TenCore Partners, LP reported 15 holdings worth US$128M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
TenCore Partners, LP reported 15 holdings worth US$128M as of Jun 30, 2026. Largest: Microsoft Corp., Meta Platforms, Inc. and Appfolio, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$128M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 62,376 | US$23.3M | 18.1% |
| Meta Platforms, Inc. | 36,112 | US$20.3M | 15.8% |
| Appfolio, Inc. | 88,270 | US$14.2M | 11.0% |
| Alphabet Inc (google) Class C | 34,141 | US$12.2M | 9.5% |
| Mercadolibre, Inc. | 5,868 | US$9.96M | 7.8% |
| Amazon.com, Inc. | 38,130 | US$9.09M | 7.1% |
| Perimeter Solutions, Sa | 235K | US$8.38M | 6.5% |
| Doordash, Inc. | 42,744 | US$7.89M | 6.1% |
| S&p Global Inc. | 14,190 | US$5.78M | 4.5% |
| Workday, Inc. | 31,290 | US$3.83M | 3.0% |
| Visa Inc. | 8,619 | US$2.96M | 2.3% |
| Transdigm Group Inc. | 266 | US$354K | 0.28% |
| Kinsale Capital Group, Inc. | 950 | US$313K | 0.24% |
| Unitedhealth Group Incorporated | 500 | US$208K | 0.16% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |