Tencore Partners, LP
TenCore Partners, LP is a New York-based hedge fund manager, founded in 2018 by Girish Bhakoo. The firm specializes in acquiring and owning long-duration companies with strong business and managerial qualities. TenCore employs a disciplined research approach focused on primary research, global benchmarking, and counter-cyclical decision making. With fewer than 25 employees, it primarily serves institutional investors seeking long-term capital growth through selective ownership of high-quality equities.
Investment Strategy
TenCore Partners specializes in investing in 'ultra-marathoner' companies—businesses with the inherent ability to preserve and grow value due to robust operational qualities and superior management. The firm targets companies whose 'soft infrastructure' improves with scale and exhibits anti-fragility. Its investment process emphasizes rigorous primary research, detailed global benchmarking, and counter-cyclical decision-making, aiming to generate superior long-term returns versus global equity indexes.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 23.07% | $51.0M | 102,591 | $239.18 | $497.41 | +$9.5M |
M META | META PLATFORMS INC | 18.13% | $40.1M | 54,327 | $224.44 | $738.09 | +$6.4M |
M MNDY | MONDAY.COM LTD | 14.14% | $31.3M | 99,455 | $261.29 | $314.48 | +$7.1M |
G GOOGL | ALPHABET INC-CL A | 8.80% | $19.5M | 110,406 | $67.53 | $176.23 | -$890.8K |
D DASH | DOORDASH INC - A | 8.45% | $18.7M | 75,854 | $152.42 | $246.51 | +$3.9M |