TenCore Partners, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1755784) · Explore on the interactive board
TenCore Partners, LP disclosed 15 US equity positions worth $128.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 12, 2026). Its largest position is MSFT at 18.1% of the reported book, followed by META, APPF. The top ten holdings are 94.0% of the book, and the portfolio behaves like about 9 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 5, reduced 5 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does TenCore Partners, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 5 added, 5 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 18.1% | $23.3m | 62,376 | -21% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 15.8% | $20.3m | 36,112 | 0% | held |
| 3 | APPF APPFOLIO INC - A | Technology | 11.0% | $14.2m | 88,270 | -20% | reduced |
| 4 | GOOGL ALPHABET INC-CL A | Communication Services | 9.5% | $12.2m | 34,141 | 0% | held |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.8% | $10.0m | 5,868 | 20% | added |
| 6 | MNDY MONDAY.COM LTD | Technology | 7.6% | $9.7m | 133,992 | -1% | reduced |
| 7 | AMZN AMAZON.COM INC | Consumer Cyclical | 7.1% | $9.1m | 38,130 | 162% | added |
| 8 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 6.5% | $8.4m | 234,950 | -14% | reduced |
| 9 | DASH DOORDASH INC - A | Consumer Cyclical | 6.1% | $7.9m | 42,744 | 1% | added |
| 10 | SPGI S&P GLOBAL INC | Financial Services | 4.5% | $5.8m | 14,190 | – | new |
| 11 | WDAY WORKDAY INC-CLASS A | Technology | 3.0% | $3.8m | 31,290 | -36% | reduced |
| 12 | V VISA INC-CLASS A SHARES | Financial Services | 2.3% | $3.0m | 8,619 | 1% | added |
| 13 | TDG TRANSDIGM GROUP INC | Industrials | 0.3% | $354.3k | 266 | 13% | added |
| 14 | KNSL KINSALE CAPITAL GROUP INC | Financial Services | 0.2% | $313.3k | 950 | 0% | held |
| 15 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.2% | $207.8k | 500 | – | new |
What did TenCore Partners, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| CRM SALESFORCE INC | 100.0% | $8.2m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 39.7% |
| Communication Services | 25.3% |
| Consumer Cyclical | 21.0% |
| Financial Services | 7.0% |
| Basic Materials | 6.5% |
| Industrials | 0.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is TenCore Partners, LP's portfolio?
Across every quarter TenCore Partners, LP has filed, its median largest position is 20.4% of the book and its median top-ten weight is 94.6%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 15.0 positions are still open and their final length is unknown.