Tensor Edge Capital, LLC
- SEC CIK
- 0002096531
- Latest filing
- Jul 15, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 15, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 17
- 0 vs. Q1 2026
- Portfolio value
- $1.43B
- +$846.0M (+145.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 271,199 | $313.0M | 21.9% | +37,949+16.3% | Added | History |
| INTCIntel Corp | Stock | 1,421,098 | $198.4M | 13.9% | −54,902−3.7% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 609,668 | $181.6M | 12.7% | +94,268+18.3% | Added | History |
| QCOMQualcomm Inc | Stock | 797,200 | $147.3M | 10.3% | +797,200 | New | History |
| SNPSSynopsys Inc | COM | 210,000 | $93.7M | 6.6% | +117,780+127.7% | Added | History |
| TERTeradyne, Inc | Stock | 178,178 | $86.2M | 6.0% | +673+0.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 200,000 | $75.6M | 5.3% | +200,000 | New | History |
| ARMArm Holdings PLC | ADR | 154,141 | $54.7M | 3.8% | −135,320−46.7% | Reduced | History |
| ASMLASML Holding NV | ADR | 23,614 | $47.0M | 3.3% | +600+2.6% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 114,500 | $43.0M | 3.0% | +14,000+13.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 114,400 | $40.9M | 2.9% | +66,225+137.5% | Added | History |
| PTCPTC Inc. | Stock | 335,142 | $38.1M | 2.7% | +55,233+19.7% | Added | History |
| ENTGEntegris Inc | COM | 163,100 | $29.3M | 2.1% | +34,000+26.3% | Added | History |
| LSCCLattice Semiconductor Corp | COM | 159,550 | $24.4M | 1.7% | +4,000+2.6% | Added | History |
| ALABAstera Labs, Inc. | Stock | 50,000 | $24.2M | 1.7% | −178,400−78.1% | Reduced | History |
| VIAVViavi Solutions Inc. | COM | 500,000 | $23.9M | 1.7% | +435,400+674.0% | Added | History |
| CBRSCerebras Systems Inc. | COM CL A | 30,000 | $6.63M | 0.5% | +30,000 | New | 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 |
|---|---|---|---|
| VanEck Semiconductor ETF92189F676 | ETF | $78.7M | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.