TenCore Partners, LP

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$128.7M

Reporting period: 2026-03-31 · Number of holdings: 14

TenCore Partners, LP disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $128.7M and a quarterly turnover rate of 63.1%.

Personality snowflake

Concentration: 49.37
Portfolio Stability: 63.06
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 28
Sizing Uniformity: 91.15

Recent moves

Trim AMZN
-68.3%　-$7.6M
Trim MNDY
+6.2%　-$9.5M
Trim WDAY
-26.0%　-$7.9M
Add MSFT
-6.6%　-$11.7M
Trim GOOGL
-40.9%　-$8.3M
Add META
-18.2%　-$8.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	22.68%	+1.80%	-6.62%
2	META	Meta Platforms Inc-class A	Stock-Comm Services	16.03%	+1.15%	-18.19%
3	APPF	Appfolio INC - A	Stock-Tech	13.48%	+13.48%	NEW
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	7.63%	-1.62%	-40.93%
5	MNDY	monday.com Ltd.	Stock-Tech	7.29%	-2.36%	+6.23%
6	MELI	Mercadolibre INC	Stock-Consumer Disc	6.58%	+0.42%	-18.13%
7	CRM	Salesforce INC	Stock-Tech	6.40%	-0.90%	-18.19%
8	PRM	Perimeter Solutions INC	Stock-Other	5.20%	-0.36%	-30.65%
9	DASH	Doordash INC - A	Stock-Consumer Disc	4.96%	-1.03%	-17.87%
10	WDAY	Workday Inc-class A	Stock-Tech	4.94%	-2.32%	-26.02%
11	AMZN	Amazon.com INC	Stock-Consumer Disc	2.35%	-3.06%	-68.33%
12	V	Visa Inc-class A Shares	Stock-Financials	2.00%	+0.15%	-17.32%
13	KNSL	Kinsale Capital Group INC	Stock-Financials	0.25%	+0.25%	NEW
14	TDG	Transdigm Group INC	Stock-Industrials	0.21%	+0.07%	+14.56%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	14	$128.7M	63	1MSFT 2META 3APPF Top holdings2026-03-31 1.MSFT 2.META 3.APPF 4.GOOGL 5.MNDY 6.MELI 7.CRM 8.PRM 9.DASH 10.WDAY
2025-12-31	14	$195.6M	22	1MSFT 2META 3MNDY Top holdings2025-12-31 1.MSFT 2.META 3.MNDY 4.GOOGL 5.CRM 6.WDAY 7.MELI 8.DASH 9.PRM 10.ELV
2025-09-30	12	$225.7M	21	1MSFT 2META 3MNDY Top holdings2025-09-30 1.MSFT 2.META 3.MNDY 4.GOOGL 5.DASH 6.WDAY 7.ELV 8.AMZN 9.CRM 10.PRM
2025-06-30	12	$221.2M	0	1MSFT 2META 3MNDY Top holdings2025-06-30 1.MSFT 2.META 3.MNDY 4.GOOGL 5.DASH 6.WDAY 7.CRM 8.AMZN 9.MELI 10.PRM
2025-03-31	12	$190.2M	100	1MSFT 2META 3MNDY Top holdings2025-03-31 1.MSFT 2.META 3.MNDY 4.GOOGL 5.WDAY 6.DASH 7.CRM 8.AMZN 9.MELI 10.V
2024-12-31	12	$202.7M	0	1MSFT 2META 3GOOGL Top holdings2024-12-31 1.MSFT 2.META 3.GOOGL 4.MNDY 5.WDAY 6.CRM 7.DASH 8.AMZN 9.MELI 10.V
2024-09-30	11	$211.4M	0	1MSFT 2META 3MNDY Top holdings2024-09-30 1.MSFT 2.META 3.MNDY 4.GOOGL 5.CRM 6.WDAY 7.DASH 8.AMZN 9.MELI 10.V
