Tensor Edge Capital, LLC reported 18 holdings worth US$1.51B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Tensor Edge Capital, LLC reported 18 holdings worth US$1.51B as of Jun 30, 2026. Largest: Micron Technology, Inc., Intel Corporation and Marvell Technology, Inc. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$1.51B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Micron Technology, Inc. | 271K | US$313M | 20.8% |
| Intel Corporation | 1.42M | US$198M | 13.2% |
| Marvell Technology, Inc. | 610K | US$182M | 12.1% |
| Qualcomm Incorporated | 797K | US$147M | 9.8% |
| Synopsys, Inc. | 210K | US$93.7M | 6.2% |
| Teradyne, Inc. | 178K | US$86.2M | 5.7% |
| Broadcom Inc. | 200K | US$75.6M | 5.0% |
| Asml Holding Nv | 23,614 | US$47M | 3.1% |
| Cadence Design Systems, Inc. | 115K | US$43M | 2.9% |
| Alphabet Inc (google) Class C | 114K | US$40.9M | 2.7% |
| Ptc Inc. | 335K | US$38.1M | 2.5% |
| Entegris, Inc. | 163K | US$29.3M | 1.9% |
| Lattice Semiconductor Corporation | 160K | US$24.4M | 1.6% |
| Astera Labs, Inc. | 50,000 | US$24.2M | 1.6% |
| Viavi Solutions Inc. | 500K | US$23.9M | 1.6% |
| Cerebras Systems Inc. | 30,000 | US$6.63M | 0.44% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| Bentley Systems, Incorporated | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |