TenCore Partners, LP
- SEC CIK
- 0001755784
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 15
- +1 vs. Q1 2026
- Portfolio value
- $128.4M
- −$301.8K (−0.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 62,376 | $23.3M | 18.1% | −16,490−20.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 36,112 | $20.3M | 15.8% | +40+0.1% | Added | History |
| APPFAppfolio Inc | COM CL A | 88,270 | $14.2M | 11.0% | −21,635−19.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 34,141 | $12.2M | 9.5% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 5,868 | $9.96M | 7.8% | +970+19.8% | Added | History |
| MNDYmonday.com Ltd. | SHS | 133,992 | $9.70M | 7.6% | −1,870−1.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 38,130 | $9.09M | 7.1% | +23,600+162.4% | Added | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 234,950 | $8.38M | 6.5% | −39,100−14.3% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 42,744 | $7.89M | 6.1% | +240+0.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 14,190 | $5.78M | 4.5% | +14,190 | New | History |
| WDAYWorkday, Inc. | CL A | 31,290 | $3.83M | 3.0% | −17,661−36.1% | Reduced | History |
| VVisa Inc. | Stock | 8,619 | $2.96M | 2.3% | +100+1.2% | Added | History |
| TDGTransDigm Group INC | COM | 266 | $354.3K | 0.3% | +30+12.7% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 950 | $313.3K | 0.2% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 500 | $207.8K | 0.2% | +500 | New | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.