Tensor Edge Capital, LLC 13F Holdings · Q2 2026
Tensor Edge Capital, LLC reported 17 securities worth $1.51B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (20.78%), INTC (13.17%), MRVL (12.06%). Among its top 25 positions this quarter: 4 new, 11 added, 3 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $313.0M | 20.78% | 271,199 | Added |
| 2 | INTC | INTEL CORP | $198.4M | 13.17% | 1.4M | Trimmed |
| 3 | MRVL | MARVELL TECHNOLOGY INC | $181.6M | 12.06% | 609,668 | Added |
| 4 | QCOM | QUALCOMM INC | $147.3M | 9.78% | 797,200 | New |
| 5 | SNPS | SYNOPSYS INC | $93.7M | 6.22% | 210,000 | Added |
| 6 | TER | TERADYNE INC | $86.2M | 5.72% | 178,178 | Added |
| 7 | SMH | VANECK ETF TRUST | $78.7M | 5.22% | 120,000 | New |
| 8 | AVGO | BROADCOM INC | $75.6M | 5.01% | 200,000 | New |
| 9 | ARM | ARM HOLDINGS PLC | $54.7M | 3.63% | 154,141 | Trimmed |
| 10 | ASML | ASML HLDG NV | $47.0M | 3.12% | 23,614 | Added |
| 11 | CDNS | CADENCE DESIGN SYSTEM INC | $43.0M | 2.85% | 114,500 | Added |
| 12 | GOOGL | ALPHABET INC | $40.9M | 2.71% | 114,400 | Added |
| 13 | PTC | PTC INC | $38.1M | 2.53% | 335,142 | Added |
| 14 | ENTG | ENTEGRIS INC | $29.3M | 1.95% | 163,100 | Added |
| 15 | LSCC | LATTICE SEMICONDUCTOR CORP | $24.4M | 1.62% | 159,550 | Added |
| 16 | ALAB | ASTERA LABS INC | $24.2M | 1.60% | 50,000 | Trimmed |
| 17 | VIAV | VIAVI SOLUTIONS INC | $23.9M | 1.58% | 500,000 | Added |
| 18 | CBRS | CEREBRAS SYSTEMS INC | $6.6M | 0.44% | 30,000 | New |
| 19 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
| 20 | BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | Exited |
| 21 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR