TenCore Partners, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), TenCore Partners, LP reported 15 stock positions worth $128.4 million. Its top holding was Microsoft (MSFT) at 18.1% of the portfolio, followed by Meta Platforms Class A (META, 15.8%) and Appfolio Class A (APPF, 11.0%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 6 and reduced 5. The biggest buy was Amazon.com (AMZN, shares +162%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $128.4M (Q2 2026)
- SEC Filing
- 0001755784-26-000004 ↗ filed Aug 12, 2026
Holdings Value
Holdings 15 stocks · $128.4M
| MSFT Microsoft Corp. | 18.12% | 62,376 | $23.3M | Reduce -20.9% |
| META Meta Platforms Inc. Class A | 15.84% | 36,112 | $20.3M | Add +0.1% |
| APPF Appfolio Inc. Class A | 11.02% | 88,270 | $14.2M | Reduce -19.7% |
| GOOGL Alphabet Inc. Class A | 9.50% | 34,141 | $12.2M | No change |
| MELI MercadoLibre Inc. | 7.76% | 5,868 | $10.0M | Add +19.8% |
| MNDY Monday.com Ltd. | 7.55% | 133,992 | $9.7M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 7.08% | 38,130 | $9.1M | Add +162.4% |
| PRM Perimeter Solutions Inc. | 6.52% | 234,950 | $8.4M | Reduce -14.3% |
| DASH DoorDash Inc. Class A | 6.14% | 42,744 | $7.9M | Add +0.6% |
| SPGI S&P Global Inc. | 4.50% | 14,190 | $5.8M | New |
| WDAY Workday Inc. Class A | 2.98% | 31,290 | $3.8M | Reduce -36.1% |
| V Visa Inc. Class A | 2.30% | 8,619 | $3.0M | Add +1.2% |
| TDG Transdigm Group Inc. | 0.28% | 266 | $354K | Add +12.7% |
| KNSL Kinsale Capital Group Inc. | 0.24% | 950 | $313K | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 500 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Add +162.4% | 7.08% | +4.73 |
| SPGI S&P Global Inc. | New | 4.50% | +4.50 |
| DASH DoorDash Inc. Class A | Add +0.6% | 6.14% | +1.18 |
| MELI MercadoLibre Inc. | Add +19.8% | 7.76% | +1.18 |
| V Visa Inc. Class A | Add +1.2% | 2.30% | +0.30 |
| UNH Unitedhealth Group Inc. | New | 0.16% | +0.16 |
| TDG Transdigm Group Inc. | Add +12.7% | 0.28% | +0.06 |
| META Meta Platforms Inc. Class A | Add +0.1% | 15.84% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $128.4M | MSFT, META, APPF, GOOGL, MELI |
| Q1 2026 | 14 | $128.7M | MSFT, META, APPF, GOOGL, MNDY |
| Q4 2025 | 14 | $195.6M | MSFT, META, MNDY, GOOGL, CRM |
| Q3 2025 | 12 | $225.7M | MSFT, META, MNDY, GOOGL, DASH |
| Q2 2025 | 12 | $221.2M | MSFT, META, MNDY, GOOGL, DASH |
| Q1 2025 | 12 | $190.2M | MSFT, META, MNDY, GOOGL, WDAY |
| Q4 2024 | 12 | $202.7M | MSFT, META, GOOGL, MNDY, WDAY |
| Q3 2024 | 11 | $211.4M | MSFT, META, MNDY, GOOGL, CRM |
| Q2 2024 | 13 | $259.8M | MSFT, META, GOOGL, MNDY, CRM |
| Q1 2024 | 13 | $322.4M | MSFT, META, GOOGL, CRM, MNDY |