2026 Q2 Portfolio Activity
In 2026 Q2, TenCore Partners, LP maintained a portfolio of 16 distinct positions. The most significant new addition was S&P GLOBAL INC, now representing 4.50% of the total fund value. They heavily accumulated shares in AMAZON.COM INC, increasing the position by 162.4%. Conversely, TenCore Partners, LP completely exited their position in SALESFORCE INC.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
MSFT (18.1%)
Top 10 Concentration
94.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
TenCore Partners, LP Full Holdings List — 2026 Q2
| 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 | 18.12% | 22.68% |
#1
Prev: #1
|
6.0 |
—
|
-16,490 | -20.9% |
P
S
|
62,376 | $23,267,496 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 15.84% | 16.03% |
#2
Prev: #2
|
6.0 |
—
|
40 | 0.1% |
P
S
|
36,112 | $20,341,528 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
APPF
APPFOLIO INC - ...
|
Technology | 11.02% | 13.48% |
#3
Prev: #3
|
5.5 |
—
|
-21,635 | -19.7% |
P
S
|
88,270 | $14,154,095 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOGL
ALPHABET INC-CL...
|
Communication Services | 9.50% | 7.63% |
#4
Prev: #4
|
5.3 |
—
|
no change | no change |
P
S
|
34,141 | $12,200,969 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 7.76% | 6.58% |
#5
1
Prev: #6
|
5.6 |
—
|
970 | 19.8% |
P
S
|
5,868 | $9,960,285 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MNDY
MONDAY.COM LTD
|
Technology | 7.55% | 7.29% |
#6
1
Prev: #5
|
3.5 |
—
|
-1,870 | -1.4% |
P
S
|
133,992 | $9,699,681 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 7.08% | 2.35% |
#7
4
Prev: #11
|
5.8 |
—
|
23,600 | 162.4% |
P
S
|
38,130 | $9,087,904 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PRM
PERIMETER SOLUT...
|
Basic Materials | 6.52% | 5.20% |
#8
Prev: #8
|
3.1 |
—
|
-39,100 | -14.3% |
P
S
|
234,950 | $8,375,968 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DASH
DOORDASH INC - ...
|
Consumer Cyclical | 6.14% | 4.96% |
#9
Prev: #9
|
3.0 |
—
|
240 | 0.6% |
P
S
|
42,744 | $7,887,550 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 4.50% | — |
#10
Prev: #—
|
5.3 |
—
|
14,190 | — |
NEW
|
14,190 | $5,779,019 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WDAY
WORKDAY INC-CLA...
|
Technology | 2.98% | 4.94% |
#11
1
Prev: #10
|
1.2 |
—
|
-17,661 | -36.1% |
P
S
|
31,290 | $3,830,522 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
V
VISA INC-CLASS ...
|
Financial Services | 2.30% | 2.00% |
#12
Prev: #12
|
1.4 |
—
|
100 | 1.2% |
P
S
|
8,619 | $2,957,093 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 0.28% | 0.21% |
#13
1
Prev: #14
|
2.1 |
—
|
30 | 12.7% |
P
S
|
266 | $354,323 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KNSL
KINSALE CAPITAL...
|
Financial Services | 0.24% | 0.25% |
#14
1
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
950 | $313,320 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.16% | — |
#15
Prev: #—
|
3.6 |
—
|
500 | — |
NEW
|
500 | $207,815 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.00% | 6.40% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-44,108 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-16 of 16 holdings