TenCore Partners, LP
NEW YORK NY · SEC CIK 0001755784
$1.28亿2026Q2 申报市值
15持仓数
94.0%前十大占比 · 第一大 18.1%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPGI 新建仓+$577.90万
AMZN 加仓+$562.48万
MELI 加仓+$164.65万
UNH 新建仓+$20.78万
DASH 加仓+$4.43万
2026Q2 卖出最多 按季末市值估算
CRM 清仓-$823.36万
MSFT 减仓-$615.11万
APPF 减仓-$346.92万
WDAY 减仓-$216.21万
PRM 减仓-$139.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2,326.75万 | 18.12% | 62,376 | -16,490 | -20.9% | -$615.11万 | 减仓 |
| META | META PLATFORMS INC | $2,034.15万 | 15.84% | 36,112 | 40 | 0.1% | $2.25万 | 加仓 |
| APPF | APPFOLIO INC - A | $1,415.41万 | 11.02% | 88,270 | -21,635 | -19.7% | -$346.92万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $1,220.10万 | 9.50% | 34,141 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $996.03万 | 7.76% | 5,868 | 970 | 19.8% | $164.65万 | 加仓 |
| MNDY | MONDAY.COM LTD | $969.97万 | 7.55% | 133,992 | -1,870 | -1.4% | -$13.54万 | 减仓 |
| AMZN | AMAZON.COM INC | $908.79万 | 7.08% | 38,130 | 23,600 | 162.4% | $562.48万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $837.60万 | 6.52% | 234,950 | -39,100 | -14.3% | -$139.39万 | 减仓 |
| DASH | DOORDASH INC - A | $788.75万 | 6.14% | 42,744 | 240 | 0.6% | $4.43万 | 加仓 |
| SPGI | S&P GLOBAL INC | $577.90万 | 4.50% | 14,190 | 14,190 | — | $577.90万 | 新建仓 |
| WDAY | WORKDAY INC-CLASS A | $383.05万 | 2.98% | 31,290 | -17,661 | -36.1% | -$216.21万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $295.71万 | 2.30% | 8,619 | 100 | 1.2% | $3.43万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $35.43万 | 0.28% | 266 | 30 | 12.7% | $4.00万 | 加仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $31.33万 | 0.24% | 950 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.78万 | 0.16% | 500 | 500 | — | $20.78万 | 新建仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -44,108 | -100.0% | -$823.36万 | 清仓 |