TenCore Partners, LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$128,719
Net value change ($000)
-66,927 (-34.2%)
New positions
2
Sold out positions
2
Turnover %
22.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APPF 17,345 NEW
KNSL 325 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -11,653 -28.5%
ELV -10,867 -100.0%
MNDY -9,482 -50.2%
META -8,467 -29.1%
GOOGL -8,272 -45.7%
WDAY -7,852 -55.2%
AMZN -7,564 -71.4%
CRM -6,048 -42.3%
DASH -5,339 -45.6%
PRM -4,186 -38.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type