Q2 2026 13F · SEC CIK 1755784
TenCore Partners, LP
Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $128.4M
- Reported positions
- 15
- Top holdings a year, 3 yrs
- +19.6%
- Assets under management
- $354.0M
TenCore Partners, LP is a hedge fund that reported 15 positions worth $128.4M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Microsoft Corp (MSFT, 18.1%), Meta Platforms Inc (META, 15.8%), Appfolio Inc (APPF, 11.0%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 22.3% for the S&P 500.
TenCore Partners, LP holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MSFTMicrosoft Corp | 18.1% | -20.9% | $23.3M |
| METAMeta Platforms Inc | 15.8% | +0.1% | $20.3M |
| APPFAppfolio Inc | 11.0% | -19.7% | $14.2M |
| GOOGLAlphabet Inc | 9.5% | +0.0% | $12.2M |
| MELIMercadolibre Inc | 7.8% | +19.8% | $10.0M |
| MNDYMonday Com Ltd | 7.6% | -1.4% | $9.7M |
| AMZNAmazon Com Inc | 7.1% | +162.4% | $9.1M |
| PRMPerimeter Solutions Inc | 6.5% | -14.3% | $8.4M |
| DASHDoordash Inc | 6.1% | +0.6% | $7.9M |
| SPGIS&p Global Inc | 4.5% | — | $5.8M |
| WDAYWorkday Inc Cl A | 3.0% | -36.1% | $3.8M |
| VVisa Inc | 2.3% | +1.2% | $3.0M |
| TDGTransdigm Group Inc | 0.3% | +12.7% | $354K |
| KNSLKinsale Cap Group Inc | 0.2% | +0.0% | $313K |
| UNHUnitedhealth Group Inc | 0.2% | — | $208K |
What TenCore Partners, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- SPGI S&p Global Inc4.5% of 13F
- UNH Unitedhealth Group Inc0.2% of 13F
Added to
- AMZN Amazon Com Inc+162.4% shares
- MELI Mercadolibre Inc+19.8% shares
- TDG Transdigm Group Inc+12.7% shares
Reduced
- WDAY Workday Inc Cl A-36.1% shares
- MSFT Microsoft Corp-20.9% shares
- APPF Appfolio Inc-19.7% shares
- PRM Perimeter Solutions Inc-14.3% shares
Sold out
- CRM Salesforce Incwas 6.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -7.7% /yr
- S&P 500 +11.7%
- 3 years
- +19.6% /yr
- S&P 500 +22.3%
- 5 years
- +4.1% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $128.4M | 15 |
| Q1 2026 | $128.7M | 14 |
| Q4 2025 | $195.6M | 14 |
| Q3 2025 | $225.7M | 12 |
| Q2 2025 | $221.2M | 12 |
| Q1 2025 | $190.2M | 12 |
| Q4 2024 | $202.7M | 12 |
| Q3 2024 | $211.4M | 11 |
| Q2 2024 | $259.8M | 13 |
| Q1 2024 | $322.4M | 13 |
| Q4 2023 | $336.8M | 13 |
| Q3 2023 | $336.1M | 15 |
Questions about TenCore Partners, LP's portfolio
What stocks does TenCore Partners, LP own?
TenCore Partners, LP's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 15 positions worth $128.4M. The largest are Microsoft Corp (MSFT) at 18.1%, Meta Platforms Inc (META) at 15.8%, Appfolio Inc (APPF) at 11.0%, Alphabet Inc (GOOGL) at 9.5% and Mercadolibre Inc (MELI) at 7.8%.
What did TenCore Partners, LP buy last quarter?
In Q2 2026, TenCore Partners, LP added a new position in S&p Global Inc (SPGI), a new position in Unitedhealth Group Inc (UNH), Amazon Com Inc (AMZN) (+162.4% shares), Mercadolibre Inc (MELI) (+19.8% shares) and Transdigm Group Inc (TDG) (+12.7% shares), compared with its Q1 2026 filing.
What did TenCore Partners, LP sell last quarter?
In Q2 2026, TenCore Partners, LP sold all of Salesforce Inc (CRM), Workday Inc Cl A (WDAY) (-36.1% shares), Microsoft Corp (MSFT) (-20.9% shares) and Appfolio Inc (APPF) (-19.7% shares), compared with its Q1 2026 filing.
How has TenCore Partners, LP's portfolio performed?
A portfolio copying TenCore Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -7.7% against +11.7%. Over 5 years: +4.1% a year against +10.6%.
When is TenCore Partners, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. TenCore Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does TenCore Partners, LP manage?
TenCore Partners, LP reported $354.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $128.4M.