Tensor Edge Capital
$582M 13F equity value
18 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 233,250 | $79M | 13.5% |
| INTC | INTEL CORP | 1,476,000 | $65M | 11.2% |
| TER | TERADYNE INC | 177,505 | $53M | 9.0% |
| MRVL | MARVELL TECHNOLOGY INC | 515,400 | $51M | 8.8% |
| NVDA | NVIDIA CORPORATION | 257,629 | $45M | 7.7% |
| ARM | ARM HOLDINGS PLC | 289,461 | $44M | 7.5% |
| PTC | PTC INC | 279,909 | $40M | 6.9% |
| SNPS | SYNOPSYS INC | 92,220 | $37M | 6.3% |
| ADSK | AUTODESK INC | 129,100 | $31M | 5.3% |
| ASML | ASML HLDG NV | 23,014 | $30M | 5.2% |
Track Tensor Edge Capital's 13F portfolio: $582M in reported holdings, 18 positions. Top holdings and quarterly changes on SentiSense.