TenCore Partners, LP

CIK 1755784 · View on SEC EDGAR ↗

Portfolio value
$128.4M
#7,858 of 9,443 by 13F value · top 83.2%
Positions
15
As of
June 30, 2026

Portfolio value QoQ: -0.2% 13F does not disclose cash

Top 10 holdings weight
94.03%
Top 25 holdings weight
100.00%
Positions above 1%
12
Effective number of positions
9.3

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 Q4 2024–Q2 2026 · 75.0% still held

New positions
2
Increased
6
Decreased
5
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-9.2%
S&P 500 total return (same window)
+28.1%
Excess return
-37.2%

Annualized: -6.2% · S&P 500: +18.0%

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.

Priceable coverage: 99.7% · Options excluded: 0.0%

Sector breakdown

Technology
39.7%
Communication Services
25.3%
Retail
14.8%
Financial Services
6.8%
Materials
6.5%
Consumer Discretionary
6.1%
Industrials
0.3%
Financials
0.2%
Health Care
0.2%

Full portfolio 15 positions

Type Streak 8Q trend
MSFT Microsoft Corporation - Common Stock $23,267,496 18.12% 62,376 $-5,926,331 Down ×5
META Meta Platforms, Inc. - Class A Common Stock $20,341,528 15.84% 36,112 $-296,345 Up ×1
APPF AppFolio, Inc. - Class A Common Stock $14,154,095 11.02% 88,270 $-3,191,112 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $12,200,969 9.50% 34,141 $2,383,383
MELI MercadoLibre, Inc. - Common Stock $9,960,285 7.76% 5,868 $1,491,545 Up ×1
MNDY monday.com Ltd. - Ordinary Shares $9,699,681 7.55% 133,992 $310,258 Down ×1
AMZN Amazon.com, Inc. - Common Stock $9,087,904 7.08% 38,130 $6,061,741 Up ×1
PRM Perimeter Solutions, SA Common Stock $8,375,968 6.52% 234,950 $1,683,667 Down ×4
DASH DoorDash, Inc. - Common Stock $7,887,550 6.14% 42,744 $1,505,574 Up ×1
SPGI S&P Global Inc. Common Stock $5,779,019 4.50% 14,190 Up ×1
WDAY Workday, Inc. - Class A Common Stock $3,830,522 2.98% 31,290 $-2,529,192 Down ×2
V Visa Inc. $2,957,093 2.30% 8,619 $382,310 Up ×1
TDG Transdigm Group Incorporated Common Stock $354,323 0.28% 266 $80,808 Up ×2
KNSL Kinsale Capital Group, Inc. Common Stock $313,320 0.24% 950 $-11,257
UNH UnitedHealth Group Incorporated Common Stock (DE) $207,815 0.16% 500 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SPGI $5,779,019 14,190 4.50%
UNH $207,815 500 0.16%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AMZN Bought more +24K +$6.1M
MSFT Trimmed -16K -$5.9M
APPF Trimmed -22K -$3.2M
WDAY Trimmed -18K -$2.5M
GOOGL Price move only +0 +$2.4M
PRM Trimmed -39K +$1.7M
DASH Bought more +240 +$1.5M
MELI Bought more +970 +$1.5M
V Bought more +100 +$382K
MNDY Trimmed -2K +$310K

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.

SecurityQuarter Shares before Value before Price since exit
ELV March 31, 2026 31,000 $10,867,050 34.8%
CRM June 30, 2026 44,108 $8,233,640 31.3%
ENFN March 31, 2025 339,982 $3,501,815 No longer tracked
TDG Sept. 30, 2025 206 $313,252 -8.0%
CPNG March 31, 2026 10,300 $242,977 -13.6%
VEEV March 31, 2025 1,000 $210,250 8.8%