TenCore Partners, LP reported 15 positions worth $128.42M for the quarter ended Jun 30, 2026, down 0.2% on the prior quarter. It opened 2 new positions, added to 6, trimmed 5 and exited 1. Its largest holding is Microsoft Corp at 18.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPGI S&P Global Inc. | +14.2K | – | $5.78M | 4.5% |
| AMZN Amazon Com Inc | +23.6K | +162.4% | $5.62M | 7.08% |
| MELI Mercadolibre Inc | +970 | +19.8% | $1.65M | 7.76% |
| UNH Unitedhealth Group Inc | +500 | – | $207.82K | 0.162% |
| DASH DoorDash, Inc. | +240 | +0.6% | $44.29K | 6.14% |
| TDG TransDigm Group INC | +30 | +12.7% | $39.96K | 0.276% |
| V Visa Inc. | +100 | +1.2% | $34.31K | 2.3% |
| META Meta Platforms, Inc. | +40 | +0.1% | $22.53K | 15.84% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRM Salesforce, Inc. | -44.1K | -100.0% | $8.23M | Exited |
| MSFT Microsoft Corp | -16.5K | -20.9% | $6.15M | 18.12% |
| APPF Appfolio Inc | -21.6K | -19.7% | $3.47M | 11.02% |
| WDAY Workday, Inc. | -17.7K | -36.1% | $2.16M | 2.98% |
| PRM Perimeter Solutions, Inc. | -39.1K | -14.3% | $1.39M | 6.52% |
| MNDY monday.com Ltd. | -1,870 | -1.4% | $135.37K | 7.55% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CRM Salesforce, Inc. | -44.1K | $8.23M | 6.4% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 62.4K | $23.27M | 18.12% | -16.5K | -20.9% | Reduced | 0% |
| 2 | META Meta Platforms, Inc. | Technology | 36.1K | $20.34M | 15.84% | +40 | +0.1% | Added | 0% |
| 3 | APPF Appfolio Inc | Technology | 88.3K | $14.15M | 11.02% | -21.6K | -19.7% | Reduced | 0.25% |
| 4 | GOOGL Alphabet Inc. | Technology | 34.1K | $12.20M | 9.5% | 0 | 0.0% | Unchanged | 0% |
| 5 | MELI Mercadolibre Inc | Technology | 5,868 | $9.96M | 7.76% | +970 | +19.8% | Added | 0.01% |
| 6 | MNDY monday.com Ltd. | Technology | 134.0K | $9.70M | 7.55% | -1,870 | -1.4% | Reduced | 0.26% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 38.1K | $9.09M | 7.08% | +23.6K | +162.4% | Added | 0% |
| 8 | PRM Perimeter Solutions, Inc. | Industrials | 235.0K | $8.38M | 6.52% | -39.1K | -14.3% | Reduced | 0.14% |
| 9 | DASH DoorDash, Inc. | Technology | 42.7K | $7.89M | 6.14% | +240 | +0.6% | Added | 0.01% |
| 10 | SPGI S&P Global Inc. | Financial Services | 14.2K | $5.78M | 4.5% | +14.2K | – | New | 0% |
| 11 | WDAY Workday, Inc. | Technology | 31.3K | $3.83M | 2.98% | -17.7K | -36.1% | Reduced | 0.01% |
| 12 | V Visa Inc. | Financial Services | 8,619 | $2.96M | 2.3% | +100 | +1.2% | Added | 0% |
| 13 | TDG TransDigm Group INC | Industrials | 266 | $354.32K | 0.276% | +30 | +12.7% | Added | 0% |
| 14 | KNSL Kinsale Capital Group, Inc. | Financial Services | 950 | $313.32K | 0.244% | 0 | 0.0% | Unchanged | 0% |
| 15 | UNH Unitedhealth Group Inc | Healthcare | 500 | $207.82K | 0.162% | +500 | – | New | 0% |
Tip. Select a row to see that position’s full history at TenCore Partners.
As of its Q2 2026 13F filing, TenCore Partners, LP’s five largest positions were Microsoft Corp (MSFT) at 18.1%, Meta Platforms, Inc. (META) at 15.8%, Appfolio Inc (APPF) at 11.0%, Alphabet Inc. (GOOGL) at 9.5%, Mercadolibre Inc (MELI) at 7.8% of the reported portfolio.
TenCore Partners, LP reported a 13F portfolio worth $128.42M across 15 positions for Q2 2026. That is down 0.2% from the previous quarter.
Its largest purchases by value were S&P Global Inc. ($5.78M), Amazon Com Inc ($5.62M), Mercadolibre Inc ($1.65M). It opened 2 new positions.
Its largest sales by value were Salesforce, Inc. ($8.23M), Microsoft Corp ($6.15M), Appfolio Inc ($3.47M). It exited 1 positions entirely.
From the Form 13F-HR reports TenCore Partners, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.