Latest TenCore Partners, LP Stock Portfolio
$128Million | No. of Holdings #14
About TenCore Partners, LP and 13F Hedge Fund Stock Holdings
TenCore Partners, LP is a hedge fund based in New York, NY. On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, TenCore Partners, LP reported an equity portfolio of $128.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of TenCore Partners, LP are MSFT, META, APPF. The fund has invested 22.7% of it's portfolio in MICROSOFT CORP and 16% of portfolio in META PLATFORMS INC. <br><br> The fund managers got completely rid off ELEVANCE HEALTH INC (ANTX) and COUPANG INC (CPNG) stocks. They significantly reduced their stock positions in AMAZON.COM INC (AMZN), ALPHABET INC-CL A (GOOG) and PERIMETER SOLUTIONS INC. TenCore Partners, LP opened new stock positions in APPFOLIO INC - A (APPF) and KINSALE CAPITAL GROUP INC (KNSL). The fund showed a lot of confidence in some stocks as they added substantially to TRANSDIGM GROUP INC (TDG) and MONDAY.COM LTD (MNDY).
TenCore Partners, LP Equity Portfolio Value
Last Reported on: 06 May, 2026
$128Million
as of May 06, 2026TenCore Partners, LP Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| appfolio inc - a | 17,345,200 |
| kinsale capital group inc | 324,577 |
New stocks bought by TenCore Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| transdigm group inc | 14.56 |
| monday.com ltd | 6.23 |
Additions to existing portfolio by TenCore Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| amazon.com inc | -68.33 |
| alphabet inc-cl a | -40.93 |
| perimeter solutions inc | -30.65 |
| workday inc-class a | -26.02 |
| salesforce inc | -18.19 |
| meta platforms inc | -18.19 |
| mercadolibre inc | -18.13 |
| doordash inc - a | -17.87 |
TenCore Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| elevance health inc | -10,867,000 |
| coupang inc | -242,977 |
TenCore Partners, LP got rid off the above stocks
Sector Distribution
- Technology
- Communication Services
- Others
- Consumer Cyclical
- Financial Services
| Sector | % |
|---|---|
| Technology | 47.5 |
| Communication Services | 28.6 |
| Others | 12.5 |
| Consumer Cyclical | 8.9 |
| Financial Services | 2.3 |
Market Cap. Distribution
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 50.7 |
| LARGE-CAP | 23.1 |
| MID-CAP | 13.7 |
| UNALLOCATED | 12.5 |
Stocks belong to which Index?
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 57.3 |
| Others | 29.2 |
| RUSSELL 2000 | 13.5 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
TenCore Partners, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TenCore Partners, LP
$128.72MTotal Value
16.00Positions
06 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Amazon.Com Inc Amazon.Com IncAMZN TenCore Partners, LP's holding in Amazon.Com Inc over time | 2.35% | 14,530 | $3.03M 2.35% | 68.33%decreased 68.33 percentreduced | |
 Elevance Health Inc TenCore Partners, LP's holding in Elevance Health Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Appfolio Inc - A Appfolio Inc - AAPPF TenCore Partners, LP's holding in Appfolio Inc - A over time | 13.47% | 109,905 | $17.35M 13.47% | Newnew position | |
 Coupang Inc Coupang IncCPNG TenCore Partners, LP's holding in Coupang Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Salesforce Inc TenCore Partners, LP's holding in Salesforce Inc over time | 6.4% | 44,108 | $8.23M 6.4% | 18.19%decreased 18.19 percentreduced | |
 Doordash Inc - A Doordash Inc - ADASH TenCore Partners, LP's holding in Doordash Inc - A over time | 4.96% | 42,504 | $6.38M 4.96% | 17.87%decreased 17.87 percentreduced | |
 Alphabet Inc-Cl A TenCore Partners, LP's holding in Alphabet Inc-Cl A over time | 7.63% | 34,141 | $9.82M 7.63% | 40.93%decreased 40.93 percentreduced | |
 Kinsale Capital Group Inc TenCore Partners, LP's holding in Kinsale Capital Group Inc over time | 0.25% | 950 | $324.6K 0.25% | Newnew position | |
 Mercadolibre Inc Mercadolibre IncMELI TenCore Partners, LP's holding in Mercadolibre Inc over time | 6.58% | 4,898 | $8.47M 6.58% | 18.13%decreased 18.13 percentreduced | |
 Meta Platforms Inc TenCore Partners, LP's holding in Meta Platforms Inc over time | 16.03% | 36,072 | $20.64M 16.03% | 18.19%decreased 18.19 percentreduced | |
 MNDY Monday.Com LtdMonday.Com LtdMNDY | 7.29% | 135,862 | $9.39M 7.29% | 6.23%increased 6.23 percentadded | |
 Microsoft Corp Microsoft CorpMSFT TenCore Partners, LP's holding in Microsoft Corp over time | 22.68% | 78,866 | $29.19M 22.68% | 6.62%decreased 6.62 percentreduced | |
 Transdigm Group Inc TenCore Partners, LP's holding in Transdigm Group Inc over time | 0.21% | 236 | $273.5K 0.21% | 14.56%increased 14.56 percentadded | |
 Visa Inc-Class A Shares TenCore Partners, LP's holding in Visa Inc-Class A Shares over time | 2% | 8,519 | $2.57M 2% | 17.32%decreased 17.32 percentreduced | |
 Workday Inc-Class A TenCore Partners, LP's holding in Workday Inc-Class A over time | 4.94% | 48,951 | $6.36M 4.94% | 26.02%decreased 26.02 percentreduced | |
Common Stock Perimeter Solutions IncPerimeter Solutions Inc | 5.2% | 274,050 | $6.69M 5.2% | 30.65%decreased 30.65 percentreduced | |