Tensor Edge Capital, LLC
- SEC CIK
- 0002096531
- Latest filing
- Jul 15, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 27, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 17
- +4 vs. Q4 2025
- Portfolio value
- $581.8M
- +$322.0M (+124.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 233,250 | $78.8M | 13.5% | +33,250+16.6% | Added | History |
| INTCIntel Corp | Stock | 1,476,000 | $65.1M | 11.2% | +426,000+40.6% | Added | History |
| TERTeradyne, Inc | Stock | 177,505 | $52.6M | 9.0% | +61,505+53.0% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 515,400 | $51.1M | 8.8% | +515,400 | New | History |
| NVDANVIDIA Corp | Stock | 257,629 | $44.9M | 7.7% | +57,629+28.8% | Added | History |
| ARMArm Holdings PLC | ADR | 289,461 | $43.8M | 7.5% | +289,461 | New | History |
| PTCPTC Inc. | Stock | 279,909 | $39.9M | 6.9% | +129,909+86.6% | Added | History |
| SNPSSynopsys Inc | COM | 92,220 | $36.6M | 6.3% | +35,291+62.0% | Added | History |
| ADSKAutodesk, Inc. | COM | 129,100 | $30.9M | 5.3% | +129,100 | New | History |
| ASMLASML Holding NV | ADR | 23,014 | $30.4M | 5.2% | +7,564+49.0% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 100,500 | $27.9M | 4.8% | +100,500 | New | History |
| ALABAstera Labs, Inc. | Stock | 228,400 | $25.0M | 4.3% | +162,400+246.1% | Added | History |
| ENTGEntegris Inc | COM | 129,100 | $15.1M | 2.6% | +129,100 | New | History |
| LSCCLattice Semiconductor Corp | COM | 155,550 | $14.4M | 2.5% | +35,550+29.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 48,175 | $13.9M | 2.4% | +35,175+270.6% | Added | History |
| BSYBentley Systems Inc | COM CL B | 260,400 | $9.15M | 1.6% | +177,067+212.5% | Added | History |
| VIAVViavi Solutions Inc. | COM | 64,600 | $2.15M | 0.4% | −85,400−56.9% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.