TenCore Partners, LP
TenCore Partners, LP reported 15 US-listed holdings worth $126.2 million in its 13F for the quarter ended 30 September 2026, filed 5 November 2026. Its largest: Meta Platforms, Inc. (19.6%), Microsoft Corp. (19.1%) and Alphabet Inc. (9.3%). Against the quarter before, it opened 1 position, added to 2, trimmed 8 and sold out of 1.
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +8.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 1
- Bentley Systems Inc. BSY$6.6 million
Added to 2
- Workday, Inc. WDAY+1,475 shares · +5%
- TransDigm Group Inc. TDG+143 shares · +54%
Trimmed 8
- Appfolio Inc. APPF-51,030 shares · -58%
- Microsoft Corp. MSFT-15,469 shares · -25%
- monday.com Ltd. MNDY-42,200 shares · -31%
- MercadoLibre, Inc. MELI-1,000 shares · -17%
- Amazon.com Inc. AMZN-5,800 shares · -15%
- Meta Platforms, Inc. META-1,970 shares · -5%
- DoorDash, Inc. DASH-7,000 shares · -16%
- Visa Inc. V-1,400 shares · -16%
Sold out of 1
- UnitedHealth Group Inc. UNH$207,815 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Meta Platforms, Inc. META | 34.1K | $24.8 million | 19.62% | -2.0K |
| Microsoft Corp. MSFT | 46.9K | $24.1 million | 19.07% | -15.5K |
| Alphabet Inc. GOOGL | 34.1K | $11.7 million | 9.31% | no change |
| MercadoLibre, Inc. MELI | 4.9K | $8.4 million | 6.67% | -1.0K |
| Amazon.com Inc. AMZN | 32.3K | $8.1 million | 6.38% | -5.8K |
| Appfolio Inc. APPF | 37.2K | $7.5 million | 5.92% | -51.0K |
| monday.com Ltd. MNDY | 91.8K | $7.2 million | 5.71% | -42.2K |
| DoorDash, Inc. DASH | 35.7K | $6.6 million | 5.20% | -7.0K |
| Bentley Systems Inc. BSY | 205.3K | $6.6 million | 5.20% | new |
| Workday, Inc. WDAY | 32.8K | $6.2 million | 4.95% | +1.5K |
| Perimeter Group Inc. PRM | 234.9K | $6.2 million | 4.90% | no change |
| S&P Global Inc. SPGI | 14.2K | $5.6 million | 4.44% | no change |
| Visa Inc. V | 7.2K | $2.6 million | 2.06% | -1.4K |
| TransDigm Group Inc. TDG | 409 | $442,783 | 0.35% | +143 |
| Kinsale Capital Group, Inc. KNSL | 950 | $306,613 | 0.24% | no change |