TenCore Partners, LP

CIK

1755784

Location

NEW YORK, NY

Portfolio Value

Small $128,417,559

Diversification

Diversified

Filing Date

Global Rank

#5,533 / 8,633 ▼ 109

Top Industry

Internet Content & Information 25.3%

3Y Alpha vs SPY

-1.4%

Period ended 51 days ago

Filed Aug 12, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+70.0%

SPY

+76.2%

Annualised alpha

-1.4%

Max drawdown

−32.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.1%

−4.6 pts

Top 5

62.2%

−4.9 pts

Top 10

94.0%

−1.2 pts

HHI

1,073

Diversified−161

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$50,951,790	4
Communication Services	25.3%	$32,542,497	2
Consumer Cyclical	21.0%	$26,935,738	3
Financial Services	7.0%	$9,049,430	3
Basic Materials	6.5%	$8,375,967	1
Industrials	0.3%	$354,322	1
Healthcare	0.2%	$207,815	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+23,600	38,130	$9,087,904
MELI	Mercadolibre Inc	+970	5,868	$9,960,284
DASH	DoorDash, Inc.	+240	42,744	$7,887,550
V	Visa Inc.	+100	8,619	$2,957,092
META	Meta Platforms, Inc.	+40	36,112	$20,341,528
TDG	TransDigm Group INC	+30	266	$354,322
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
PRM	Perimeter Solutions, Inc.	−39,100	234,950	$8,375,967
APPF	Appfolio Inc	−21,635	88,270	$14,154,094
WDAY	Workday, Inc.	−17,661	31,290	$3,830,521
MSFT	Microsoft Corp	−16,490	62,376	$23,267,495
MNDY	monday.com Ltd.	−1,870	133,992	$9,699,680
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	14,190	$5,779,019
UNH	Unitedhealth Group Inc	500	$207,815
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	44,108	$8,233,640
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $128,417,559 total · filing declares 15 positions · $128,417,568 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	62,376	-16,490	$23,267,495	−20.3%	18.12%
META	Meta Platforms, Inc. Communication Services	Added	36,112	+40	$20,341,528	−1.4%	15.84%
APPF	Appfolio Inc Technology	Reduced	88,270	-21,635	$14,154,094	−18.4%	11.02%
GOOGL	Alphabet Inc. Communication Services	Held	34,141	0	$12,200,969	+24.3%	9.50%
MELI	Mercadolibre Inc Consumer Cyclical	Added	5,868	+970	$9,960,284	+17.6%	7.76%
MNDY	monday.com Ltd. Technology	Reduced	133,992	-1,870	$9,699,680	+3.3%	7.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,130	+23,600	$9,087,904	+200.3%	7.08%
PRM	Perimeter Solutions, Inc. Basic Materials	Reduced	234,950	-39,100	$8,375,967	+25.2%	6.52%
DASH	DoorDash, Inc. Consumer Cyclical	Added	42,744	+240	$7,887,550	+23.6%	6.14%
SPGI	S&P Global Inc. Financial Services	NEW	14,190	NEW	$5,779,019	NEW	4.50%
WDAY	Workday, Inc. Technology	Reduced	31,290	-17,661	$3,830,521	−39.8%	2.98%
V	Visa Inc. Financial Services	Added	8,619	+100	$2,957,092	+14.8%	2.30%
TDG	TransDigm Group INC Industrials	Added	266	+30	$354,322	+29.5%	0.28%
KNSL	Kinsale Capital Group, Inc. Financial Services	Held	950	0	$313,319	−3.5%	0.24%
UNH	Unitedhealth Group Inc Healthcare	NEW	500	NEW	$207,815	NEW	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.