StockDriftsStockDriftsTop 14 TenCore Partners, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 22.68% | 78.9K | $29.2M | -6.62%(-5.59K) | $241.44(+61.74%) | 2026-03-31 | |
| META | META PLATFORMS INC | 16.03% | 36.1K | $20.6M | -18.19%(-8.02K) | $215.16(+170.91%) | 2026-03-31 | |
| APPF | APPFOLIO INC - A | 13.48% | 109.9K | $17.3M | new | $195.24(-12.46%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 7.63% | 34.1K | $9.8M | -40.93%(-23.66K) | $63.74(+464.63%) | 2026-03-31 | |
| MNDY | MONDAY.COM LTD | 7.29% | 135.9K | $9.4M | +6.23%(+7.97K) | $250.94(-68.21%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 6.58% | 4.9K | $8.5M | -18.13%(-1.08K) | $1479.38(+19.20%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 6.4% | 44.1K | $8.2M | -18.19%(-9.80K) | $202.92(-18.14%) | 2026-03-31 | |
| PRM | PERIMETER SOLUTIONS INC | 5.2% | 274.1K | $6.7M | -30.65%(-121.10K) | $11.66(+190.85%) | 2026-03-31 | |
| DASH | DOORDASH INC - A | 4.96% | 42.5K | $6.4M | -17.87%(-9.25K) | $146.28(+31.26%) | 2026-03-31 | |
| WDAY | WORKDAY INC-CLASS A | 4.94% | 49.0K | $6.4M | -26.02%(-17.22K) | $216.20(-37.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.18% | +56.83% |
| Top 20 Holdings Unweighted | +21.16% | +77.88% |
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