Latest TenCore Partners, LP Stock Portfolio
$128Million | No. of Holdings #15
TenCore Partners, LP Performance
2026 Q2+5.98%
YTD-15.10%
2025+9.46%
About TenCore Partners, LP and 13F Hedge Fund Stock Holdings
TenCore Partners, LP is a hedge fund based in New York, NY. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, TenCore Partners, LP reported an equity portfolio of $128.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of TenCore Partners, LP are MSFT, META, APPF. The fund has invested 18.1% of it's portfolio in MICROSOFT CORP and 15.8% of portfolio in META PLATFORMS INC. <br><br> The fund managers got completely rid off SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in WORKDAY INC-CLASS A (WDAY), MICROSOFT CORP (MSFT) and APPFOLIO INC - A (APPF). TenCore Partners, LP opened new stock positions in S&P GLOBAL INC (SPGI) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON.COM INC (AMZN), MERCADOLIBRE INC (MELI) and TRANSDIGM GROUP INC (TDG).
TenCore Partners, LP Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$128Million
as of Aug 12, 2026TenCore Partners, LP Annual Return Estimates Vs S&P 500
Our best estimate is that TenCore Partners, LP made a return of 5.98% in the last quarter. In trailing 12 months, it's portfolio return was -19.1%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| s&p global inc | 5,779,020 |
| unitedhealth group inc | 207,815 |
New stocks bought by TenCore Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| amazon.com inc | 162 |
| mercadolibre inc | 19.8 |
| transdigm group inc | 12.71 |
| visa inc-class a shares | 1.17 |
| doordash inc - a | 0.56 |
| meta platforms inc | 0.11 |
Additions to existing portfolio by TenCore Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| workday inc-class a | -36.08 |
| microsoft corp | -20.91 |
| appfolio inc - a | -19.69 |
| perimeter solutions inc | -14.27 |
| monday.com ltd | -1.38 |
TenCore Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| salesforce inc | -8,233,640 |
TenCore Partners, LP got rid off the above stocks
Sector Distribution
TenCore Partners, LP has about 32.1% of it's holdings in Technology sector.
- Technology
- Communication Services
- Consumer Cyclical
- Others
- Financial Services
| Sector | % |
|---|---|
| Technology | 32.1 |
| Communication Services | 31.5 |
| Consumer Cyclical | 14.8 |
| Others | 14.1 |
| Financial Services | 7 |
Market Cap. Distribution
TenCore Partners, LP has about 74.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 53 |
| LARGE-CAP | 21.7 |
| UNALLOCATED | 14.1 |
| MID-CAP | 11.3 |
Stocks belong to which Index?
About 68.8% of the stocks held by TenCore Partners, LP either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 57.8 |
| Others | 31.2 |
| RUSSELL 2000 | 11 |
TenCore Partners, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TenCore Partners, LP
TenCore Partners, LP has 15 stocks in it's portfolio. About 94% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. was the most profitable stock for TenCore Partners, LP last quarter.
$128.42MTotal Value
16.00Positions
12 Aug, 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 | 7.08% | 38,130 | $9.09M 7.08% | 162.42%increased 162.42 percentadded | |
 Appfolio Inc - A Appfolio Inc - AAPPF TenCore Partners, LP's holding in Appfolio Inc - A over time | 11.02% | 88,270 | $14.15M 11.02% | 19.69%decreased 19.69 percentreduced | |
 Salesforce Inc TenCore Partners, LP's holding in Salesforce Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Doordash Inc - A Doordash Inc - ADASH TenCore Partners, LP's holding in Doordash Inc - A over time | 6.14% | 42,744 | $7.89M 6.14% | 0.56%increased 0.56 percentadded | |
 Alphabet Inc-Cl A TenCore Partners, LP's holding in Alphabet Inc-Cl A over time | 9.5% | 34,141 | $12.20M 9.5% | 0%unchanged 0 percentunchanged | |
 Kinsale Capital Group Inc TenCore Partners, LP's holding in Kinsale Capital Group Inc over time | 0.24% | 950 | $313.3K 0.24% | 0%unchanged 0 percentunchanged | |
 Mercadolibre Inc Mercadolibre IncMELI TenCore Partners, LP's holding in Mercadolibre Inc over time | 7.76% | 5,868 | $9.96M 7.76% | 19.8%increased 19.8 percentadded | |
 Meta Platforms Inc TenCore Partners, LP's holding in Meta Platforms Inc over time | 15.84% | 36,112 | $20.34M 15.84% | 0.11%increased 0.11 percentadded | |
 MNDY Monday.Com LtdMonday.Com LtdMNDY | 7.55% | 133,992 | $9.70M 7.55% | 1.38%decreased 1.38 percentreduced | |
 Microsoft Corp Microsoft CorpMSFT TenCore Partners, LP's holding in Microsoft Corp over time | 18.12% | 62,376 | $23.27M 18.12% | 20.91%decreased 20.91 percentreduced | |
 S&P Global Inc S&P Global IncSPGI TenCore Partners, LP's holding in S&P Global Inc over time | 4.5% | 14,190 | $5.78M 4.5% | Newnew position | |
 Transdigm Group Inc TenCore Partners, LP's holding in Transdigm Group Inc over time | 0.28% | 266 | $354.3K 0.28% | 12.71%increased 12.71 percentadded | |
 Unitedhealth Group Inc TenCore Partners, LP's holding in Unitedhealth Group Inc over time | 0.16% | 500 | $207.8K 0.16% | Newnew position | |
 Visa Inc-Class A Shares TenCore Partners, LP's holding in Visa Inc-Class A Shares over time | 2.3% | 8,619 | $2.96M 2.3% | 1.17%increased 1.17 percentadded | |
 Workday Inc-Class A TenCore Partners, LP's holding in Workday Inc-Class A over time | 2.98% | 31,290 | $3.83M 2.98% | 36.08%decreased 36.08 percentreduced | |
Common Stock Perimeter Solutions IncPerimeter Solutions Inc | 6.52% | 234,950 | $8.38M 6.52% | 14.27%decreased 14.27 percentreduced | |