Tencore Partners
Tencore Partners
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
14
Market Value
$128.7M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| MSFT | 22.7% | 20.9% | 21.5% | 23.1% |
| META | 16.0% | 14.9% | 15.9% | 18.1% |
| APPF | 13.5% | - | - | - |
| GOOGL | 7.6% | 9.3% | 10.3% | 8.8% |
| MNDY | 7.3% | 9.7% | 12.1% | 14.1% |
| MELI | 6.6% | 6.2% | - | 4.7% |
| CRM | 6.4% | 7.3% | 4.7% | 5.5% |
| PRM | 5.2% | 5.6% | 4.3% | 3.0% |
| DASH | 5.0% | 6.0% | 8.3% | 8.4% |
| WDAY | 4.9% | 7.3% | 7.1% | 7.2% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
PRM+53.28%
GOOGL+21.60%
MSFT-0.76%
MNDY+1.81%
META-1.45%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
CRM-19.58%
MELI-8.07%
WDAY-10.00%
Sector Analysis
Materials5.2%
Financials2.3%
Healthcare0.0%
Technology54.8%
Industrials0.2%
Communication Services23.7%
Consumer Discretionary13.9%
Trading Summary
All Holdings
1
M
$MSFT
22.7%
Decreased 6.62%
2M
$META
16.0%
Decreased 18.19%
3A
$APPF
13.5%
New
4G
$GOOGL
7.6%
Decreased 40.93%
5M
$MNDY
7.3%
Increased 6.23%
6M
$MELI
6.6%
Decreased 18.13%
7C
$CRM
6.4%
Decreased 18.19%
8P
$PRM
5.2%
Decreased 30.65%
9D
$DASH
5.0%
Decreased 17.87%
10W
$WDAY
4.9%
Decreased 26.02%
11A
$AMZN
2.4%
Decreased 68.33%
12V
$V
2.0%
Decreased 17.32%
13K
$KNSL
0.3%
New
14T
$TDG
0.2%
Increased 14.56%