Filed: 5/6/2026ACC: 0001755784-26-000003
📋 What this filing means
TENCORE PARTNERS, LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $128.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$128.72M
Total AUM (reported)
833.59K
Total Shares
Allocation by class
COM$49.52M38.5%
CL A$33.38M25.9%
COM CL A$19.92M15.5%
CAP STK CL A$9.82M7.6%
SHS$9.39M7.3%
COMMON STOCK$6.69M5.2%
Portfolio Concentration
Top 3$67.18M52.2%
4–10$55.34M43.0%
11–25$6.20M4.8%
Top 3 weight
52.2%
Top 10 weight
95.2%
Voting Authority Distribution
Total shares with voting rights: 833.59K
Sole
Full voting authority
833.59K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
MICROSOFT CORP
SOLEShares78.87K
TypeSH
Market value$29.19M
22.68%
Sole
78.87K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares36.07K
TypeSH
Market value$20.64M
16.03%
Sole
36.07K
Shared
0.00
None
0.00
APPFOLIO INC - A
SOLEShares109.91K
TypeSH
Market value$17.35M
13.48%
Sole
109.91K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares34.14K
TypeSH
Market value$9.82M
7.63%
Sole
34.14K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares135.86K
TypeSH
Market value$9.39M
7.29%
Sole
135.86K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares4.90K
TypeSH
Market value$8.47M
6.58%
Sole
4.90K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares44.11K
TypeSH
Market value$8.23M
6.40%
Sole
44.11K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares274.05K
TypeSH
Market value$6.69M
5.20%
Sole
274.05K
Shared
0.00
None
0.00
DOORDASH INC - A
SOLEShares42.50K
TypeSH
Market value$6.38M
4.96%
Sole
42.50K
Shared
0.00
None
0.00
WORKDAY INC-CLASS A
SOLEShares48.95K
TypeSH
Market value$6.36M
4.94%
Sole
48.95K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares14.53K
TypeSH
Market value$3.03M
2.35%
Sole
14.53K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares8.52K
TypeSH
Market value$2.57M
2.00%
Sole
8.52K
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP INC
SOLEShares950.00
TypeSH
Market value$324.6K
0.25%
Sole
950.00
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares236.00
TypeSH
Market value$273.5K
0.21%
Sole
236.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 78.87K | SH | $29.19M 22.68% | 78.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 36.07K | SH | $20.64M 16.03% | 36.07K | 0.00 | 0.00 |
APPFOLIO INC - ASOLE | COM CL A | 109.91K | SH | $17.35M 13.48% | 109.91K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 34.14K | SH | $9.82M 7.63% | 34.14K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | SHS | 135.86K | SH | $9.39M 7.29% | 135.86K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.90K | SH | $8.47M 6.58% | 4.90K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 44.11K | SH | $8.23M 6.40% | 44.11K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 274.05K | SH | $6.69M 5.20% | 274.05K | 0.00 | 0.00 |
DOORDASH INC - ASOLE | CL A | 42.50K | SH | $6.38M 4.96% | 42.50K | 0.00 | 0.00 |
WORKDAY INC-CLASS ASOLE | CL A | 48.95K | SH | $6.36M 4.94% | 48.95K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 14.53K | SH | $3.03M 2.35% | 14.53K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | COM CL A | 8.52K | SH | $2.57M 2.00% | 8.52K | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INCSOLE | COM | 950.00 | SH | $324.6K 0.25% | 950.00 | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 236.00 | SH | $273.5K 0.21% | 236.00 | 0.00 | 0.00 |