%50,6937.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,676,624$378,998 4.1%50,8605.1%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$7,721,543$331,648 4.5%3,9584.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$5,783,992$959,560 -14.2%16,5043.0%Business Services
PERIMETER SOLUTIONS INC
$3,173,561$3,173,561 New Holding315,1501.7%COMMON STOCK
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$284,958$284,958 New Holding2060.1%Aerospace
Enfusion, Inc. stock logo
ENFN
Enfusion
$0$3,501,815 -100.0%00.0%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$210,250 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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