TenCore Partners, LP
13F Reported Value
ⓘ$128.7M
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
TenCore Partners, LP disclosed 14 positions worth $128.7M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 22.7% of the equity portfolio, followed by $META and $APPF. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $APPF and a full exit from $ELV. The portfolio is most concentrated in Technology (78.5% of disclosed assets). All figures are sourced directly from TenCore Partners, LP’s Form 13F-HR filing with the SEC under CIK 1755784.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$29.2M78,866 sh - 80.9#35
Quality
$20.6M36,072 sh - 75.5#123
Quality
$17.3M109,905 sh - 80.2
Quality
$9.8M34,141 sh - —
Quality
$9.4M135,862 sh - 77.5
Quality
$8.5M4,898 sh - 75.2
Quality
$8.2M44,108 sh - 56.5
Quality
$6.7M274,050 sh - 70.6
Quality
$6.4M42,504 sh - 74.2
Quality
$6.4M48,951 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICROSOFT CORP$MSFT | 83.7#15 | $29.2M | 78,866 |
 Meta Platforms, Inc.$META | 80.9#35 | $20.6M | 36,072 |
 APPFOLIO INC$APPF | 75.5#123 | $17.3M | 109,905 |
 Alphabet Inc.$GOOG | 80.2 | $9.8M | 34,141 |
 monday.com Ltd.$MNDY | — | $9.4M | 135,862 |
 MERCADOLIBRE INC$MELI | 77.5 | $8.5M | 4,898 |
 Salesforce, Inc.$CRM | 75.2 | $8.2M | 44,108 |
 Perimeter Solutions, Inc.$PRM | 56.5 | $6.7M | 274,050 |
 DoorDash, Inc.$DASH | 70.6 | $6.4M | 42,504 |
 Workday, Inc.$WDAY | 74.2 | $6.4M | 48,951 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TenCore Partners, LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Technology
$101.0M
Consumer Discretionary
$11.5M
Healthcare
$6.7M
Industrials
$6.7M
Financials
$2.9M
Full Holdings — TenCore Partners, LP (Q1 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $29.2M | 22.7% | -7% | 83.7 |
| 2 | $META | Meta Platforms, Inc. | $20.6M | 16.0% | -18% | 80.9 |
| 3 | $APPF | APPFOLIO INC | $17.3M | 13.5% | NEW | 75.5 |
| 4 | $GOOG | Alphabet Inc. | $9.8M | 7.6% | -41% | 80.2 |
| 5 | $MNDY | monday.com Ltd. | $9.4M | 7.3% | +6% | — |
| 6 | $MELI | MERCADOLIBRE INC | $8.5M | 6.6% | -18% | 77.5 |
| 7 | $CRM | Salesforce, Inc. | $8.2M | 6.4% | -18% | 75.2 |
| 8 | $PRM | Perimeter Solutions, Inc. | $6.7M | 5.2% | -31% | 56.5 |
| 9 | $DASH | DoorDash, Inc. | $6.4M | 5.0% | -18% | 70.6 |
| 10 | $WDAY | Workday, Inc. | $6.4M | 4.9% | -26% | 74.2 |
| 11 |  $AMZN | AMAZON COM INC | $3.0M | 2.4% | -68% | 74.6 |
| 12 |  $V | VISA INC. | $2.6M | 2.0% | -17% | 83.5 |
| 13 |  $KNSL | Kinsale Capital Group, Inc. | $324,577 | 0.3% | NEW | 79.6 |
| 14 |  $TDG | TransDigm Group INC | $273,515 | 0.2% | +15% | 75.4 |
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