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TenCore Partners, LP
特别关注No.8637 数据截至 2026Q2| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 微软MSFT |
| 18.12% | 22.68% | $2,326.7万 | 6.2万股 | $2,919.4万 | 7.9万股 | -1.6万股-20.91% | 减仓 |
 Meta平台META |
| 15.84% | 16.03% | $2,034.2万 | 3.6万股 | $2,063.8万 | 3.6万股 | +40股+0.11% | 加仓 |
| AAPPFOLIOAPPF |
| 11.02% | 13.48% | $1,415.4万 | 8.8万股 | $1,734.5万 | 11.0万股 | -2.2万股-19.69% | 减仓 |
 谷歌AGOOGL |
| 9.5% | 7.63% | $1,220.1万 | 3.4万股 | $981.8万 | 3.4万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 7.76% | 6.58% | $996.0万 | 5,868股 | $846.9万 | 4,898股 | +970股+19.80% | 加仓 |
| MMONDAY COMMNDY |
| 7.55% | 7.29% | $970.0万 | 13.4万股 | $938.9万 | 13.6万股 | -1,870股-1.38% | 减仓 |
 亚马逊AMZN |
| 7.08% | 2.35% | $908.8万 | 3.8万股 | $302.6万 | 1.5万股 | +2.4万股+162.42% | 加仓 |
 PERIMETER SOLUTIONSPRM |
| 6.52% | 5.2% | $837.6万 | 23.5万股 | $669.2万 | 27.4万股 | -3.9万股-14.27% | 减仓 |
| DDOORDASHDASH |
| 6.14% | 4.96% | $788.8万 | 4.3万股 | $638.2万 | 4.3万股 | +240股+0.56% | 加仓 |
 标普全球SPGI |
| 4.5% | — | $577.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 WorkdayWDAY |
| 2.98% | 4.94% | $383.1万 | 3.1万股 | $636.0万 | 4.9万股 | -1.8万股-36.08% | 减仓 |
 VisaV |
| 2.3% | 2% | $295.7万 | 8,619股 | $257.5万 | 8,519股 | +100股+1.17% | 加仓 |
 TransDigmTDG |
| 0.28% | 0.21% | $35.4万 | 266股 | $27.4万 | 236股 | +30股+12.71% | 加仓 |
| KKINSALE CAPKNSL |
| 0.24% | 0.25% | $31.3万 | 950股 | $32.5万 | 950股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.16% | — | $20.8万 | 500股 | $0 | 0股 | +500股 | 新买入 |
