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The Analysis of TenCore Partners, LP's Holdings & P&L

Currently, TenCore Partners, LP holds 14 types of securities in its portfolio with a total value $128.7M. In the most recent quarter, they have increased their positions in APPF (+109.9K shares, valued at $17.3M), MNDY (+8.0K shares, valued at $550.9K), KNSL (+950 shares, valued at $324.6K); decreased their positions in N/A (-23.7K shares, valued at $6.8M), AMZN (-31.4K shares, valued at $6.5M), META (-8.0K shares, valued at $4.6M); initiated new positions in APPF (+109.9K shares, valued at $17.3M), KNSL (+950 shares, valued at $324.6K).

1M P&L

+1.7M+1.40%

3M P&L

-2.5M-2.03%

HY P&L

-29.5M-19.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application41.3M

36.8%

2Software - Infrastructure29.2M

26.0%

3Internet Content & Information27.0M

24.1%

Top Industries by Stock Count

1Software - Application4 stocks

33.3%

2Internet Retail2 stocks

16.7%

3Internet Content & Information2 stocks

16.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP78.9K shares-6.62%2026-03-312026-05-06

META META PLATFORMS INC36.1K shares-18.19%2026-03-312026-05-06

APPF APPFOLIO INC - A109.9K sharesnew addition2026-03-312026-05-06

ALPHABET INC-CL A ALPHABET INC-CL A34.1K shares-40.93%2026-03-312026-05-06

MNDY MONDAY.COM LTD135.9K shares6.23%2026-03-312026-05-06

MELI MERCADOLIBRE INC4.9K shares-18.13%2026-03-312026-05-06

CRM SALESFORCE INC44.1K shares-18.19%2026-03-312026-05-06

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC274.1K shares-30.65%2026-03-312026-05-06

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DASH DOORDASH INC - A42.5K shares-17.87%2026-03-312026-05-06

WDAY WORKDAY INC-CLASS A49.0K shares-26.02%2026-03-312026-05-06

AMZN AMAZON.COM INC14.5K shares-68.33%2026-03-312026-05-06

V VISA INC-CLASS A SHARES8.5K shares-17.32%2026-03-312026-05-06

KNSL KINSALE CAPITAL GROUP INC950 sharesnew addition2026-03-312026-05-06

TDG TRANSDIGM GROUP INC236 shares14.56%2026-03-312026-05-06

MICROSOFT CORP

-6.62%

Shares78.9K

Event2026-03-31

Filed2026-05-06

META PLATFORMS INC

-18.19%

Shares36.1K

Event2026-03-31

Filed2026-05-06

APPFOLIO INC - A

New

Shares109.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC-CL A

ALPHABET INC-CL A

-40.93%

Shares34.1K

Event2026-03-31

Filed2026-05-06

MONDAY.COM LTD

6.23%

Shares135.9K

Event2026-03-31

Filed2026-05-06

MERCADOLIBRE INC

-18.13%

Shares4.9K

Event2026-03-31

Filed2026-05-06

SALESFORCE INC

-18.19%

Shares44.1K

Event2026-03-31

Filed2026-05-06

PERIMETER SOLUTIONS INC

PERIMETER SOLUTIONS INC

-30.65%

Shares274.1K

Event2026-03-31

Filed2026-05-06

DOORDASH INC - A

-17.87%

Shares42.5K

Event2026-03-31

Filed2026-05-06

WORKDAY INC-CLASS A

-26.02%

Shares49.0K

Event2026-03-31

Filed2026-05-06

AMAZON.COM INC

-68.33%

Shares14.5K

Event2026-03-31

Filed2026-05-06

VISA INC-CLASS A SHARES

-17.32%

Shares8.5K

Event2026-03-31

Filed2026-05-06

KINSALE CAPITAL GROUP INC

New

Shares950

Event2026-03-31

Filed2026-05-06

TRANSDIGM GROUP INC

14.56%

Shares236

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available