Tensor Edge Capital, LLC: 13F holdings
CIK 20965312026Q2
| Positions | 18 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 18 (+1 vs prior quarter) |
|---|
| Reported value | $1.5bn (+159.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 271,199 | $313.0m | 20.8% |
| INTC INTEL CORP | 1,421,098 | $198.4m | 13.2% |
| MRVL MARVELL TECHNOLOGY INC | 609,668 | $181.6m | 12.1% |
| QCOM QUALCOMM INC | 797,200 | $147.3m | 9.8% |
| SNPS SYNOPSYS INC | 210,000 | $93.7m | 6.2% |
| TER TERADYNE INC | 178,178 | $86.2m | 5.7% |
| AVGO BROADCOM INC | 200,000 | $75.6m | 5.0% |
| ARM ARM HOLDINGS PLC | 154,141 | $54.7m | 3.6% |
| ASML HLDG NV | 23,614 | $47.0m | 3.1% |
| CDNS CADENCE DESIGN SYSTEM INC | 114,500 | $43.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2096531")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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