TenCore Partners
TenCore Partners reported 15 stocks worth $128M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are MSFT (18.1%), META (15.8%) and APPF (11.0%). Compared with Q1 2026, the fund opened new positions in SPGI and UNH, added to META, MELI and AMZN, trimmed MSFT, APPF and MNDY and sold out of CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $23.3M | 18.1% | 62K | −16K (−21%) | 8 of 8 | |
| 2 |  META Meta Platforms Inc | $20.3M | 15.8% | 36K | +40 (+0%) | 8 of 8 | |
| 3 |  APPF Appfolio Inc | $14.2M | 11.0% | 88K | −22K (−20%) | 2 of 8 | |
| 4 |  GOOGL Alphabet Inc | $12.2M | 9.5% | 34K | No change | 8 of 8 | |
| 5 |  MELI Mercadolibre Inc | $10M | 7.8% | 5,868 | +970 (+20%) | 8 of 8 | |
| 6 |  MNDY Monday Com Ltd | $9.7M | 7.5% | 134K | −1,870 (−1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $9.1M | 7.1% | 38K | +24K (+162%) | 8 of 8 | |
| 8 |  PRM Perimeter Solutions Inc | $8.4M | 6.5% | 235K | −39K (−14%) | 6 of 8 | |
| 9 |  DASH Doordash Inc | $7.9M | 6.1% | 43K | +240 (+1%) | 8 of 8 | |
| 10 |  SPGI S&P Global Inc | $5.8M | 4.5% | 14K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CRM Salesforce Inc | $8.2M | 44K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TenCore Partners 13F FAQ
What does TenCore Partners own?
TenCore Partners reported 15 stocks worth $128M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are MSFT (18.1%), META (15.8%) and APPF (11.0%). The table above lists every position in the filing (the top 10 without an account).
What did TenCore Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 6 added to, 5 trimmed and 1 sold out. New positions include SPGI and UNH. It sold all of CRM.
When will TenCore Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is TenCore Partners's portfolio worth?
The Q2 2026 filing reports $128M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.