Tensor Edge Capital, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Tensor Edge Capital, LLC disclosed 13 US equity positions worth $259.7m in its Q4 2025 13F filing. The largest position was MU at 22.0% of the reported book, followed by INTC and NVDA.
What did Tensor Edge Capital, LLC own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MU MICRON TECHNOLOGY INC | Technology | 22.0% | $57.1m | 200,000 | – | |
| 2 | INTC INTEL CORP | Technology | 14.9% | $38.7m | 1,050,000 | – | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 14.4% | $37.3m | 200,000 | – | |
| 4 | SNPS SYNOPSYS INC | Technology | 10.3% | $26.7m | 56,929 | – | |
| 5 | PTC PTC INC | Technology | 10.1% | $26.1m | 150,000 | – | |
| 6 | TER TERADYNE INC | Technology | 8.6% | $22.5m | 116,000 | – | |
| 7 | ASML ASML HOLDING N V | Technology | 6.4% | $16.5m | 15,450 | – | |
| 8 | ALAB ASTERA LABS INC | Technology | 4.2% | $11.0m | 66,000 | – | |
| 9 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 3.4% | $8.8m | 120,000 | – | |
| 10 | TEAM ATLASSIAN CORPORATION | Technology | 1.9% | $5.0m | 31,008 | – | |
| 11 | GOOGL ALPHABET INC | Communication Services | 1.6% | $4.1m | 13,000 | – | |
| 12 | BSY BENTLEY SYS INC | Technology | 1.2% | $3.2m | 83,333 | – | |
| 13 | VIAV VIAVI SOLUTIONS INC | Technology | 1.0% | $2.7m | 150,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.