Tensor Edge Capital, LLC

CIK 0002096531 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Tensor Edge Capital, LLC reported 18 positions worth $1.51B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: MU (20.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.51B
2026 Q2
Positions
18
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.7%
Est. Net Flow (Q)
2026 Q2
10 / 18 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$313.0M20.78%271,199
2INTCINTEL CORPSH$198.4M13.17%1,421,098
3MRVLMARVELL TECHNOLOGY INCSH$181.6M12.05%609,668
4QCOMQUALCOMM INCSH$147.3M9.78%797,200
5SNPSSYNOPSYS INCSH$93.7M6.22%210,000
6TERTERADYNE INCSH$86.2M5.72%178,178
7SMHVANECK ETF TRUSTPUT$78.7M5.22%120,000
8AVGOBROADCOM INCSH$75.6M5.01%200,000
9ARMARM HOLDINGS PLCSH$54.7M3.63%154,141
10ASMLASML HLDG NVSH$47.0M3.12%23,614

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tensor Edge Capital, LLC hold as of Q2 2026?

Tensor Edge Capital, LLC reported 18 positions worth $1.51B in its Q2 2026 13F filing. Largest positions: MU (20.8%), INTC (13.2%), MRVL (12.1%), QCOM (9.8%) and SNPS (6.2%).

What did Tensor Edge Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tensor Edge Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.