2024-06-30	13	$259.8M	0	1MSFT 2META 3GOOGL Top holdings2024-06-30 1.MSFT 2.META 3.GOOGL 4.MNDY 5.CRM 6.WDAY 7.DASH 8.AMZN 9.HUBS 10.MELI
2024-03-31	13	$322.4M	0	1MSFT 2META 3GOOGL Top holdings2024-03-31 1.MSFT 2.META 3.GOOGL 4.CRM 5.MNDY 6.WDAY 7.HUBS 8.DASH 9.AMZN 10.MELI
2023-12-31	13	$336.8M	0	1MSFT 2META 3CRM Top holdings2023-12-31 1.MSFT 2.META 3.CRM 4.GOOGL 5.HUBS 6.MNDY 7.WDAY 8.DASH 9.AMZN 10.V
2023-09-30	16	$357.8M	0	1MSFT 2CRM 3META Top holdings2023-09-30 1.MSFT 2.CRM 3.META 4.GOOGL 5.HUBS 6.MNDY 7.WDAY 8.DASH 9.AMZN 10.V
2023-06-30	14	$406.8M	0	1MSFT 2CRM 3META Top holdings2023-06-30 1.MSFT 2.CRM 3.META 4.GOOGL 5.HUBS 6.MNDY 7.AMZN 8.WDAY 9.DASH 10.V
2023-03-31	10	$377.5M	0	1GOOGL 2MSFT 3CRM Top holdings2023-03-31 1.GOOGL 2.MSFT 3.CRM 4.AMZN 5.META 6.HUBS 7.MNDY 8.DASH 9.BABA
2022-12-31	11	$310.2M	0	1GOOGL 2MSFT 3CRM Top holdings2022-12-31 1.GOOGL 2.MSFT 3.CRM 4.AMZN 5.META 6.MNDY 7.HUBS 8.DASH 9.BABA
2022-09-30	13	$356.4M	0	1GOOGL 2MSFT 3CRM Top holdings2022-09-30 1.GOOGL 2.MSFT 3.CRM 4.AMZN 5.META 6.MNDY 7.HUBS 8.DASH 9.SHOP 10.BABA
2022-06-30	13	$454.4M	0	1GOOGL 2MSFT 3CRM Top holdings2022-06-30 1.GOOGL 2.MSFT 3.CRM 4.META 5.AMZN 6.MNDY 7.HUBS 8.DASH 9.SHOP 10.BABA
2022-03-31	14	$602.7M	0	1GOOGL 2MSFT 3CRM Top holdings2022-03-31 1.GOOGL 2.MSFT 3.CRM 4.AMZN 5.META 6.DASH 7.MNDY 8.BABA 9.HUBS 10.SHOP
2021-12-31	16	$701.3M	0	1GOOGL 2CRM 3META Top holdings2021-12-31 1.GOOGL 2.CRM 3.META 4.MSFT 5.AMZN 6.MNDY 7.DASH 8.BABA 9.FRSH 10.OKTA
2021-09-30	15	$723.6M	0	1CRM 2GOOGL 3META Top holdings2021-09-30 1.CRM 2.GOOGL 3.META 4.MSFT 5.DASH 6.AMZN 7.BABA 8.MNDY 9.HUBS 10.MELI
2021-06-30	16	$694.2M	25	1META 2GOOGL 3CRM Top holdings2021-06-30 1.META 2.GOOGL 3.CRM 4.MSFT 5.BABA 6.DASH 7.AMZN 8.HUBS 9.MELI 10.OKTA
2021-03-31	15	$559.9M	19	1META 2GOOGL 3CRM Top holdings2021-03-31 1.META 2.GOOGL 3.CRM 4.MSFT 5.AMZN 6.BABA 7.DASH 8.MELI 9.HUBS 10.OKTA
2020-12-31	13	$519.2M	21	1GOOGL 2META 3CRM Top holdings2020-12-31 1.GOOGL 2.META 3.CRM 4.AMZN 5.BABA 6.MSFT 7.MELI 8.WWD 9.HUBS 10.MA
2020-09-30	12	$453.5M	15	1GOOGL 2CRM 3META Top holdings2020-09-30 1.GOOGL 2.CRM 3.META 4.AMZN 5.BABA 6.MSFT 7.WWD 8.MA 9.MELI 10.WDAY
2020-06-30	13	$403.5M	48	1GOOGL 2META 3CRM Top holdings2020-06-30 1.GOOGL 2.META 3.CRM 4.AMZN 5.BABA 6.MSFT 7.MA 8.WFC 9.WWD 10.HUBS
2020-03-31	12	$248.5M	43	1GOOGL 2META 3AMZN Top holdings2020-03-31 1.GOOGL 2.META 3.AMZN 4.CRM 5.BABA 6.MSFT 7.MA 8.HUBS 9.MELI 10.SFIX
2019-12-31	13	$219.8M	—	1GOOGL 2META 3AMZN Top holdings2019-12-31 1.GOOGL 2.META 3.AMZN 4.BABA 5.CRM 6.MELI 7.IBKR 8.CARG 9.SFIX 10.WUBAUSD

