Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TenCore Partners, LP (CIK 1755784) reported $128.7M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($29.2M, 22.68%), META ($20.6M, 16.03%), APPF ($17.3M, 13.48%), GOOGL ($9.8M, 7.63%), MNDY ($9.4M, 7.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $29.2M | 22.68% | 78,866 | Trimmed |
| 2 | META | META PLATFORMS INC | $20.6M | 16.03% | 36,072 | Trimmed |
| 3 | APPF | APPFOLIO INC - A | $17.3M | 13.48% | 109,905 | New |
| 4 | GOOGL | ALPHABET INC-CL A | $9.8M | 7.63% | 34,141 | Trimmed |
| 5 | MNDY | MONDAY.COM LTD | $9.4M | 7.29% | 135,862 | Added |
| 6 | MELI | MERCADOLIBRE INC | $8.5M | 6.58% | 4,898 | Trimmed |
| 7 | CRM | SALESFORCE INC | $8.2M | 6.40% | 44,108 | Trimmed |
| 8 | PRM | PERIMETER SOLUTIONS INC | $6.7M | 5.20% | 274,050 | Trimmed |
| 9 | DASH | DOORDASH INC - A | $6.4M | 4.96% | 42,504 | Trimmed |
| 10 | WDAY | WORKDAY INC-CLASS A | $6.4M | 4.94% | 48,951 | Trimmed |
| 11 | AMZN | AMAZON.COM INC | $3.0M | 2.35% | 14,530 | Trimmed |
| 12 | V | VISA INC-CLASS A SHARES | $2.6M | 2.00% | 8,519 | Trimmed |
| 13 | KNSL | KINSALE CAPITAL GROUP INC | $324,577 | 0.25% | 950 | New |
| 14 | TDG | TRANSDIGM GROUP INC | $273,515 | 0.21% | 236 | Added |
| 15 | ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | Exited |
| 16 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31