☆TenCore Partners, LP
Quality Q
0.597
AUM ($M)
128
Positions
15
Turnover
0.16
Top-10 wt
94%
Herfindahl
0.107
History (qtrs)
6
Excess Return
not eligible
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Holdings · 16 positions · portfolio value $128M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 18.1% | -4.6% | 23.3 | 62,376 | -16,490 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 15.8% | -0.2% | 20.3 | 36,112 | +40 | 5 | — |
| ☆APPF funds › | APPFOLIO INC - A | TRIM | — | 11.0% | -2.5% | 14.2 | 88,270 | -21,635 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC-CL A | HOLD | — | 9.5% | +1.9% | 12.2 | 34,141 | +0 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 7.8% | +1.2% | 10.0 | 5,868 | +970 | 5 | — |
| ☆MNDY funds › | MONDAY.COM LTD | TRIM | — | 7.6% | +0.3% | 9.7 | 133,992 | -1,870 | 5 | — |
| ☆AMZN funds › | AMAZON.COM INC | ADD | — | 7.1% | +4.7% | 9.1 | 38,130 | +23,600 | 5 | — |
| ☆PRM funds › | PERIMETER SOLUTIONS INC | TRIM | — | 6.5% | +1.3% | 8.4 | 234,950 | -39,100 | 5 | — |
| ☆DASH funds › | DOORDASH INC - A | ADD | — | 6.1% | +1.2% | 7.9 | 42,744 | +240 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | NEW | — | 4.5% | +4.5% | 5.8 | 14,190 | +14,190 | 1 | — |
| ☆WDAY funds › | WORKDAY INC-CLASS A | TRIM | — | 3.0% | -2.0% | 3.8 | 31,290 | -17,661 | 5 | — |
| ☆V funds › | VISA INC-CLASS A SHARES | ADD | — | 2.3% | +0.3% | 3.0 | 8,619 | +100 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 0.3% | +0.1% | 0.4 | 266 | +30 | 3 | — |
| ☆KNSL funds › | KINSALE CAPITAL GROUP INC | HOLD | — | 0.2% | -0.0% | 0.3 | 950 | +0 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.2% | +0.2% | 0.2 | 500 | +500 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -6.4% | 0.0 | 0 | -44,108 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 128 | 15 | 0.16 | 94% | 0.107 | 0.598 | — | in |
| 2026Q1 | 129 | 14 | 0.17 | 95% | 0.123 | 0.584 | — | in |
| 2025Q4 | 196 | 14 | 0.08 | 92% | 0.111 | 0.756 | — | in |
| 2025Q3 | 226 | 12 | 0.08 | 94% | 0.120 | 0.783 | — | in |
| 2025Q2 | 221 | 12 | 0.06 | 98% | 0.135 | 0.855 | — | entered |
| 2025Q1 | 190 | 12 | 0.00 | 98% | 0.130 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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