Investor
TenCore Partners, LP
CIK 0001755784 · filed 2026-05-06 · SEC filing
13F book
$128.7M
Positions
14
2 new · 2 sold
Largest name
22.7%
Microsoft Corp · MSFT
Est. mark
−$36.9M
Price effect on 12 names still held. Flow −$30M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 78.9K | $29.2M | 22.7% | −$8.95M | Cut−$11.7M |
| Meta Platforms, Inc. | META | 36.1K | $20.6M | 16.0% | −$3.17M | Cut−$8.47M |
| Appfolio Inc | APPF | 109.9K | $17.3M | 13.5% | — | New |
| Alphabet Inc | — | 34.1K | $9.82M | 7.6% | −$868.5K | Cut−$8.27M |
| monday.com Ltd. | MNDY | 135.9K | $9.39M | 7.3% | −$10M | Added−$9.48M |
| Mercadolibre Inc | MELI | 4.9K | $8.47M | 6.6% | −$1.4M | Cut−$3.58M |
| Salesforce, Inc. | CRM | 44.1K | $8.23M | 6.4% | −$3.45M | Cut−$6.05M |
| Perimeter Solutions, Inc. | PRM | 274.1K | $6.69M | 5.2% | −$852.3K | Cut−$4.19M |
| DoorDash, Inc. | DASH | 42.5K | $6.38M | 5.0% | −$3.24M | Cut−$5.34M |
| Workday, Inc. | WDAY | 49K | $6.36M | 4.9% | −$4.15M | Cut−$7.85M |
| Amazon Com Inc | AMZN | 14.5K | $3.03M | 2.4% | −$327.7K | Cut−$7.56M |
| Visa Inc. | V | 8.52K | $2.57M | 2.0% | −$412.9K | Cut−$1.04M |
| Kinsale Cap Group Inc | — | 950 | $324.6K | 0.3% | — | New |
| Transdigm Group Inc | TDG | 236 | $273.5K | 0.2% | −$35.2K | Added−$434 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.