Tensor Edge Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$581.8M
Q ending 2026-03-31
Prior quarter
$350.8M
Q ending 2025-12-31
Change
+65.8% QoQ
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Micron Technology Inc | MU | Shares | $78.8M | 233K |
| Intel Corp | INTC | Shares | $65.1M | 1.5M |
| Teradyne Inc | TER | Shares | $52.6M | 178K |
| Marvell Technology Inc | MRVL | Shares | $51.1M | 515K |
| Nvidia Corporation | NVDA | Shares | $44.9M | 258K |
| Arm Holdings Plc | ARM | Shares | $43.8M | 289K |
| Ptc Inc | PTC | Shares | $39.9M | 280K |
| Synopsys Inc | SNPS | Shares | $36.6M | 92K |
| Autodesk Inc | ADSK | Shares | $30.9M | 129K |
| Asml Hldg Nv | Shares | $30.4M | 23K | |
| Cadence Design System Inc | CDNS | Shares | $27.9M | 101K |
| Astera Labs Inc | ALAB | Shares | $25.0M | 228K |
| Entegris Inc | ENTG | Shares | $15.1M | 129K |
| Lattice Semiconductor Corp | LSCC | Shares | $14.4M | 156K |
| Alphabet Inc | GOOGL | Shares | $13.9M | 48K |
| Bentley Sys Inc | BSY | Shares | $9.1M | 260K |
| Viavi Solutions Inc | VIAV | Shares | $2.1M | 65K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.