TenCore Partners, LP
Filing Date
Global Rank
#7,845
/ 8,794
▼ 823
· as of Jun 2026
Top Industry
Internet Content & Information
25.3%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed Aug 12, 2026 · 54d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top 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 |
|---|---|---|
| Technology | 39.7% | $50,951,790 |
| Communication Services | 25.3% | $32,542,497 |
| Consumer Cyclical | 21.0% | $26,935,738 |
| Financial Services | 7.0% | $9,049,430 |
| Basic Materials | 6.5% | $8,375,967 |
| Industrials | 0.3% | $354,322 |
| Healthcare | 0.2% | $207,815 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 62,376 | $23,267,495 | 18.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 36,112 | $20,341,528 | 15.84% | |
| APPF |
Appfolio Inc
Technology
|
Reduced | 88,270 | $14,154,094 | 11.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 34,141 | $12,200,969 | 9.50% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 5,868 | $9,960,284 | 7.76% | |
| MNDY |
monday.com Ltd.
Technology
|
Reduced | 133,992 | $9,699,680 | 7.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 38,130 | $9,087,904 | 7.08% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
Reduced | 234,950 | $8,375,967 | 6.52% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Added | 42,744 | $7,887,550 | 6.14% | |
| SPGI |
S&P Global Inc.
Financial Services
|
NEW | 14,190 | $5,779,019 | 4.50% | |
| WDAY |
Workday, Inc.
Technology
|
Reduced | 31,290 | $3,830,521 | 2.98% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,619 | $2,957,092 | 2.30% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 266 | $354,322 | 0.28% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Held | 950 | $313,319 | 0.24% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 500 | $207,815 | 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.