Tencore Partners
Girish Bhakoo
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
15
Market Value
$128.4M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| MSFT | 18.1% | 22.7% | 20.9% | 21.5% |
| META | 15.8% | 16.0% | 14.9% | 15.9% |
| APPF | 11.0% | 13.5% | - | - |
| GOOGL | 9.5% | 7.6% | 9.3% | 10.3% |
| MELI | 7.8% | 6.6% | 6.2% | - |
| MNDY | 7.5% | 7.3% | 9.7% | 12.1% |
| AMZN | 7.1% | - | - | 5.0% |
| PRM | 6.5% | 5.2% | 5.6% | 4.3% |
| DASH | 6.1% | 5.0% | 6.0% | 8.3% |
| SPGI | 4.5% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MSFT+28.99%
APPF+36.48%
MNDY+26.12%
MELI+13.23%
META-3.10%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
GOOGL-4.67%
PRM-12.85%
Sector Analysis
Materials6.5%
Financials7.0%
Healthcare0.2%
Technology39.7%
Industrials0.3%
Communication Services25.3%
Consumer Discretionary21.0%
Trading Summary
All Holdings
1515
M
$MSFT
18.1%
Decreased 20.91%
2M
$META
15.8%
Increased 0.11%
3A
$APPF
11.0%
Decreased 19.69%
4G
$GOOGL
9.5%
M
$MELI
7.8%
Increased 19.80%
6M
$MNDY
7.5%
Decreased 1.38%
7A
$AMZN
7.1%
Increased 162.42%
8P
$PRM
6.5%
Decreased 14.27%
9D
$DASH
6.1%
Increased 0.56%
10S
$SPGI
4.5%
New
11W
$WDAY
3.0%
Decreased 36.08%
12V
$V
2.3%
Increased 1.17%
13T
$TDG
0.3%
Increased 12.71%
14K
$KNSL
0.2%
U
$UNH
0.2%
New