TenCore Partners, LP
13F filer · CIK 1755784 · New York, NY
Summary
TenCore Partners, LP reported $128.42M across 15 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are MSFT (18.1%), META (15.8%), APPF (11.0%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 6, trimmed 5 and sold out of 1.
Reported value$128.42M
Positions15
Report period2026 Q2
FiledAug 12, 2026
New positions2
Added6
Trimmed5
Sold out1
Top 15 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.1%Value $23.27MPrice $508.96Shares 62K -20.91%Since Jun 30 +36.44%
Weight 15.8%Value $20.34MPrice $738.79Shares 36K +0.11%Since Jun 30 +31.16%
Weight 11.0%Value $14.15MPrice $195.82Shares 88K -19.69%Since Jun 30 +22.12%
Weight 9.5%Value $12.20MPrice $340.92Shares 34KSince Jun 30 -4.60%
Weight 7.8%Value $9.96MPrice $1725Shares 5,868 +19.80%Since Jun 30 +1.62%
Weight 7.6%Value $9.70MPrice $76.05Shares 134K -1.38%Since Jun 30 +5.06%
Weight 7.1%Value $9.09MPrice $246.67Shares 38K +162.42%Since Jun 30 +3.50%
Weight 6.5%Value $8.38MPrice $26.92Shares 235K -14.27%Since Jun 30 -24.49%
Weight 6.1%Value $7.89MPrice $187.10Shares 43K +0.56%Since Jun 30 +1.39%
Weight 4.5%Value $5.78MPrice $392.45Shares 14KSince Jun 30 -3.64%
Weight 3.0%Value $3.83MPrice $189.17Shares 31K -36.08%Since Jun 30 +54.53%
Weight 2.3%Value $2.96MPrice $365.88Shares 8,619 +1.17%Since Jun 30 +6.64%
Weight 0.3%Value $354.3KPrice $1100Shares 266 +12.71%Since Jun 30 -17.44%
Weight 0.2%Value $313.3KPrice $323.25Shares 950Since Jun 30 -1.99%
Weight 0.2%Value $207.8KPrice $374.94Shares 500Since Jun 30 -9.79%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.1% | $23.27M | +36.44% | -20.91% | Trim | |
| 15.8% | $20.34M | +31.16% | +0.11% | Add | |
| 11.0% | $14.15M | +22.12% | -19.69% | Trim | |
| 9.5% | $12.20M | -4.60% | — | Hold | |
| 7.8% | $9.96M | +1.62% | +19.80% | Add | |
| 7.6% | $9.70M | +5.06% | -1.38% | Trim | |
| 7.1% | $9.09M | +3.50% | +162.42% | Add | |
| 6.5% | $8.38M | -24.49% | -14.27% | Trim | |
| 6.1% | $7.89M | +1.39% | +0.56% | Add | |
| 4.5% | $5.78M | -3.64% | — | New | |
| 3.0% | $3.83M | +54.53% | -36.08% | Trim | |
| 2.3% | $2.96M | +6.64% | +1.17% | Add | |
| 0.3% | $354.3K | -17.44% | +12.71% | Add | |
| 0.2% | $313.3K | -1.99% | — | Hold | |
| 0.2% | $207.8K | -9.79% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.