Tensor Edge Capital, LLC
18 holdingsFiling period: 2026-06-30Current AUM: $1.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 271.2K | $313.0M | $245.1M | 19.91% | +37.9K | 2026-06-30 |
| 2 | INTC | Intel Corp | 1.42M | $198.4M | $128.6M | 10.44% | -54,902 | 2026-06-30 |
| 3 | MRVL | Marvell Technology Inc | 609.7K | $181.6M | $142.5M | 11.58% | +94.3K | 2026-06-30 |
| 4 | QCOM | Qualcomm Inc | 797.2K | $147.3M | $143.2M | 11.63% | -- | 2026-06-30 |
| 5 | SNPS | Synopsys Inc | 210.0K | $93.7M | $95.4M | 7.75% | +117.8K | 2026-06-30 |
| 6 | TER | Teradyne Inc | 178.2K | $86.2M | $55.1M | 4.47% | +673 | 2026-06-30 |
| 7 | SMH | VanEck ETF Trust | 120.0K | $78.7M | $65.0M | 5.28% | -- | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 200.0K | $75.5M | $65.8M | 5.35% | -- | 2026-06-30 |
| 9 | ARM | Arm Holdings PLC | 154.1K | $54.7M | $34.4M | 2.80% | -135,320 | 2026-06-30 |
| 10 | — | Asml Hldg NV | 23.6K | $47.0M | $47.0M | 3.82% | +600 | 2026-06-30 |
| 11 | CDNS | Cadence Design System Inc | 114.5K | $43.0M | $36.9M | 3.00% | +14.0K | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc | 114.4K | $40.9M | $36.2M | 2.94% | +66.2K | 2026-06-30 |
| 13 | PTC | Ptc Inc | 335.1K | $38.1M | $65.1M | 5.29% | +55.2K | 2026-06-30 |
| 14 | ENTG | Entegris Inc | 163.1K | $29.3M | $22.9M | 1.86% | +34.0K | 2026-06-30 |
| 15 | LSCC | Lattice Semiconductor Corp | 159.6K | $24.4M | $15.7M | 1.27% | +4.0K | 2026-06-30 |
| 16 | ALAB | Astera Labs Inc | 50.0K | $24.2M | $13.0M | 1.05% | -178,400 | 2026-06-30 |
| 17 | VIAV | Viavi Solutions Inc | 500.0K | $23.9M | $15.9M | 1.29% | +435.4K | 2026-06-30 |
| 18 | CBRS | Cerebras Systems Inc | 30.0K | $6.6M | $3.3M | 0.26% | -- | 2026-06-30 |
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