Tensor Edge Capital, LLC
- SEC CIK
- 0002096531
- Latest filing
- Jul 15, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only.
- Positions
- 13
- No filing for Q3 2025
- Portfolio value
- $259.7M
- No filing for Q3 2025
Tensor Edge Capital, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 200,000 | $57.1M | 22.0% | – | – | History |
| INTCIntel Corp | Stock | 1,050,000 | $38.7M | 14.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 200,000 | $37.3M | 14.4% | – | – | History |
| SNPSSynopsys Inc | COM | 56,929 | $26.7M | 10.3% | – | – | History |
| PTCPTC Inc. | Stock | 150,000 | $26.1M | 10.1% | – | – | History |
| TERTeradyne, Inc | Stock | 116,000 | $22.5M | 8.6% | – | – | History |
| ASMLASML Holding NV | ADR | 15,450 | $16.5M | 6.4% | – | – | History |
| ALABAstera Labs, Inc. | Stock | 66,000 | $11.0M | 4.2% | – | – | History |
| LSCCLattice Semiconductor Corp | COM | 120,000 | $8.83M | 3.4% | – | – | History |
| TEAMAtlassian Corp | CL A | 31,008 | $5.03M | 1.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 13,000 | $4.07M | 1.6% | – | – | History |
| BSYBentley Systems Inc | COM CL B | 83,333 | $3.18M | 1.2% | – | – | History |
| VIAVViavi Solutions Inc. | COM | 150,000 | $2.67M | 1.0% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ARMArm Holdings PLC | ADR | – | $91.1M |