StockDriftsStockDriftsTop 15 Tencore Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 18.12% | 62.4K | $23.3M | -20.91%(-16.49K) | $241.44(+108.24%) | 2026-06-30 | |
| META | META PLATFORMS INC | 15.84% | 36.1K | $20.3M | +0.11%(+40) | $215.53(+176.88%) | 2026-06-30 | |
| APPF | APPFOLIO INC - A | 11.02% | 88.3K | $14.2M | -19.69%(-21.64K) | $195.24(+2.08%) | 2026-06-30 | |
| GOOGL | ALPHABET INC-CL A | 9.5% | 34.1K | $12.2M | +0.00%(+0) | $63.74(+451.38%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 7.76% | 5.9K | $10.0M | +19.80%(+970) | $1508.95(+25.46%) | 2026-06-30 | |
| MNDY | MONDAY.COM LTD | 7.55% | 134.0K | $9.7M | -1.38%(-1.87K) | $250.94(-65.33%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 7.08% | 38.1K | $9.1M | +162.42%(+23.60K) | $178.88(+53.71%) | 2026-06-30 | |
| PRM | PERIMETER SOLUTIONS INC | 6.52% | 234.9K | $8.4M | -14.27%(-39.10K) | $11.66(+199.98%) | 2026-06-30 | |
| DASH | DOORDASH INC - A | 6.14% | 42.7K | $7.9M | +0.56%(+240) | $146.39(+44.85%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 4.5% | 14.2K | $5.8M | new | $401.44(+1.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.22% | +37.58% | +1.81% | +9.40% |
| Top 20 Holdings Unweighted | +16.84% | +59.49% | +4.86% | +26.75% |
Tencore Partners LP reports $128.42M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (18.1%), META (15.8%) and APPF (11.0%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +37.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tencore Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1755784). View Tencore Partners LP’s 13F filings on SEC