Tensor Edge Capital, LLC
17 holdingsFiling period: 2026-03-31Current AUM: $911.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 233.3K | $78.8M | $192.0M | 21.06% | +33.3K | 2026-03-31 |
| 2 | INTC | INTEL CORP | 1.48M | $65.1M | $133.1M | 14.60% | +426.0K | 2026-03-31 |
| 3 | TER | TERADYNE INC | 177.5K | $52.6M | $65.3M | 7.16% | +61.5K | 2026-03-31 |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 515.4K | $51.0M | $96.7M | 10.60% | -- | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 257.6K | $44.9M | $51.7M | 5.67% | +57.6K | 2026-03-31 |
| 6 | ARM | ARM HOLDINGS PLC | 289.5K | $43.8M | $69.4M | 7.61% | -543,939 | 2026-03-31 |
| 7 | PTC | PTC INC | 279.9K | $39.9M | $38.4M | 4.21% | +129.9K | 2026-03-31 |
| 8 | SNPS | SYNOPSYS INC | 92.2K | $36.6M | $35.9M | 3.93% | +35.3K | 2026-03-31 |
| 9 | ADSK | AUTODESK INC | 129.1K | $30.9M | $30.2M | 3.32% | -- | 2026-03-31 |
| 10 | — | ASML HLDG NV | 23.0K | $30.4M | $30.4M | 3.33% | +7.6K | 2026-03-31 |
| 11 | CDNS | CADENCE DESIGN SYSTEM INC | 100.5K | $27.9M | $34.2M | 3.75% | -- | 2026-03-31 |
| 12 | ALAB | ASTERA LABS INC | 228.4K | $25.0M | $71.1M | 7.80% | +162.4K | 2026-03-31 |
| 13 | ENTG | ENTEGRIS INC | 129.1K | $15.1M | $15.4M | 1.69% | -- | 2026-03-31 |
| 14 | LSCC | LATTICE SEMICONDUCTOR CORP | 155.6K | $14.4M | $19.3M | 2.12% | +35.5K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 48.2K | $13.9M | $17.2M | 1.88% | +35.2K | 2026-03-31 |
| 16 | BSY | BENTLEY SYS INC | 260.4K | $9.1M | $9.2M | 1.01% | +177.1K | 2026-03-31 |
| 17 | VIAV | VIAVI SOLUTIONS INC | 64.6K | $2.1M | $2.4M | 0.26% | -85,400 | 2026-03-31 |
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