TenCore Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
TenCore Partners, LP disclosed 14 US equity positions worth $128.7m in its Q1 2026 13F filing. The largest position was MSFT at 22.7% of the reported book, followed by META and APPF.
What did TenCore Partners, LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 22.7% | $29.2m | 78,866 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 16.0% | $20.6m | 36,072 | – | |
| 3 | APPF APPFOLIO INC - A | Technology | 13.5% | $17.3m | 109,905 | – | |
| 4 | GOOGL ALPHABET INC-CL A | Communication Services | 7.6% | $9.8m | 34,141 | – | |
| 5 | MNDY MONDAY.COM LTD | Technology | 7.3% | $9.4m | 135,862 | – | |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 6.6% | $8.5m | 4,898 | – | |
| 7 | CRM SALESFORCE INC | Technology | 6.4% | $8.2m | 44,108 | – | |
| 8 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 5.2% | $6.7m | 274,050 | – | |
| 9 | DASH DOORDASH INC - A | Consumer Cyclical | 5.0% | $6.4m | 42,504 | – | |
| 10 | WDAY WORKDAY INC-CLASS A | Technology | 4.9% | $6.4m | 48,951 | – | |
| 11 | AMZN AMAZON.COM INC | Consumer Cyclical | 2.4% | $3.0m | 14,530 | – | |
| 12 | V VISA INC-CLASS A SHARES | Financial Services | 2.0% | $2.6m | 8,519 | – | |
| 13 | KNSL KINSALE CAPITAL GROUP INC | Financial Services | 0.3% | $324.6k | 950 | – | |
| 14 | TDG TRANSDIGM GROUP INC | Industrials | 0.2% | $273.5k | 236 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.