TenCore Partners, LP 13F Holdings · Q2 2026
TenCore Partners, LP reported 15 securities worth $128.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (18.12%), META (15.84%), APPF (11.02%). Among its top 25 positions this quarter: 2 new, 6 added, 5 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $23.3M | 18.12% | 62,376 | Trimmed |
| 2 | META | META PLATFORMS INC | $20.3M | 15.84% | 36,112 | Added |
| 3 | APPF | APPFOLIO INC - A | $14.2M | 11.02% | 88,270 | Trimmed |
| 4 | GOOGL | ALPHABET INC-CL A | $12.2M | 9.50% | 34,141 | Hold |
| 5 | MELI | MERCADOLIBRE INC | $10.0M | 7.76% | 5,868 | Added |
| 6 | MNDY | MONDAY.COM LTD | $9.7M | 7.55% | 133,992 | Trimmed |
| 7 | AMZN | AMAZON.COM INC | $9.1M | 7.08% | 38,130 | Added |
| 8 | PRM | PERIMETER SOLUTIONS INC | $8.4M | 6.52% | 234,950 | Trimmed |
| 9 | DASH | DOORDASH INC - A | $7.9M | 6.14% | 42,744 | Added |
| 10 | SPGI | S&P GLOBAL INC | $5.8M | 4.50% | 14,190 | New |
| 11 | WDAY | WORKDAY INC-CLASS A | $3.8M | 2.98% | 31,290 | Trimmed |
| 12 | V | VISA INC-CLASS A SHARES | $3.0M | 2.30% | 8,619 | Added |
| 13 | TDG | TRANSDIGM GROUP INC | $354,323 | 0.28% | 266 | Added |
| 14 | KNSL | KINSALE CAPITAL GROUP INC | $313,320 | 0.24% | 950 | Hold |
| 15 | UNH | UNITEDHEALTH GROUP INC | $207,815 | 0.16% | 500 | New |
| 16 | CRM | SALESFORCE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR