# TenCore Partners, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1755784. Source: https://holderbook.com/funds/1755784-tencore-partners-lp/

- Reported value: $128.4M
- Positions: 15
- Weight of the ten largest: 94.0%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $23.3M | 62,376 | 18.1% | 26 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $20.3M | 36,112 | 15.8% | 27 |
| APPFOLIO INC | [APPF](https://holderbook.com/stocks/APPF/) | $14.2M | 88,270 | 11.0% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $12.2M | 34,141 | 9.5% | 27 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $10.0M | 5,868 | 7.8% | 13 |
| MONDAY COM LTD | [MNDY](https://holderbook.com/stocks/MNDY/) | $9.7M | 133,992 | 7.6% | 20 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.1M | 38,130 | 7.1% | 27 |
| PERIMETER SOLUTIONS INC | [PRM](https://holderbook.com/stocks/PRM/) | $8.4M | 234,950 | 6.5% | 6 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $7.9M | 42,744 | 6.1% | 23 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $5.8M | 14,190 | 4.5% | 1 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $3.8M | 31,290 | 3.0% | 13 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.0M | 8,619 | 2.3% | 13 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $354.3K | 266 | 0.3% | 3 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $313.3K | 950 | 0.2% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $207.8K | 500 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +5.1% | +14.8% | -9.8% | 100% |
| Q1 2026 | -23.0% | -4.6% | -18.4% | 100% |
| Q4 2025 | -3.4% | +2.4% | -5.8% | 100% |
| Q3 2025 | +0.2% | +7.8% | -7.6% | 100% |
| Q2 2025 | +23.2% | +10.5% | +12.7% | 100% |
| Q1 2025 | -6.1% | -4.6% | -1.5% | 100% |
| Q4 2024 | +4.0% | +2.1% | +1.8% | 100% |
| Q3 2024 | +5.1% | +5.4% | -0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $128.4M | 15 |
| Q1 2026 | $128.7M | 14 |
| Q4 2025 | $195.6M | 14 |
| Q3 2025 | $225.7M | 12 |
| Q2 2025 | $221.2M | 12 |
| Q1 2025 | $190.2M | 12 |
| Q4 2024 | $202.7M | 12 |
| Q3 2024 | $211.4M | 11 |
| Q2 2024 | $259.8M | 13 |
| Q1 2024 | $322.4M | 13 |
| Q4 2023 | $336.8M | 13 |
| Q3 2023 | $357.8M | 15 |