Ownership history in TenCore Partners, LP Β· 11 quarters on record
This page tracks every 13F SEC filing in which TenCore Partners, LP reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π TenCore Partners, LP underperformed the S&P 500 by β1.9% annually on this V position. Timing score: 22% (2/9 decisions correct). Average cost basis: $232.60. Maximum drawdown during holding period: β5.8%.
β οΈ Trailed SPY by 1.9% ann. on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 9 add/trim decisions correct
Best entry: $232.60 (2023 Q2) Β· Worst: $232.60 (2023 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 9 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.85% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size