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.
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.
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).
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.
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
TenCore 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 |
TenCore Partners, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TenCore Partners, LP
Last Reported on: 06 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon.com inc | 2.35 | 14,530 | 3,026,160 | reduced | -68.33 | ||
| ANTX | elevance health inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APPF | appfolio inc - a | 13.47 | 109,905 | 17,345,200 | new | |||
| CPNG | coupang inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRM | salesforce inc | 6.40 | 44,108 | 8,233,640 | reduced | -18.19 | ||
| DASH | doordash inc - a | 4.96 | 42,504 | 6,381,980 | reduced | -17.87 | ||
| GOOG | alphabet inc-cl a | 7.63 | 34,141 | 9,817,590 | reduced | -40.93 | ||
| KNSL | kinsale capital group inc | 0.25 | 950 | 324,577 | new | |||
| MELI | mercadolibre inc | 6.58 | 4,898 | 8,468,740 | reduced | -18.13 | ||
| META | meta platforms inc | 16.03 | 36,072 | 20,637,900 | reduced | -18.19 | ||
| MNDY | monday.com ltd | 7.29 | 135,862 | 9,389,420 | added | 6.23 | ||
| MSFT | microsoft corp | 22.68 | 78,866 | 29,193,800 | reduced | -6.62 | ||
| TDG | transdigm group inc | 0.21 | 236 | 273,515 | added | 14.56 | ||
| V | visa inc-class a shares | 2.00 | 8,519 | 2,574,780 | reduced | -17.32 | ||
| WDAY | workday inc-class a | 4.94 | 48,951 | 6,359,710 | reduced | -26.02 | ||
| perimeter solutions inc | 5.20 | 274,050 | 6,692,300 | reduced | -30.65 | |||