Investor
Tensor Edge Capital, LLC
CIK 0002096531 · filed 2026-04-27 · SEC filing
13F book
$581.8M
Positions
17
5 new · 1 sold
Largest name
13.5%
Micron Technology Inc · MU
Est. mark
$21.5M
Price effect on 12 names still held. Flow $300.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Micron Technology Inc | MU | 233.3K | $78.8M | 13.5% | $10.5M | Added$21.7M |
| Intel Corp | INTC | 1.48M | $65.1M | 11.2% | $7.59M | Added$26.4M |
| Teradyne, Inc | TER | 177.5K | $52.6M | 9.0% | $11.9M | Added$30.2M |
| Marvell Technology, Inc. | MRVL | 515.4K | $51.1M | 8.8% | — | New |
| Nvidia Corp | NVDA | 257.6K | $44.9M | 7.7% | −$2.42M | Added$7.63M |
| Arm Holdings Plc | — | 289.5K | $43.8M | 7.5% | — | New |
| Ptc Inc. | PTC | 279.9K | $39.9M | 6.9% | −$4.76M | Added$13.8M |
| Synopsys Inc | SNPS | 92.2K | $36.6M | 6.3% | −$4.17M | Added$9.82M |
| Autodesk, Inc. | ADSK | 129.1K | $30.9M | 5.3% | — | New |
| Asml Holding N V | — | 23K | $30.4M | 5.2% | $3.88M | Added$13.9M |
| Cadence Design System Inc | — | 100.5K | $27.9M | 4.8% | — | New |
| Astera Labs, Inc. | ALAB | 228.4K | $25M | 4.3% | −$3.75M | Added$14.1M |
| Entegris Inc | ENTG | 129.1K | $15.1M | 2.6% | — | New |
| Lattice Semiconductor Corp | LSCC | 155.6K | $14.4M | 2.5% | $2.3M | Added$5.6M |
| Alphabet Inc | — | 48.2K | $13.9M | 2.4% | −$330.7K | Added$9.78M |
| Bentley Sys Inc | — | 260.4K | $9.15M | 1.6% | −$253.7K | Added$5.96M |
| Viavi Solutions Inc. | VIAV | 64.6K | $2.15M | 0.4% | $998.7K | Cut−$523.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.