TenCore Partners, LP
Portfolio value QoQ: -0.2% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.42% Est. buys $13,399,215 · sells $21,545,256
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 83.3% still held
Performance vs S&P 500
Annualized: -2.5% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 15 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MSFT | $23,267,496 | 18.12% | 62,376 | $-5,926,331 | Down ×5 | ||
| META | $20,341,528 | 15.84% | 36,112 | $-296,345 | Up ×1 | ||
| APPF | $14,154,095 | 11.02% | 88,270 | $-3,191,112 | Down ×1 | ||
| GOOGL | $12,200,969 | 9.50% | 34,141 | $2,383,383 | |||
| MELI | $9,960,285 | 7.76% | 5,868 | $1,491,545 | Up ×1 | ||
| MNDY | $9,699,681 | 7.55% | 133,992 | $310,258 | Down ×1 | ||
| AMZN | $9,087,904 | 7.08% | 38,130 | $6,061,741 | Up ×1 | ||
| PRM | $8,375,968 | 6.52% | 234,950 | $1,683,667 | Down ×4 | ||
| DASH | $7,887,550 | 6.14% | 42,744 | $1,505,574 | Up ×1 | ||
| SPGI | $5,779,019 | 4.50% | 14,190 | Up ×1 | |||
| WDAY | $3,830,522 | 2.98% | 31,290 | $-2,529,192 | Down ×2 | ||
| V | $2,957,093 | 2.30% | 8,619 | $382,310 | Up ×1 | ||
| TDG | $354,323 | 0.28% | 266 | $80,808 | Up ×2 | ||
| KNSL | $313,320 | 0.24% | 950 | $-11,257 | |||
| UNH | $207,815 | 0.16% | 500 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.