- New Purchases: MNDY, SHOP,
- Added Positions: CRM, BABA,
- Reduced Positions: GOOGL, HUBS, FB, DASH, MELI, OKTA, AMZN, MSFT,
- Sold Out: WDAY, TWTR, NFLX,
For the details of TenCore Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/tencore+partners%2C+lp/current-portfolio/portfolio
These are the top 5 holdings of TenCore Partners, LP- Salesforce.com Inc (CRM) - 460,075 shares, 17.25% of the total portfolio. Shares added by 30.43%
- Alphabet Inc (GOOGL) - 44,980 shares, 16.62% of the total portfolio. Shares reduced by 9.28%
- Meta Platforms Inc (FB) - 256,505 shares, 12.03% of the total portfolio. Shares reduced by 8.9%
- DoorDash Inc (DASH) - 306,840 shares, 8.73% of the total portfolio. Shares reduced by 12.21%
- Amazon.com Inc (AMZN) - 16,795 shares, 7.62% of the total portfolio. Shares reduced by 3.09%
TenCore Partners, LP initiated holding in Monday.Com Ltd. The purchase prices were between $198.98 and $406.49, with an estimated average price of $294.4. The stock is now traded at around $388.875000. The impact to a portfolio due to this purchase was 6.31%. The holding were 140,000 shares as of 2021-09-30.
New Purchase: Shopify Inc (SHOP)TenCore Partners, LP initiated holding in Shopify Inc. The purchase prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75. The stock is now traded at around $1688.850000. The impact to a portfolio due to this purchase was 1.12%. The holding were 6,000 shares as of 2021-09-30.
Added: Salesforce.com Inc (CRM)TenCore Partners, LP added to a holding in Salesforce.com Inc by 30.43%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $306.380000. The impact to a portfolio due to this purchase was 4.02%. The holding were 460,075 shares as of 2021-09-30.
Added: Alibaba Group Holding Ltd (BABA)TenCore Partners, LP added to a holding in Alibaba Group Holding Ltd by 30.22%. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $167.220000. The impact to a portfolio due to this purchase was 1.17%. The holding were 245,260 shares as of 2021-09-30.
Sold Out: Workday Inc (WDAY)TenCore Partners, LP sold out a holding in Workday Inc. The sale prices were between $226.15 and $277.74, with an estimated average price of $247.92.
Sold Out: Twitter Inc (TWTR)TenCore Partners, LP sold out a holding in Twitter Inc. The sale prices were between $59.66 and $71.69, with an estimated average price of $65.71.
Sold Out: Netflix Inc (NFLX)TenCore Partners, LP sold out a holding in Netflix Inc. The sale prices were between $510.72 and $610.34, with an estimated average price of $550.68.
Here is the complete portfolio of TenCore Partners, LP. Also check out:
1. TenCore Partners, LP's Undervalued Stocks
2. TenCore Partners, LP's Top Growth Companies, and
3. TenCore Partners, LP's High Yield stocks
4. Stocks that TenCore Partners, LP keeps buying