TenCore Partners, LP
NEW YORK NY · SEC CIK 0001755784
$1.29亿2026Q1 申报市值
14持仓数
95.2%前十大占比 · 第一大 22.7%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APPF 新建仓+$1,734.52万
MNDY 加仓+$55.09万
KNSL 新建仓+$32.46万
TDG 加仓+$3.48万
2026Q1 卖出最多 按季末市值估算
ELV 清仓-$1,086.70万
GOOGL 减仓-$680.22万
AMZN 减仓-$652.93万
META 减仓-$458.85万
PRM 减仓-$295.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | -31,000 | -100.0% | -$1,086.70万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -10,300 | -100.0% | -$24.30万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $27.35万 | 0.21% | 236 | 30 | 14.6% | $3.48万 | 加仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $32.46万 | 0.25% | 950 | 950 | — | $32.46万 | 新建仓 |
| V | VISA INC-CLASS A SHARES | $257.48万 | 2.00% | 8,519 | -1,785 | -17.3% | -$53.95万 | 减仓 |
| AMZN | AMAZON.COM INC | $302.62万 | 2.35% | 14,530 | -31,350 | -68.3% | -$652.93万 | 减仓 |
| WDAY | WORKDAY INC-CLASS A | $635.97万 | 4.94% | 48,951 | -17,220 | -26.0% | -$223.72万 | 减仓 |
| DASH | DOORDASH INC - A | $638.20万 | 4.96% | 42,504 | -9,250 | -17.9% | -$138.89万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $669.23万 | 5.20% | 274,050 | -121,100 | -30.6% | -$295.73万 | 减仓 |
| CRM | SALESFORCE INC | $823.36万 | 6.40% | 44,108 | -9,805 | -18.2% | -$183.03万 | 减仓 |
| MELI | MERCADOLIBRE INC | $846.87万 | 6.58% | 4,898 | -1,085 | -18.1% | -$187.60万 | 减仓 |
| MNDY | MONDAY.COM LTD | $938.94万 | 7.29% | 135,862 | 7,972 | 6.2% | $55.09万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $981.76万 | 7.63% | 34,141 | -23,655 | -40.9% | -$680.22万 | 减仓 |
| APPF | APPFOLIO INC - A | $1,734.52万 | 13.48% | 109,905 | 109,905 | — | $1,734.52万 | 新建仓 |
| META | META PLATFORMS INC | $2,063.79万 | 16.03% | 36,072 | -8,020 | -18.2% | -$458.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,919.38万 | 22.68% | 78,866 | -5,595 | -6.6% | -$207.11万 | 减仓 |