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Brian MacKenzie

Tencore Partners, Lp

Assets Managed
$128.719M
Holdings
14
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
-34.2%(2Q avg: -23.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tencore Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Tencore Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 128.719M in assets, with a quarterly growth rate of -34.2% and a 2-quarter average growth rate of -23.76%. The portfolio is managed by Brian MacKenzie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -6.62%
22.69%
$29.194M
78,866 shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -18.18%
16.04%
$20.638M
36,072 shares@ $572.13 avg price
APPF
Appfolio Inc - A
Recent Activity
New Position
13.48%
$17.345M
109,905 shares@ $157.82 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -40.92%
7.63%
$9.818M
34,141 shares@ $287.57 avg price
MNDY
Monday.com Ltd
Recent Activity
Increased 6.24%
7.3%
$9.389M
135,862 shares@ $69.12 avg price
MELI
Mercadolibre Inc
Recent Activity
Decreased -18.13%
6.58%
$8.469M
4,898 shares@ $1729.03 avg price
CRM
Salesforce Inc
Recent Activity
Decreased -18.18%
6.4%
$8.234M
44,108 shares@ $186.67 avg price
PRM
Perimeter Solutions Inc
Recent Activity
Decreased -30.64%
5.2%
$6.692M
274,050 shares@ $24.42 avg price
DASH
Doordash Inc - A
Recent Activity
Decreased -17.87%
4.96%
$6.382M
42,504 shares@ $150.16 avg price
WDAY
Workday Inc-class A
Recent Activity
Decreased -26.02%
4.95%
$6.36M
48,951 shares@ $129.93 avg price

1-10 of 14