TP

TenCore Partners Portfolio holdings

AUM $221M
1-Year Est. Return 31.2%
This Quarter Est. Return
1 Year Est. Return
+31.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.85M
2
+$2.83M
3
+$1.8M
4
MNDY icon
monday.com
MNDY
+$1.78M
5
CRM icon
Salesforce
CRM
+$1.72M

Sector Composition

1 Technology 49.84%
2 Communication Services 32.1%
3 Consumer Discretionary 18.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.5M 19.2%
698,630
-27,445
2
$70.6M 18.7%
244,915
-9,810
3
$44.9M 11.9%
435,075
-17,425
4
$42.8M 11.34%
214,380
-8,585
5
$38.6M 10.22%
181,970
-7,290
6
$29.9M 7.91%
69,687
-2,795
7
$29.1M 7.71%
203,905
-12,500
8
$17.5M 4.65%
275,935
-10,985
9
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0