TenCore Partners, LP Long-Term Concentrated

Location: New York, NY

CIK: 0001755784 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $128M (100.0% shares, 0.0% debt)

Holdings (15)

New Positions (2)

SPGI S&P GLOBAL INC 4.5%

Value $5.779M Shares 14,190 Est. Cost $407.26 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.2%

Value $208K Shares 500 Est. Cost $415.63 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPGI	S&P GLOBAL INC	14,190	$5.779M	4.5%	$407.26	—	COM	78409V104
UNH	UNITEDHEALTH GROUP INC	500	$208K	0.2%	$415.63	—	COM	91324P102

Increased Positions (4)

AMZN AMAZON.COM INC 7.1%

Value $9.088M (+200.3%) Shares 38,130 (+162.4%) Est. Cost $194.72 Unrealized —

MELI MERCADOLIBRE INC 7.8%

Value $9.96M (+17.6%) Shares 5,868 (+19.8%) Est. Cost $1660.50 Unrealized —

V VISA INC-CLASS A SHARES 2.3%

Value $2.957M (+14.8%) Shares 8,619 (+1.2%) Est. Cost $225.82 Unrealized —

TDG TRANSDIGM GROUP INC 0.3%

Value $354K (+29.5%) Shares 266 (+12.7%) Est. Cost $1318.88 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON.COM INC	38,130 (+162.4%)	$9.088M (+200.3%)	7.1%	$194.72	—	COM	023135106
MELI	MERCADOLIBRE INC	5,868 (+19.8%)	$9.96M (+17.6%)	7.8%	$1660.50	—	COM	58733R102
V	VISA INC-CLASS A SHARES	8,619 (+1.2%)	$2.957M (+14.8%)	2.3%	$225.82	—	COM CL A	92826C839
TDG	TRANSDIGM GROUP INC	266 (+12.7%)	$354K (+29.5%)	0.3%	$1318.88	—	COM	893641100

Exited Positions (1)

CRM SALESFORCE INC 6.4%

Value $8.234M Shares 44,108 Est. Cost $202.20 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	44,108	$8.234M	6.4%	$202.20	—	—	79466L302

Decreased Positions (5)

MSFT MICROSOFT CORP 18.1%

Value $23.27M (-20.3%) Shares 62,376 (-20.9%) Est. Cost $231.42 Unrealized —

APPF APPFOLIO INC - A 11.0%

Value $14.15M (-18.4%) Shares 88,270 (-19.7%) Est. Cost $200.24 Unrealized —

WDAY WORKDAY INC-CLASS A 3.0%

Value $3.831M (-39.8%) Shares 31,290 (-36.1%) Est. Cost $204.77 Unrealized —

PRM PERIMETER SOLUTIONS INC 6.5%

Value $8.376M (+25.2%) Shares 234,950 (-14.3%) Est. Cost $11.33 Unrealized —

MNDY MONDAY.COM LTD 7.6%

Value $9.7M (+3.3%) Shares 133,992 (-1.4%) Est. Cost $243.75 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	62,376 (-20.9%)	$23.27M (-20.3%)	18.1%	$231.42	—	COM	594918104
APPF	APPFOLIO INC - A	88,270 (-19.7%)	$14.15M (-18.4%)	11.0%	$200.24	—	COM CL A	03783C100
WDAY	WORKDAY INC-CLASS A	31,290 (-36.1%)	$3.831M (-39.8%)	3.0%	$204.77	—	CL A	98138H101
PRM	PERIMETER SOLUTIONS INC	234,950 (-14.3%)	$8.376M (+25.2%)	6.5%	$11.33	—	COMMON STOCK	71385M107
MNDY	MONDAY.COM LTD	133,992 (-1.4%)	$9.7M (+3.3%)	7.6%	$243.75	—	SHS	M7S64H106

Unchanged Positions (4)

GOOGL ALPHABET INC-CL A 9.5%

Value $12.2M Shares 34,141 Est. Cost $107.42 Unrealized —

DASH DOORDASH INC - A 6.1%

Value $7.888M Shares 42,744 Est. Cost $150.81 Unrealized —

META META PLATFORMS INC 15.8%

Value $20.34M Shares 36,112 Est. Cost $223.17 Unrealized —

KNSL KINSALE CAPITAL GROUP INC 0.2%

Value $313K Shares 950 Est. Cost $393.44 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC-CL A	34,141	$12.2M	9.5%	$107.42	—	CAP STK CL A	02079K305
DASH	DOORDASH INC - A	42,744	$7.888M	6.1%	$150.81	—	CL A	25809K105
META	META PLATFORMS INC	36,112	$20.34M	15.8%	$223.17	—	CL A	30303M102
KNSL	KINSALE CAPITAL GROUP INC	950	$313K	0.2%	$393.44	—	COM	49714P108