§ 13F · FUND PROFILE
Tensor Edge Capital, LLC.
AUM · $1.5B (13F)Positions · 18Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$308M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 271K | $313M | 20.8% | +16% |
| 2 | INTC | INTEL CORP | 1.42M | $198M | 13.2% | −4% |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 610K | $182M | 12.1% | +18% |
| 4 | QCOM | QUALCOMM INC | 797K | $147M | 9.8% | NEW |
| 5 | SNPS | SYNOPSYS INC | 210K | $94M | 6.2% | +128% |
| 6 | TER | TERADYNE INC | 178K | $86M | 5.7% | ±0% |
| 7 | SMH | VANECK ETF TRUST | 120K | $79M | 5.2% | NEW |
| 8 | AVGO | BROADCOM INC | 200K | $76M | 5.0% | NEW |
| 9 | ARM | ARM HOLDINGS PLC | 154K | $55M | 3.6% | −47% |
| 10 | ASML | ASML HLDG NV | 24K | $47M | 3.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TENSOR SIGNAL
AC read
Tensor Edge Capital, LLC is a Other fund managing $1.5 billion in assets. The fund runs a focused portfolio of just 18 positions.
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