TenCore Partners, LP
Net seller this quarter
$128M
15
-$6.82M
94.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $23.3M | 18.12% | 0.00% | -20.9% | Q1 2020 |
 META | $20.3M | 15.84% | Not reported | +0.1% | Q4 2019 |
 APPF | $14.2M | 11.02% | Not reported | -19.7% | Q1 2026 |
 GOOGL | $12.2M | 9.50% | 0.00% | Not reported | Q4 2019 |
 MELI | $9.96M | 7.76% | 0.01% | +19.8% | Q4 2019 |
 MNDY | $9.7M | 7.55% | 0.26% | -1.4% | Q3 2021 |
 AMZN | $9.09M | 7.08% | 0.00% | +162.4% | Q4 2019 |
 PRM | $8.38M | 6.52% | 0.14% | -14.3% | Q1 2025 |
 DASH | $7.89M | 6.14% | Not reported | +0.6% | Q4 2020 |
 SPGI | $5.78M | 4.50% | 0.00% | New | Q2 2026 |
 WDAY | $3.83M | 2.98% | 0.01% | -36.1% | Q2 2020 |
 V | $2.96M | 2.30% | 0.00% | +1.2% | Q2 2023 |
 TDG | $354K | 0.28% | 0.00% | +12.7% | Q1 2025 |
 KNSL | $313K | 0.24% | 0.00% | Not reported | Q1 2026 |
 UNH | $208K | 0.16% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| MSFT | $29.2M | 22.68% | 0.00% | -6.6% | Q1 2020 |
| META | $20.6M | 16.03% | Not reported | -18.2% | Q4 2019 |
| APPF | $17.3M | 13.48% | Not reported | New | Q1 2026 |
| GOOGL | $9.82M | 7.63% | 0.00% | -40.9% | Q4 2019 |
| MNDY | $9.39M | 7.29% | 0.27% | +6.2% | Q3 2021 |
| MELI | $8.47M | 6.58% | 0.01% | -18.1% | Q4 2019 |
 CRM | $8.23M | 6.40% | 0.00% | -18.2% | Q4 2019 |
| PRM | $6.69M | 5.20% | 0.17% | -30.7% | Q1 2025 |
| DASH | $6.38M | 4.96% | Not reported | -17.9% | Q4 2020 |
| WDAY | $6.36M | 4.94% | 0.02% | -26.0% | Q2 2020 |
| AMZN | $3.03M | 2.35% | 0.00% | -68.3% | Q4 2019 |
| V | $2.57M | 2.00% | 0.00% | -17.3% | Q2 2023 |
| KNSL | $325K | 0.25% | 0.00% | New | Q1 2026 |
| TDG | $274K | 0.21% | 0.00% | +14.6% | Q1 2025 |
| Q4 2025 | |||||
| MSFT | $40.8M | 20.88% | 0.00% | -9.7% | Q1 2020 |
| META | $29.1M | 14.88% | Not reported | -9.7% | Q4 2019 |
| MNDY | $18.9M | 9.65% | 0.25% | -9.6% | Q3 2021 |
| GOOGL | $18.1M | 9.25% | 0.00% | -39.8% | Q4 2019 |
| CRM | $14.3M | 7.30% | 0.01% | +20.9% | Q4 2019 |
| WDAY | $14.2M | 7.26% | 0.03% | Not reported | Q2 2020 |
| MELI | $12.1M | 6.16% | 0.01% | +51.2% | Q4 2019 |
| DASH | $11.7M | 5.99% | Not reported | -24.8% | Q4 2020 |
| PRM | $10.9M | 5.56% | 0.26% | -9.6% | Q1 2025 |
 ELV | $10.9M | 5.55% | 0.01% | -11.4% | Q3 2025 |
| AMZN | $10.6M | 5.41% | 0.00% | -9.8% | Q4 2019 |
| V | $3.61M | 1.85% | 0.00% | -9.7% | Q2 2023 |
| TDG | $274K | 0.14% | 0.00% | Not reported | Q1 2025 |
 CPNG | $243K | 0.12% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| MSFT | $48.4M | 21.47% | 0.00% | -8.8% | Q1 2020 |
| META | $35.9M | 15.89% | Not reported | -10.1% | Q4 2019 |
| MNDY | $27.4M | 12.13% | 0.27% | +42.2% | Q3 2021 |
| GOOGL | $23.4M | 10.35% | 0.00% | -13.0% | Q4 2019 |
| DASH | $18.7M | 8.30% | Not reported | -9.2% | Q4 2020 |
| WDAY | $15.9M | 7.06% | 0.03% | Not reported | Q2 2020 |
| ELV | $11.3M | 5.01% | 0.02% | New | Q3 2025 |
| AMZN | $11.2M | 4.95% | 0.00% | Not reported | Q4 2019 |
| CRM | $10.6M | 4.68% | 0.00% | Not reported | Q4 2019 |
| PRM | $9.79M | 4.34% | 0.30% | -9.3% | Q1 2025 |
| MELI | $9.25M | 4.10% | 0.01% | Not reported | Q4 2019 |
| V | $3.89M | 1.72% | 0.00% | Not reported | Q2 2023 |