TenCore Partners, LP
Top Portfolio Positions
14 positions ·
$128,719,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
78,866 | $29,193,827 | 22.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
36,072 | $20,637,873 | 16.03% | |
| APPF |
Appfolio Inc
Technology
|
109,905 | $17,345,207 | 13.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
34,141 | $9,817,585 | 7.63% | |
| MNDY |
monday.com Ltd.
Technology
|
135,862 | $9,389,422 | 7.29% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
4,898 | $8,468,739 | 6.58% | |
| CRM |
Salesforce, Inc.
Technology
|
44,108 | $8,233,640 | 6.40% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
274,050 | $6,692,301 | 5.20% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
42,504 | $6,381,975 | 4.96% | |
| WDAY |
Workday, Inc.
Technology
|
48,951 | $6,359,713 | 4.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in APPF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,345,207 | 109,905 | Shares | Sole | 2026-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||