TenCore Partners, LP — 13F Holdings & Portfolio
CIK 1755784 · latest 13F-HR filed 2026-11-05
TenCore Partners, LP manages $126.2M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are META (19.62%), MSFT (19.07%), GOOGL (9.31%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position and exited 1; 3 existing positions rose in reported value and 7 fell.
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.
Long-equity book
Distinct positions
Filed 2026-11-05
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 88%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Apr 17, 2026.
15TH FLOOR
NEW YORK, NY 10019
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BHAKOO, GIRISH, KUMAR Control | CHIEF INVESTMENT OFFICER, LIMITED PARTNER, PRINCIPAL since Jun 2018 | 75% or more | Individual |
| TENCORE GLOBAL LLC Control | GENERAL PARTNER since Jun 2018 | Less than 5% | Domestic Entity |
| JACKELOW (MRS.), ANN-HELENE | CHIEF FINANCIAL OFFICER since Feb 2025 | Less than 5% | Individual |
| MACKENZIE, BRIAN, THOMAS | CHIEF COMPLIANCE OFFICER since Jan 2025 | Less than 5% | Individual |
| BHAKOO, GIRISH, KUMAR Control Indirect owner via TENCORE GLOBAL LLC | MANAGING MEMBER since Jun 2018 | 75% or more | Individual |
Ownership & leadership changes · 6 filings with changes since Nov 1, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedJACKELOW (MRS.), ANN-HELENE · CHIEF FINANCIAL OFFICER · Less than 5%
- ChangedBHAKOO, GIRISH, KUMAR · title CHIEF EXECUTIVE OFFICER, LIMITED PARTNER → CHIEF INVESTMENT OFFICER, LIMITED PARTNER, PRINCIPAL
- ChangedBHAKOO, GIRISH, KUMAR · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER, LIMITED PARTNER
- No longer listedNAUS, CHRISTIAN, JOHN · CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Apr 2019
- AddedMACKENZIE, BRIAN, THOMAS · CHIEF COMPLIANCE OFFICER · Less than 5%
- AddedBHAKOO, GIRISH, KUMAR · MANAGING MEMBER · 75% or more · indirect via TENCORE GLOBAL LLC · control person
- AddedTENCORE GLOBAL LLC · GENERAL PARTNER · Less than 5% · control person
- ChangedNAUS, CHRISTIAN, JOHN · title CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER
- ChangedNAUS, CHRISTIAN, JOHN · title CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER
- AddedNAUS, CHRISTIAN, JOHN · CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedBHAKOO, GIRISH, KUMAR · title CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
- ListedBHAKOO, GIRISH, KUMAR · CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- META PLATFORMS INC$4.4M +21.7%
- WORKDAY INC-CLASS A$2.4M +62.9%
- TRANSDIGM GROUP INC$88.5K +25.0%
Top Trims
- APPFOLIO INC - A-$6.7M -47.2%
- MONDAY.COM LTD-$2.5M -25.8%
- PERIMETER SOLUTIONS INC-$2.2M -26.2%
- MERCADOLIBRE INC-$1.5M -15.5%
- DOORDASH INC - A-$1.3M -16.8%
TenCore Partners, LP Holdings (2026-09-30)
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 | META PLATFORMS INC | META | 30303M102 | $24.8M | 19.62% | 34,142 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $24.1M | 19.07% | 46,907 | SH |
| 3 | ALPHABET INC-CL A | GOOGL | 02079K305 | $11.7M | 9.31% | 34,141 | SH |
| 4 | MERCADOLIBRE INC | MELI | 58733R102 | $8.4M | 6.67% | 4,868 | SH |
| 5 | AMAZON.COM INC | AMZN | 023135106 | $8.1M | 6.38% | 32,330 | SH |
| 6 | APPFOLIO INC - A | APPF | 03783C100 | $7.5M | 5.92% | 37,240 | SH |
| 7 | MONDAY.COM LTD | MNDY | M7S64H106 | $7.2M | 5.71% | 91,792 | SH |
| 8 | DOORDASH INC - A | DASH | 25809K105 | $6.6M | 5.20% | 35,744 | SH |
| 9 | BENTLEY SYSTEMS INC-CLASS B | BSY | 08265T208 | $6.6M | 5.20% | 205,253 | SH |
| 10 | WORKDAY INC-CLASS A | WDAY | 98138H101 | $6.2M | 4.95% | 32,765 | SH |
| 11 | PERIMETER SOLUTIONS INC | PRM | 71385M107 | $6.2M | 4.90% | 234,950 | SH |
| 12 | S&P GLOBAL INC | SPGI | 78409V104 | $5.6M | 4.44% | 14,190 | SH |
| 13 | VISA INC-CLASS A SHARES | V | 92826C839 | $2.6M | 2.06% | 7,219 | SH |
| 14 | TRANSDIGM GROUP INC | TDG | 893641100 | $442.8K | 0.35% | 409 | SH |
| 15 | KINSALE CAPITAL GROUP INC | KNSL | 49714P108 | $306.6K | 0.24% | 950 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-05 | $126.2M | 15 | 0001755784-26-000007 |
| 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 |
15TH FLOOR
NEW YORK, NY 10019