TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 14
- 0 vs. Q4 2025
- Portfolio value
- $128.7M
- −$66.9M (−34.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 78,866 | $29.2M | 22.7% | −5,595−6.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 36,072 | $20.6M | 16.0% | −8,020−18.2% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 109,905 | $17.3M | 13.5% | +109,905 | New | History |
| GOOGLAlphabet Inc. | Stock | 34,141 | $9.82M | 7.6% | −23,655−40.9% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 135,862 | $9.39M | 7.3% | +7,972+6.2% | Added | History |
| MELIMercadolibre Inc | COM | 4,898 | $8.47M | 6.6% | −1,085−18.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 44,108 | $8.23M | 6.4% | −9,805−18.2% | Reduced | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 274,050 | $6.69M | 5.2% | −121,100−30.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 42,504 | $6.38M | 5.0% | −9,250−17.9% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 48,951 | $6.36M | 4.9% | −17,220−26.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 14,530 | $3.03M | 2.4% | −31,350−68.3% | Reduced | History |
| VVisa Inc. | Stock | 8,519 | $2.57M | 2.0% | −1,785−17.3% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 950 | $324.6K | 0.3% | +950 | New | History |
| TDGTransDigm Group INC | COM | 236 | $273.5K | 0.2% | +30+14.6% | Added | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.