TenCore Partners, LP

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$126,188
Net value change ($000)
-2,230 (-1.7%)
New positions
1
Sold out positions
1
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BSY 6,558 NEW
META 4,417 21.7%
WDAY 2,409 62.9%
MSFT 792 3.4%
TDG 89 25.1%
Top Reduces (Value $000, Stocks/ETFs)
APPF -6,687 -47.2%
MNDY -2,498 -25.8%
PRM -2,192 -26.2%
MELI -1,546 -15.5%
DASH -1,327 -16.8%
AMZN -1,033 -11.4%
GOOGL -454 -3.7%
V -363 -12.3%
UNH -208 -100.0%
SPGI -181 -3.1%
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