TenCore Partners, LP — 13F holdings

TenCore Partners, LP reported 15 holdings worth $128M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $23.3M (18.1%)
2. META META PLATFORMS INC — $20.3M (15.8%)
3. APPF APPFOLIO INC — $14.2M (11.0%)
4. GOOGL ALPHABET INC — $12.2M (9.5%)
5. MELI Mercadolibre Inc — $9.96M (7.8%)
6. MNDY MONDAY COM LTD — $9.70M (7.6%)
7. AMZN AMAZON COM INC — $9.09M (7.1%)
8. PRM PERIMETER SOLUTIONS INC — $8.38M (6.5%)
9. DASH DOORDASH INC — $7.89M (6.1%)
10. SPGI S&P GLOBAL INC — $5.78M (4.5%)