TenCore Partners, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), TenCore Partners, LP reported 14 stock positions worth $128.7 million. Its top holding was Microsoft (MSFT) at 22.7% of the portfolio, followed by Meta Platforms Class A (META, 16.0%) and Appfolio Class A (APPF, 13.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 2 and reduced 10. The biggest buy was a new position in Appfolio Class A (APPF) and the biggest sale an exit from Elevance Health (ELV).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001755784
- Portfolio Value
- $128.7M (Q1 2026)
- SEC Filing
- 0001755784-26-000003 ↗ filed May 6, 2026
Holdings Value
Holdings 14 stocks · $128.7M
| MSFT Microsoft Corp. | 22.68% | 78,866 | $29.2M | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 16.03% | 36,072 | $20.6M | Reduce -18.2% |
| APPF Appfolio Inc. Class A | 13.48% | 109,905 | $17.3M | New |
| GOOGL Alphabet Inc. Class A | 7.63% | 34,141 | $9.8M | Reduce -40.9% |
| MNDY Monday.com Ltd. | 7.29% | 135,862 | $9.4M | Add +6.2% |
| MELI MercadoLibre Inc. | 6.58% | 4,898 | $8.5M | Reduce -18.1% |
| CRM Salesforce Inc. | 6.40% | 44,108 | $8.2M | Reduce -18.2% |
| PRM Perimeter Solutions Inc. | 5.20% | 274,050 | $6.7M | Reduce -30.6% |
| DASH DoorDash Inc. Class A | 4.96% | 42,504 | $6.4M | Reduce -17.9% |
| WDAY Workday Inc. Class A | 4.94% | 48,951 | $6.4M | Reduce -26.0% |
| AMZN Amazon.com Inc. | 2.35% | 14,530 | $3.0M | Reduce -68.3% |
| V Visa Inc. Class A | 2.00% | 8,519 | $2.6M | Reduce -17.3% |
| KNSL Kinsale Capital Group Inc. | 0.25% | 950 | $325K | New |
| TDG Transdigm Group Inc. | 0.21% | 236 | $274K | Add +14.6% |
Portfolio Sells Q4 2025 → Q1 2026
| ELV Elevance Health Inc. | Sold out | 0.00% | −5.55 |
| AMZN Amazon.com Inc. | Reduce -68.3% | 2.35% | −3.06 |
| WDAY Workday Inc. Class A | Reduce -26.0% | 4.94% | −2.32 |
| GOOGL Alphabet Inc. Class A | Reduce -40.9% | 7.63% | −1.62 |
| DASH DoorDash Inc. Class A | Reduce -17.9% | 4.96% | −1.03 |
| CRM Salesforce Inc. | Reduce -18.2% | 6.40% | −0.90 |
| PRM Perimeter Solutions Inc. | Reduce -30.6% | 5.20% | −0.36 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.12 |
| V Visa Inc. Class A | Reduce -17.3% | 2.00% | +0.15 |
| MELI MercadoLibre Inc. | Reduce -18.1% | 6.58% | +0.42 |
| META Meta Platforms Inc. Class A | Reduce -18.2% | 16.03% | +1.16 |
| MSFT Microsoft Corp. | Reduce -6.6% | 22.68% | +1.80 |
Portfolio Buys Q4 2025 → Q1 2026
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 |