TenCore Partners, LP — 13F Holdings & Portfolio
CIK 1755784 · latest 13F-HR filed 2026-08-12
TenCore Partners, LP manages $128.4M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (18.12%), META (15.84%), APPF (11.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 7, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
15TH FLOOR
NEW YORK, NY 10019
$128.4M
Long-equity book
15
Distinct positions
2026-06-30
Filed 2026-08-12
+2 / −1 / ↑7 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON.COM INC$6.1M +200.3%
- ALPHABET INC-CL A$2.4M +24.3%
- PERIMETER SOLUTIONS INC$1.7M +25.2%
- DOORDASH INC - A$1.5M +23.6%
- MERCADOLIBRE INC$1.5M +17.6%
Top Trims
- MICROSOFT CORP-$5.9M -20.3%
- APPFOLIO INC - A-$3.2M -18.4%
- WORKDAY INC-CLASS A-$2.5M -39.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $23.3M | 18.12% | 62,376 | SH |
| 2 | META PLATFORMS INC | META | 30303M102 | $20.3M | 15.84% | 36,112 | SH |
| 3 | APPFOLIO INC - A | APPF | 03783C100 | $14.2M | 11.02% | 88,270 | SH |
| 4 | ALPHABET INC-CL A | GOOGL | 02079K305 | $12.2M | 9.50% | 34,141 | SH |
| 5 | MERCADOLIBRE INC | MELI | 58733R102 | $10.0M | 7.76% | 5,868 | SH |
| 6 | MONDAY.COM LTD | MNDY | M7S64H106 | $9.7M | 7.55% | 133,992 | SH |
| 7 | AMAZON.COM INC | AMZN | 023135106 | $9.1M | 7.08% | 38,130 | SH |
| 8 | PERIMETER SOLUTIONS INC | PRM | 71385M107 | $8.4M | 6.52% | 234,950 | SH |
| 9 | DOORDASH INC - A | DASH | 25809K105 | $7.9M | 6.14% | 42,744 | SH |
| 10 | S&P GLOBAL INC | SPGI | 78409V104 | $5.8M | 4.50% | 14,190 | SH |
| 11 | WORKDAY INC-CLASS A | WDAY | 98138H101 | $3.8M | 2.98% | 31,290 | SH |
| 12 | VISA INC-CLASS A SHARES | V | 92826C839 | $3.0M | 2.30% | 8,619 | SH |
| 13 | TRANSDIGM GROUP INC | TDG | 893641100 | $354.3K | 0.28% | 266 | SH |
| 14 | KINSALE CAPITAL GROUP INC | KNSL | 49714P108 | $313.3K | 0.24% | 950 | SH |
| 15 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $207.8K | 0.16% | 500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $128.4M | 15 | 0001755784-26-000004 |
| 2026-03-31 | 2026-05-06 | $128.7M | 14 | 0001755784-26-000003 |
| 2025-12-31 | 2026-02-10 | $195.6M | 14 | 0001755784-26-000002 |