Holding changes this quarter

TenCore Partners, LP's most significant position changes for 2026-03-31: New buy: Appfolio INC - A (APPF); Sold out: Elevance Health INC (ELV); New buy: Kinsale Capital Group INC (KNSL); Sold out: Coupang INC (CPNG); Trim: Amazon.com INC (AMZN) — shares -68.33%.

Position changes disclosed by TenCore Partners, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	+1.8%	-6.62%	Trim
2	META	Meta Platforms Inc-class A	+1.2%	-18.19%	Trim
3	MELI	Mercadolibre INC	+0.4%	-18.13%	Trim
4	V	Visa Inc-class A Shares	+0.2%	-17.32%	Trim
5	TDG	Transdigm Group INC	+0.1%	+14.56%	Add
6	PRM	Perimeter Solutions INC	-0.4%	-30.65%	Trim
7	CRM	Salesforce INC	-0.9%	-18.19%	Trim
8	DASH	Doordash INC - A	-1%	-17.87%	Trim
9	GOOGL	Alphabet Inc-cl A	-1.6%	-40.93%	Trim
10	WDAY	Workday Inc-class A	-2.3%	-26.02%	Trim
11	MNDY	monday.com Ltd.	-2.4%	+6.23%	Add
12	AMZN	Amazon.com INC	-3.1%	-68.33%	Trim
13	APPF	Appfolio INC - A	—	NEW	New buy
14	ELV	Elevance Health INC	—	EXIT	Sold out
15	KNSL	Kinsale Capital Group INC	—	NEW	New buy
16	CPNG	Coupang INC	—	EXIT	Sold out

FAQ

What is TenCore Partners, LP and what type of investor is it?

TenCore Partners, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $128.7M, spread across 14 disclosed positions.

What are TenCore Partners, LP's largest equity positions?

Based on the latest 13F filing, TenCore Partners, LP's top holdings by market value are: 1. Microsoft CORP (MSFT) — $29.2M (22.7%) 2. Meta Platforms Inc-class A (META) — $20.6M (16.0%) 3. Appfolio INC - A (APPF) — $17.3M (13.5%) 4. Alphabet Inc-cl A (GOOGL) — $9.8M (7.6%) 5. monday.com Ltd. (MNDY) — $9.4M (7.3%)

What changes did TenCore Partners, LP make in its most recent portfolio filing?

In the latest reported quarter, TenCore Partners, LP made 16 notable position adjustments: 2 new positions were initiated, 2 existing holdings were added to, 10 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Appfolio INC - A (APPF); Sold out: Elevance Health INC (ELV); New buy: Kinsale Capital Group INC (KNSL); Sold out: Coupang INC (CPNG); Trim: Amazon.com INC (AMZN) — shares -68.33%

What sectors does TenCore Partners, LP focus on?

TenCore Partners, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 57.8% • Communication Services: 25.0% • Consumer Discretionary: 14.7% • Financials: 2.4% • Industrials: 0.2%