Tencore Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Tencore Partners, Lp disclosed 14 stock positions valued at approximately $128.42M as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, META PLATFORMS INC, and APPFOLIO INC - A.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $128.42M
Holdings by Sector
Tencore Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 18.12% | 62,376 | -16,490 | -20.91% | $23,267,496 |
| META PLATFORMS INC | META | Communication Services | 15.84% | 36,112 | +40 | +0.11% | $20,341,528 |
| APPFOLIO INC - A | APPF | Technology | 11.02% | 88,270 | -21,635 | -19.69% | $14,154,095 |
| ALPHABET INC-CL A | GOOGL | Communication Services | 9.50% | 34,141 | - | - | $12,200,969 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 7.76% | 5,868 | +970 | +19.80% | $9,960,285 |
| MONDAY.COM LTD | MNDY | Other | 7.55% | 133,992 | -1,870 | -1.38% | $9,699,681 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 7.08% | 38,130 | +23,600 | +162.42% | $9,087,904 |
| DOORDASH INC - A | DASH | Communication Services | 6.14% | 42,744 | +240 | +0.56% | $7,887,550 |
| S&P GLOBAL INC | SPGI | Financial Services | 4.50% | 14,190 | +14,190 | +100.00% | $5,779,019 |
| WORKDAY INC-CLASS A | WDAY | Technology | 2.98% | 31,290 | -17,661 | -36.08% | $3,830,522 |
| VISA INC-CLASS A SHARES | V | Financial Services | 2.30% | 8,619 | +100 | +1.17% | $2,957,093 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.28% | 266 | +30 | +12.71% | $354,323 |
| KINSALE CAPITAL GROUP INC | KNSL | Financial Services | 0.24% | 950 | - | - | $313,320 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.16% | 500 | +500 | +100.00% | $207,815 |
Showing 14 of 14 holdings in the latest reporting period.