TenCore Partners, LP

CIK 0001755784 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

TenCore Partners, LP reported 15 positions worth $128.4M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: MSFT (18.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$128.4M
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.0%
Est. Net Flow (Q)
2026 Q2
10 / 15 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$23.3M18.12%62,376
2METAMETA PLATFORMS INCSH$20.3M15.84%36,112
3APPFAPPFOLIO INC - ASH$14.2M11.02%88,270
4GOOGLALPHABET INC-CL ASH$12.2M9.50%34,141
5MELIMERCADOLIBRE INCSH$10.0M7.76%5,868
6MNDYMONDAY.COM LTDSH$9.7M7.55%133,992
7AMZNAMAZON.COM INCSH$9.1M7.08%38,130
8PRMPERIMETER SOLUTIONS INCSH$8.4M6.52%234,950
9DASHDOORDASH INC - ASH$7.9M6.14%42,744
10SPGIS&P GLOBAL INCSH$5.8M4.50%14,190

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TenCore Partners, LP hold as of Q2 2026?

TenCore Partners, LP reported 15 positions worth $128.4M in its Q2 2026 13F filing. Largest positions: MSFT (18.1%), META (15.8%), APPF (11.0%), GOOGL (9.5%) and MELI (7.8%).

What did TenCore Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TenCore Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.