Tensor Edge Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tensor Edge Capital, LLC disclosed 17 US equity positions worth $1.4bn in its Q2 2026 13F filing. The largest position was MU at 21.9% of the reported book, followed by INTC and MRVL. Against the Q1 2026 filing, it opened 3 new positions, added to 10 and reduced 3 among the top 17 holdings.
What did Tensor Edge Capital, LLC own in Q2 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MU MICRON TECHNOLOGY INC | Technology | 21.9% | $313.0m | 271,199 | 16% | added |
| 2 | INTC INTEL CORP | Technology | 13.9% | $198.4m | 1,421,098 | -4% | reduced |
| 3 | MRVL MARVELL TECHNOLOGY INC | Technology | 12.7% | $181.6m | 609,668 | 18% | added |
| 4 | QCOM QUALCOMM INC | Technology | 10.3% | $147.3m | 797,200 | – | new |
| 5 | SNPS SYNOPSYS INC | Technology | 6.6% | $93.7m | 210,000 | 128% | added |
| 6 | TER TERADYNE INC | Technology | 6.0% | $86.2m | 178,178 | 0% | held |
| 7 | AVGO BROADCOM INC | Technology | 5.3% | $75.6m | 200,000 | – | new |
| 8 | ARM ARM HOLDINGS PLC | Technology | 3.8% | $54.7m | 154,141 | -47% | reduced |
| 9 | ASML ASML HLDG NV | Technology | 3.3% | $47.0m | 23,614 | 3% | added |
| 10 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.0% | $43.0m | 114,500 | 14% | added |
| 11 | GOOGL ALPHABET INC | Communication Services | 2.9% | $40.9m | 114,400 | 137% | added |
| 12 | PTC PTC INC | Technology | 2.7% | $38.1m | 335,142 | 20% | added |
| 13 | ENTG ENTEGRIS INC | Technology | 2.1% | $29.3m | 163,100 | 26% | added |
| 14 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 1.7% | $24.4m | 159,550 | 3% | added |
| 15 | ALAB ASTERA LABS INC | Technology | 1.7% | $24.2m | 50,000 | -78% | reduced |
| 16 | VIAV VIAVI SOLUTIONS INC | Technology | 1.7% | $23.9m | 500,000 | 674% | added |
| 17 | CBRS CEREBRAS SYSTEMS INC | Technology | 0.5% | $6.6m | 30,000 | – | new |
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.