TenCore Partners, LP
13F Reported Value
ⓘ$128.4M
Holdings
15
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
TenCore Partners, LP disclosed 15 positions worth $128.4M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 18.1% of the equity portfolio, followed by $META and $APPF. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $SPGI and a full exit from $CRM. The portfolio is most concentrated in Technology (65.0% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.8#31
Quality
$23.3M62,376 sh - 79.6#35
Quality
$20.3M36,112 sh - 71.6#179
Quality
$14.2M88,270 sh - 78.2
Quality
$12.2M34,141 sh - 80.2
Quality
$10.0M5,868 sh - —
Quality
$9.7M133,992 sh - 68.7
Quality
$9.1M38,130 sh - 48.3
Quality
$8.4M234,950 sh - 71.0
Quality
$7.9M42,744 sh - 76.1
Quality
$5.8M14,190 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICROSOFT CORP$MSFT | 79.8#31 | $23.3M | 62,376 |
 Meta Platforms, Inc.$META | 79.6#35 | $20.3M | 36,112 |
 APPFOLIO INC$APPF | 71.6#179 | $14.2M | 88,270 |
 Alphabet Inc.$GOOG | 78.2 | $12.2M | 34,141 |
 MERCADOLIBRE INC$MELI | 80.2 | $10.0M | 5,868 |
 monday.com Ltd.$MNDY | — | $9.7M | 133,992 |
 AMAZON COM INC$AMZN | 68.7 | $9.1M | 38,130 |
 Perimeter Solutions, Inc.$PRM | 48.3 | $8.4M | 234,950 |
 DoorDash, Inc.$DASH | 71.0 | $7.9M | 42,744 |
 S&P Global Inc.$SPGI | 76.1 | $5.8M | 14,190 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TenCore Partners, LP's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Technology
$83.5M
Consumer Discretionary
$19.0M
Financials
$9.0M
Healthcare
$8.6M
Industrials
$8.2M
Full Holdings — TenCore Partners, LP (Q2 2026)
All 15 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 | $23.3M | 18.1% | -21% | 79.8 |
| 2 | $META | Meta Platforms, Inc. | $20.3M | 15.8% | +0% | 79.6 |
| 3 | $APPF | APPFOLIO INC | $14.2M | 11.0% | -20% | 71.6 |
| 4 | $GOOG | Alphabet Inc. | $12.2M | 9.5% | +0% | 78.2 |
| 5 | $MELI | MERCADOLIBRE INC | $10.0M | 7.8% | +20% | 80.2 |
| 6 | $MNDY | monday.com Ltd. | $9.7M | 7.5% | -1% | — |
| 7 | $AMZN | AMAZON COM INC | $9.1M | 7.1% | +162% | 68.7 |
| 8 | $PRM | Perimeter Solutions, Inc. | $8.4M | 6.5% | -14% | 48.3 |
| 9 | $DASH | DoorDash, Inc. | $7.9M | 6.1% | +1% | 71 |
| 10 | $SPGI | S&P Global Inc. | $5.8M | 4.5% | NEW | 76.1 |
| 11 |  $WDAY | Workday, Inc. | $3.8M | 3.0% | -36% | 75.5 |
| 12 |  $V | VISA INC. | $3.0M | 2.3% | +1% | 82.9 |
| 13 |  $TDG | TransDigm Group INC | $354,323 | 0.3% | +13% | 68 |
| 14 |  $KNSL | Kinsale Capital Group, Inc. | $313,320 | 0.2% | +0% | 77.3 |
| 15 |  $UNH | UNITEDHEALTH GROUP INC | $207,815 | 0.2% | NEW | 62.7 |
Exited Positions (1)
$CRM Salesforce, Inc.Browse Top Institutional Investors
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