TenCore Partners, LP

NEW YORK, NY · CIK 1755784 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2020 · limited partnership

As an employer

$128.4m reported value -0.2% vs Q1 2026

15positions

94.0%in top 10

2 new 6 added 5 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	62,376	$23.3m18.12%	18.12%	Reduced -16.5k	-16,490 -20.9%
2	META PLATFORMS INC CL A META	META	36,112	$20.3m15.84%	15.84%	Added +40	+40 0.1%
3	APPFOLIO INC COM CL A APPF	APPF	88,270	$14.2m11.02%	11.02%	Reduced -21.6k	-21,635 -19.7%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	34,141	$12.2m9.50%	9.50%	Unchanged
5	MERCADOLIBRE INC COM MELI	MELI	5,868	$10.0m7.76%	7.76%	Added +970	+970 19.8%
6	MONDAY COM LTD SHS MNDY	MNDY	133,992	$9.7m7.55%	7.55%	Reduced -1.9k	-1,870 -1.4%
7	AMAZON COM INC COM AMZN	AMZN	38,130	$9.1m7.08%	7.08%	Added +23.6k	+23,600 162.4%
8	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	234,950	$8.4m6.52%	6.52%	Reduced -39.1k	-39,100 -14.3%
9	DOORDASH INC CL A DASH	DASH	42,744	$7.9m6.14%	6.14%	Added +240	+240 0.6%
10	S&P GLOBAL INC COM SPGI	SPGI	14,190	$5.8m4.50%	4.50%	New
11	WORKDAY INC CL A WDAY	WDAY	31,290	$3.8m2.98%	2.98%	Reduced -17.7k	-17,661 -36.1%
12	VISA INC COM CL A V	V	8,619	$3.0m2.30%	2.30%	Added +100	+100 1.2%
13	TRANSDIGM GROUP INC COM TDG	TDG	266	$354.3k0.28%	0.28%	Added +30	+30 12.7%
14	KINSALE CAP GROUP INC COM KNSL	KNSL	950	$313.3k0.24%	0.24%	Unchanged
15	UNITEDHEALTH GROUP INC COM UNH	UNH	500	$207.8k0.16%	0.16%	New

Security	Ticker	Shares held before	Value then
SALESFORCE INC CRM	CRM	44,108	$8.2m44.1k shares