Tensor Edge Capital, LLC
Tensor Edge Capital, LLC reported 17 US-listed holdings worth $1.43 billion in its 13F for the quarter ended 30 June 2026, filed 15 July 2026. Its largest: Micron Technology Inc. (21.9%), Intel Corp. (13.9%) and Marvell Technology, Inc. (12.7%). Against the quarter before, it opened 3 positions, added to 11, trimmed 3 and sold out of 3.
The 14 largest of its 17 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Qualcomm Inc. QCOM$147.3 million
- Broadcom Inc. AVGO$75.6 million
- Cerebras Systems Inc. Com Class A CBRS$6.6 million
Added to 11
- Synopsys Inc. SNPS+117,780 shares · +128%
- Micron Technology Inc. MU+37,949 shares · +16%
- Marvell Technology, Inc. MRVL+94,268 shares · +18%
- Alphabet Inc. GOOGL+66,225 shares · +137%
- Viavi Solutions Inc. VIAV+435,400 shares · +674%
- PTC Inc. PTC+55,233 shares · +20%
- Entegris Inc. ENTG+34,000 shares · +26%
- Cadence Design Systems Inc. CDNS+14,000 shares · +14%
and 3 more in the table below
Trimmed 3
- Astera Labs Inc. ALAB-178,400 shares · -78%
- Arm Holdings plc ARM-135,320 shares · -47%
- Intel Corp. INTC-54,902 shares · -4%
Sold out of 3
- NVIDIA Corp. NVDA$44.9 million last quarter
- Autodesk, Inc. ADSK$30.9 million last quarter
- Bentley Systems Inc. BSY$9.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Micron Technology Inc. MU | 271,199 | $313.0 million | 21.92% | +37,949 |
| Intel Corp. INTC | 1,421,098 | $198.4 million | 13.90% | -54,902 |
| Marvell Technology, Inc. MRVL | 609,668 | $181.6 million | 12.72% | +94,268 |
| Qualcomm Inc. QCOM | 797,200 | $147.3 million | 10.32% | new |
| Synopsys Inc. SNPS | 210,000 | $93.7 million | 6.56% | +117,780 |
| Teradyne, Inc. TER | 178,178 | $86.2 million | 6.04% | +673 |
| Broadcom Inc. AVGO | 200,000 | $75.6 million | 5.29% | new |
| Arm Holdings plc ARM | 154,141 | $54.7 million | 3.83% | -135,320 |
| ASML Holding N.V. ASML | 23,614 | $47.0 million | 3.29% | +600 |
| Cadence Design Systems Inc. CDNS | 114,500 | $43.0 million | 3.01% | +14,000 |
| Alphabet Inc. GOOGL | 114,400 | $40.9 million | 2.86% | +66,225 |
| PTC Inc. PTC | 335,142 | $38.1 million | 2.67% | +55,233 |
| Entegris Inc. ENTG | 163,100 | $29.3 million | 2.05% | +34,000 |
| Lattice Semiconductor Corp. LSCC | 159,550 | $24.4 million | 1.71% | +4,000 |
| Astera Labs Inc. ALAB | 50,000 | $24.2 million | 1.69% | -178,400 |
| Viavi Solutions Inc. VIAV | 500,000 | $23.9 million | 1.67% | +435,400 |
| Cerebras Systems Inc. Com Class A CBRS | 30,000 | $6.6 million | 0.46% | new |
Read more
Change is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Vaneck ETF Trust SMH | Puts | 120,000 | $78.7 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.