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
$211M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M

Top Sells

1
+$12.7M
2
+$9.61M
3
+$9.46M
4
HUBS icon
HubSpot
HUBS
+$8.9M
5
MNDY icon
monday.com
MNDY
+$5.26M

Sector Composition

1 Technology 53.73%
2 Communication Services 28.64%
3 Consumer Discretionary 15.13%
4 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 21.97%
107,941
-22,330
2
$36M 17.05%
62,967
-22,265
3
$26.7M 12.65%
96,294
-18,920
4
$24.5M 11.59%
147,681
-29,140
5
$19.4M 9.19%
71,004
-34,550
6
$17M 8.05%
69,651
-13,685
7
$13.9M 6.59%
97,660
-18,875
8
$9.81M 4.64%
52,673
-12,820
9
$8.23M 3.89%
4,012
-802
10
$5.3M 2.51%
19,266
-3,785
11
$3.94M 1.86%
+414,982
12
– –
-68,170
13
– –
-15,092
14
– –
-2,072