TenCore Partners, LP — 13F Holdings & Portfolio
CIK 1755784 · latest 13F-HR filed 2026-05-06
TenCore Partners, LP manages $128.7M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (22.68%), META (16.03%), APPF (13.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 0, and trimmed 11.
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.
$128.7M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-06
+2 / −2 / ↑0 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- MICROSOFT CORP-$11.7M -28.5%
- MONDAY.COM LTD-$9.5M -50.2%
- META PLATFORMS INC-$8.5M -29.1%
- ALPHABET INC-CL A-$8.3M -45.7%
- WORKDAY INC-CLASS A-$7.9M -55.3%
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 | $29.2M | 22.68% | 78,866 | SH |
| 2 | META PLATFORMS INC | META | 30303M102 | $20.6M | 16.03% | 36,072 | SH |
| 3 | APPFOLIO INC - A | APPF | 03783C100 | $17.3M | 13.48% | 109,905 | SH |
| 4 | ALPHABET INC-CL A | GOOGL | 02079K305 | $9.8M | 7.63% | 34,141 | SH |
| 5 | MONDAY.COM LTD | MNDY | M7S64H106 | $9.4M | 7.29% | 135,862 | SH |
| 6 | MERCADOLIBRE INC | MELI | 58733R102 | $8.5M | 6.58% | 4,898 | SH |
| 7 | SALESFORCE INC | CRM | 79466L302 | $8.2M | 6.40% | 44,108 | SH |
| 8 | PERIMETER SOLUTIONS INC | PRM | 71385M107 | $6.7M | 5.20% | 274,050 | SH |
| 9 | DOORDASH INC - A | DASH | 25809K105 | $6.4M | 4.96% | 42,504 | SH |
| 10 | WORKDAY INC-CLASS A | WDAY | 98138H101 | $6.4M | 4.94% | 48,951 | SH |
| 11 | AMAZON.COM INC | AMZN | 023135106 | $3.0M | 2.35% | 14,530 | SH |
| 12 | VISA INC-CLASS A SHARES | V | 92826C839 | $2.6M | 2.00% | 8,519 | SH |
| 13 | KINSALE CAPITAL GROUP INC | KNSL | 49714P108 | $324.6K | 0.25% | 950 | SH |
| 14 | TRANSDIGM GROUP INC | TDG | 893641100 | $273.5K | 0.21% | 236 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $128.7M | 14 | 0001755784-26-000003 |
| 2025-12-31 | 2026-02-10 | $195.6M | 14 | 0001755784-26-000002 |