TenCore Partners, LP
NEW YORK, NY
$128m in 15 US stocks at the end of 30 June 2026. The top 10 are 94.0% of the money. It changed about 15.6% of the portfolio this quarter.
Value
$128m
Stocks
15
Top 10 share
94.0%
Turnover
15.6%
What changed this quarter
New
Bought for the first time this quarter.
- S&P GlobalSPGI4.5% of the fund
- UnitedHealth GroupUNH0.2% of the fund
Added
Bought more of a stock they already held.
- MercadoLibreMELI7.8% of the fund+20%
- Amazon.comAMZN7.1% of the fund+162%
- TransDigm GroupTDG0.3% of the fund+13%
Cut
Sold some of their stake.
- MicrosoftMSFT18.1% of the fund-21%
- AppfolioAPPF11.0% of the fund-20%
- Perimeter SolutionsPRM6.5% of the fund-14%
- WorkdayWDAY3.0% of the fund-36%
Sold out
Sold their entire stake.
- SalesforceCRM-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 18.1% | $23m | 62,376 | -21% |
| Meta PlatformsMETA | 15.8% | $20m | 36,112 | Held |
| AppfolioAPPF | 11.0% | $14m | 88,270 | -20% |
| AlphabetGOOGL | 9.5% | $12m | 34,141 | Held |
| MercadoLibreMELI | 7.8% | $10m | 5,868 | +20% |
| monday.comMNDY | 7.6% | $10m | 133,992 | Held |
| Amazon.comAMZN | 7.1% | $9m | 38,130 | +162% |
| Perimeter SolutionsPRM | 6.5% | $8m | 234,950 | -14% |
| DoorDashDASH | 6.1% | $8m | 42,744 | Held |
| S&P GlobalSPGI | 4.5% | $6m | 14,190 | New |
| WorkdayWDAY | 3.0% | $4m | 31,290 | -36% |
| VisaV | 2.3% | $3m | 8,619 | Held |
| TransDigm GroupTDG | 0.3% | $354,323 | 266 | +13% |
| Kinsale Capital GroupKNSL | 0.2% | $313,320 | 950 | Held |
| UnitedHealth GroupUNH | 0.2% | $207,815 | 500 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 41.9% since 30 June 2025.
Where the money is
Technology47.4%
Media & telecom25.3%
Retail & consumer13.2%
Financial services7.0%
Materials6.5%
Industrials0.3%
Health care0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.