Tencore Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$128.7M
Q ending 2026-03-31
Prior quarter
$195.6M
Q ending 2025-12-31
Change
-34.2% QoQ · -32.3% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $29.2M | 79K |
| Meta Platforms Inc | META | Shares | $20.6M | 36K |
| Appfolio Inc - A | APPF | Shares | $17.3M | 110K |
| Alphabet Inc-Cl A | GOOGL | Shares | $9.8M | 34K |
| Monday.Com Ltd | Shares | $9.4M | 136K | |
| Mercadolibre Inc | MELI | Shares | $8.5M | 5K |
| Salesforce Inc | CRM | Shares | $8.2M | 44K |
| Perimeter Solutions Inc | PRM | Shares | $6.7M | 274K |
| Doordash Inc - A | DASH | Shares | $6.4M | 43K |
| Workday Inc-Class A | WDAY | Shares | $6.4M | 49K |
| Amazon.Com Inc | AMZN | Shares | $3.0M | 15K |
| Visa Inc-Class A Shares | V | Shares | $2.6M | 9K |
| Kinsale Capital Group Inc | KNSL | Shares | $325K | 950 |
| Transdigm Group Inc | TDG | Shares | $274K | 236 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.