Tencore Partners, Lp Portfolio Stock Holdings
Tencore Partners, Lp disclosed 14 stock positions valued at approximately $128.7 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, META PLATFORMS INC, and APPFOLIO INC - A. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $128.7M
Holdings by Sector
Tencore Partners, Lp Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 22.68% | 78,866 | -5,595 | -6.62% | $29,193,827 |
| META PLATFORMS INC | META | Communication Services | 16.03% | 36,072 | -8,020 | -18.19% | $20,637,873 |
| APPFOLIO INC - A | APPF | Technology | 13.48% | 109,905 | +109,905 | +100.00% | $17,345,207 |
| ALPHABET INC-CL A | GOOGL | Communication Services | 7.63% | 34,141 | -23,655 | -40.93% | $9,817,586 |
| MONDAY.COM LTD | MNDY | Other | 7.29% | 135,862 | +7,972 | +6.23% | $9,389,423 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 6.58% | 4,898 | -1,085 | -18.13% | $8,468,740 |
| SALESFORCE INC | CRM | Technology | 6.40% | 44,108 | -9,805 | -18.19% | $8,233,640 |
| DOORDASH INC - A | DASH | Communication Services | 4.96% | 42,504 | -9,250 | -17.87% | $6,381,976 |
| WORKDAY INC-CLASS A | WDAY | Technology | 4.94% | 48,951 | -17,220 | -26.02% | $6,359,714 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.35% | 14,530 | -31,350 | -68.33% | $3,026,163 |
| VISA INC-CLASS A SHARES | V | Financial Services | 2.00% | 8,519 | -1,785 | -17.32% | $2,574,783 |
| KINSALE CAPITAL GROUP INC | KNSL | Financial Services | 0.25% | 950 | +950 | +100.00% | $324,577 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.21% | 236 | +30 | +14.56% | $273,515 |