TenCore Partners, LP holds a concentrated book of 15 stocks worth $128.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened S&P Global Inc and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 18% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as TenCore Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Altarock Partners LP | 5 / 15 | $3.7B |
| Nellore Capital Management LLC | 7 / 15 | $568.9M |
| Skye Global Management LP | 8 / 15 | $3.5B |
| Newlands Management Operations LLC | 5 / 15 | $10.9B |
| Rubicon Global Capital Ltd | 4 / 15 | $170.1M |
| BlueSpruce Investments, LP | 5 / 15 | $378.9M |
| Blacksheep Fund Management Ltd | 3 / 15 | $173.5M |
| Kids Capital Management, L.P. | 4 / 15 | $58.0M |
Ranked by the share of each fund's own book sitting in the names it shares with TenCore Partners, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $23.3M | 62.4K | 18.1% | ▼−21% Reduced · −16K sh | |
| 2 | Meta Platforms Inc CL A | $20.3M | 36.1K | 15.8% | ▲+0.1% Added · +40 sh | |
| 3 | Appfolio Inc - A COM CL A | $14.2M | 88.3K | 11.0% | ▼−20% Reduced · −22K sh | |
| 4 | Alphabet Inc-CL A CAP STK CL A | $12.2M | 34.1K | 9.5% | —Held | |
| 5 | Mercadolibre Inc COM | $10.0M | 5.9K | 7.8% | ▲+20% Added · +970 sh | |
| 6 | Monday.com Ltd SHS | $9.7M | 134.0K | 7.6% | ▼−1.4% Reduced · −2K sh | |
| 7 | Amazon.com Inc COM | $9.1M | 38.1K | 7.1% | ▲+162% Added · +24K sh | |
| 8 | Perimeter Solutions Inc COMMON STOCK | $8.4M | 234.9K | 6.5% | ▼−14% Reduced · −39K sh | |
| 9 | Doordash Inc - A CL A | $7.9M | 42.7K | 6.1% | ▲+0.6% Added · +240 sh | |
| 10 | S&P Global Inc COM | $5.8M | 14.2K | 4.5% | ▲New New position | |
| 11 | Workday Inc-Class A CL A | $3.8M | 31.3K | 3.0% | ▼−36% Reduced · −18K sh | |
| 12 | Visa Inc-Class A Shares COM CL A | $3.0M | 8.6K | 2.3% | ▲+1.2% Added · +100 sh | |
| 13 | Transdigm Group Inc COM | $354K | 266 | 0.3% | ▲+13% Added · +30 sh | |
| 14 | Kinsale Capital Group Inc COM | $313K | 950 | 0.2% | —Held | |
| 15 | Unitedhealth Group Inc COM | $208K | 500 | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1755784/holdings"
Use Arkolith to show TenCore Partners, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 15 | $128.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 14 | $128.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 14 | $195.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 12 | $225.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 12 | $221.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 12 | $190.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 12 | $202.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 11 | $211.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.