TenCore Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
TenCore Partners, LP disclosed 15 US equity positions worth $128.4m in its Q2 2026 13F filing. The largest position was MSFT at 18.1% of the reported book, followed by META and APPF. Against the Q1 2026 filing, it opened 2 new positions, added to 5 and reduced 5 among the top 15 holdings.
What did TenCore Partners, LP own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.