Investor
Tensor Edge Capital, LLC
CIK 0002096531 · filed 2026-02-06 · SEC filing
13F book
$350.8M
Positions
13
Largest name
16.3%
Micron Technology Inc · MU
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Micron Technology Inc | MU | 200K | $57.1M | 16.3% | — | Held |
| Intel Corp | INTC | 1.05M | $38.7M | 11.0% | — | Held |
| Nvidia Corp | NVDA | 200K | $37.3M | 10.6% | — | Held |
| Synopsys Inc | SNPS | 56.9K | $26.7M | 7.6% | — | Held |
| Ptc Inc. | PTC | 150K | $26.1M | 7.4% | — | Held |
| Teradyne, Inc | TER | 116K | $22.5M | 6.4% | — | Held |
| Asml Holding N V | — | 15.4K | $16.5M | 4.7% | — | Held |
| Astera Labs, Inc. | ALAB | 66K | $11M | 3.1% | — | Held |
| Lattice Semiconductor Corp | LSCC | 120K | $8.83M | 2.5% | — | Held |
| Atlassian Corp | TEAM | 31K | $5.03M | 1.4% | — | Held |
| Alphabet Inc | — | 13K | $4.07M | 1.2% | — | Held |
| Bentley Sys Inc | — | 83.3K | $3.18M | 0.9% | — | Held |
| Viavi Solutions Inc. | VIAV | 150K | $2.67M | 0.8% | — | Held |
Positions as of Q4 2025. 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.