TenCore Partners, LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$128,418
Net value change ($000)
-301 (-0.2%)
New positions
2
Sold out positions
1
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMZN 6,062 200.3%
SPGI 5,779 NEW
GOOGL 2,383 24.3%
PRM 1,684 25.2%
DASH 1,506 23.6%
MELI 1,491 17.6%
V 382 14.8%
MNDY 311 3.3%
UNH 208 NEW
TDG 80 29.2%
Top Reduces (Value $000, Stocks/ETFs)
CRM -8,234 -100.0%
MSFT -5,927 -20.3%
APPF -3,191 -18.4%
WDAY -2,529 -39.8%
META -296 -1.4%
KNSL -12 -3.7%
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