2026 Q1 Portfolio Activity
In 2026 Q1, TenCore Partners, LP maintained a portfolio of 16 distinct positions. The most significant new addition was APPFOLIO INC - A, now representing 13.48% of the total fund value. They heavily accumulated shares in TRANSDIGM GROUP INC, increasing the position by 14.6%. Conversely, TenCore Partners, LP completely exited their position in ELEVANCE HEALTH INC.
Position History
hover any row below to update
Loading…
Total Positions
16
Quarter
2026 Q1
Top Holding
MSFT (22.7%)
Top 10 Concentration
95.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
TenCore Partners, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 22.68% | 20.88% |
#1
Prev: #1
|
6.5 |
—
|
-5,595 | -6.6% |
P
S
|
78,866 | $29,193,827 |
$247.05
+42.3%
|
2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
META
META PLATFORMS ...
|
Communication Services | 16.03% | 14.88% |
#2
Prev: #2
|
6.0 |
—
|
-8,020 | -18.2% |
P
S
|
36,072 | $20,637,873 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
APPF
APPFOLIO INC - ...
|
Technology | 13.48% | — |
#3
Prev: #—
|
8.5 |
—
|
109,905 | — |
NEW
|
109,905 | $17,345,207 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC-CL...
|
Communication Services | 7.63% | 9.25% |
#4
Prev: #4
|
3.6 |
—
|
-23,655 | -40.9% |
P
S
|
34,141 | $9,817,586 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MNDY
MONDAY.COM LTD
|
Technology | 7.29% | 9.65% |
#5
2
Prev: #3
|
5.4 |
—
|
7,972 | 6.2% |
P
S
|
135,862 | $9,389,423 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 6.58% | 6.16% |
#6
1
Prev: #7
|
3.1 |
—
|
-1,085 | -18.1% |
P
S
|
4,898 | $8,468,740 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CRM
SALESFORCE INC
|
Technology | 6.40% | 7.30% |
#7
2
Prev: #5
|
3.1 |
—
|
-9,805 | -18.2% |
P
S
|
44,108 | $8,233,640 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PRM
PERIMETER SOLUT...
|
Basic Materials | 5.20% | 5.56% |
#8
1
Prev: #9
|
2.1 |
—
|
-121,100 | -30.6% |
P
S
|
274,050 | $6,692,301 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DASH
DOORDASH INC - ...
|
Consumer Cyclical | 4.96% | 5.99% |
#9
1
Prev: #8
|
2.5 |
—
|
-9,250 | -17.9% |
P
S
|
42,504 | $6,381,976 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
WDAY
WORKDAY INC-CLA...
|
Technology | 4.94% | 7.26% |
#10
4
Prev: #6
|
2.0 |
—
|
-17,220 | -26.0% |
P
S
|
48,951 | $6,359,714 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.35% | 5.41% |
#11
Prev: #11
|
0.9 |
—
|
-31,350 | -68.3% |
P
S
|
14,530 | $3,026,163 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
V
VISA INC-CLASS ...
|
Financial Services | 2.00% | 1.85% |
#12
Prev: #12
|
1.3 |
—
|
-1,785 | -17.3% |
P
S
|
8,519 | $2,574,783 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
KNSL
KINSALE CAPITAL...
|
Financial Services | 0.25% | — |
#13
Prev: #—
|
3.6 |
—
|
950 | — |
NEW
|
950 | $324,577 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 0.21% | 0.14% |
#14
1
Prev: #13
|
2.1 |
—
|
30 | 14.6% |
P
S
|
236 | $273,515 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.00% | 0.12% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-10,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.00% | 5.55% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-31,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-16 of 16 holdings