Tensor Edge Capital, LLC
18 holdingsFiling period: 2026-06-30Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 271.2K | $313.0M | $251.6M | 20.68% | +37.9K | 2026-06-30 |
| 2 | INTC | INTEL CORP | 1.42M | $198.4M | $138.0M | 11.35% | -54,902 | 2026-06-30 |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 609.7K | $181.6M | $135.2M | 11.11% | +94.3K | 2026-06-30 |
| 4 | QCOM | QUALCOMM INC | 797.2K | $147.3M | $149.7M | 12.31% | -- | 2026-06-30 |
| 5 | SNPS | SYNOPSYS INC | 210.0K | $93.7M | $77.2M | 6.35% | +117.8K | 2026-06-30 |
| 6 | TER | TERADYNE INC | 178.2K | $86.2M | $59.3M | 4.87% | +673 | 2026-06-30 |
| 7 | SMH | VANECK ETF TRUST | 120.0K | $78.7M | $65.1M | 5.35% | -- | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 200.0K | $75.5M | $67.9M | 5.58% | -- | 2026-06-30 |
| 9 | ARM | ARM HOLDINGS PLC | 154.1K | $54.7M | $37.3M | 3.06% | -135,320 | 2026-06-30 |
| 10 | — | ASML HLDG NV | 23.6K | $47.0M | $47.0M | 3.86% | +600 | 2026-06-30 |
| 11 | CDNS | CADENCE DESIGN SYSTEM INC | 114.5K | $43.0M | $31.4M | 2.58% | +14.0K | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 114.4K | $40.9M | $39.5M | 3.24% | +66.2K | 2026-06-30 |
| 13 | PTC | PTC INC | 335.1K | $38.1M | $44.5M | 3.66% | +55.2K | 2026-06-30 |
| 14 | ENTG | ENTEGRIS INC | 163.1K | $29.3M | $21.1M | 1.74% | +34.0K | 2026-06-30 |
| 15 | LSCC | LATTICE SEMICONDUCTOR CORP | 159.6K | $24.4M | $17.0M | 1.40% | +4.0K | 2026-06-30 |
| 16 | ALAB | ASTERA LABS INC | 50.0K | $24.2M | $12.6M | 1.04% | -178,400 | 2026-06-30 |
| 17 | VIAV | VIAVI SOLUTIONS INC | 500.0K | $23.9M | $16.9M | 1.39% | +435.4K | 2026-06-30 |
| 18 | CBRS | CEREBRAS SYSTEMS INC | 30.0K | $6.6M | $5.5M | 0.45% | -- | 2026-06-30 |
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