TenCore Partners, LP
15 holdingsFiling period: 2026-06-30Current AUM: $145.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 62.4K | $23.3M | $33.1M | 22.75% | -16,490 | 2026-06-30 |
| 2 | META | Meta Platforms Inc | 36.1K | $20.3M | $22.0M | 15.15% | +40 | 2026-06-30 |
| 3 | APPF | Appfolio Inc - A | 88.3K | $14.2M | $20.4M | 14.00% | -21,635 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc-CL A | 34.1K | $12.2M | $9.7M | 6.68% | -- | 2026-06-30 |
| 5 | MELI | Mercadolibre Inc | 5.9K | $10.0M | $8.9M | 6.09% | +970 | 2026-06-30 |
| 6 | — | Monday.com Ltd | 134.0K | $9.7M | $9.7M | 6.67% | -1,870 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 38.1K | $9.1M | $9.9M | 6.80% | +23.6K | 2026-06-30 |
| 8 | PRM | Perimeter Solutions Inc | 234.9K | $8.4M | $6.9M | 4.76% | -39,100 | 2026-06-30 |
| 9 | DASH | Doordash Inc - A | 42.7K | $7.9M | $7.7M | 5.28% | +240 | 2026-06-30 |
| 10 | SPGI | S&P Global Inc | 14.2K | $5.8M | $6.6M | 4.56% | -- | 2026-06-30 |
| 11 | WDAY | Workday Inc-Class A | 31.3K | $3.8M | $6.0M | 4.15% | -17,661 | 2026-06-30 |
| 12 | V | Visa Inc-Class A Shares | 8.6K | $3.0M | $3.6M | 2.50% | +100 | 2026-06-30 |
| 13 | TDG | Transdigm Group Inc | 266 | $354K | $318K | 0.22% | +30 | 2026-06-30 |
| 14 | KNSL | Kinsale Capital Group Inc | 950 | $313K | $364K | 0.25% | -- | 2026-06-30 |
| 15 | UNH | Unitedhealth Group Inc | 500 | $207K | $196K | 0.13% | -- | 2026-06-30 |
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