Tensor Edge Capital, LLC
Net buyer this quarter
$1.51B
17
+$192M
82.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $313M | 20.78% | 0.02% | +16.3% | Q4 2025 |
 INTC | $198M | 13.17% | 0.03% | -3.7% | Q4 2025 |
 MRVL | $182M | 12.06% | 0.07% | +18.3% | Q1 2026 |
 QCOM | $147M | 9.78% | 0.08% | New | Q2 2026 |
 SNPS | $93.7M | 6.22% | 0.11% | +127.7% | Q4 2025 |
 TER | $86.2M | 5.72% | 0.11% | +0.4% | Q4 2025 |
 AVGO | $75.6M | 5.01% | 0.00% | New | Q2 2026 |
 ARM | $54.7M | 3.63% | 0.01% | -46.8% | Q1 2026 |
 ASML | $47M | 3.12% | 0.01% | +2.6% | Q4 2025 |
 CDNS | $43M | 2.85% | 0.04% | +13.9% | Q1 2026 |
 GOOGL | $40.9M | 2.71% | 0.00% | +137.5% | Q4 2025 |
 PTC | $38.1M | 2.53% | 0.30% | +19.7% | Q4 2025 |
 ENTG | $29.3M | 1.95% | 0.11% | +26.3% | Q1 2026 |
 LSCC | $24.4M | 1.62% | 0.12% | +2.6% | Q4 2025 |
 ALAB | $24.2M | 1.60% | 0.03% | -78.1% | Q4 2025 |
 VIAV | $23.9M | 1.58% | 0.20% | +674.0% | Q4 2025 |
 CBRS | $6.63M | 0.44% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| MU | $78.8M | 13.55% | 0.02% | +16.6% | Q4 2025 |
| INTC | $65.1M | 11.20% | 0.03% | +40.6% | Q4 2025 |
| TER | $52.6M | 9.05% | 0.11% | +53.0% | Q4 2025 |
| MRVL | $51.1M | 8.78% | 0.06% | New | Q1 2026 |
 NVDA | $44.9M | 7.72% | 0.00% | +28.8% | Q4 2025 |
| ARM | $43.8M | 7.53% | 0.03% | New | Q1 2026 |
| PTC | $39.9M | 6.86% | 0.24% | +86.6% | Q4 2025 |
| SNPS | $36.6M | 6.29% | 0.05% | +62.0% | Q4 2025 |
 ADSK | $30.9M | 5.31% | 0.06% | New | Q1 2026 |
| ASML | $30.4M | 5.23% | 0.01% | +49.0% | Q4 2025 |
| CDNS | $27.9M | 4.80% | 0.04% | New | Q1 2026 |
| ALAB | $25M | 4.30% | 0.13% | +246.1% | Q4 2025 |
| ENTG | $15.1M | 2.60% | 0.08% | New | Q1 2026 |
| LSCC | $14.4M | 2.48% | 0.11% | +29.6% | Q4 2025 |
| GOOGL | $13.9M | 2.38% | 0.00% | +270.6% | Q4 2025 |
 BSY | $9.15M | 1.57% | Not reported | +212.5% | Q4 2025 |
| VIAV | $2.15M | 0.37% | 0.03% | -56.9% | Q4 2025 |
| Q4 2025 | |||||
| MU | $57.1M | 16.27% | 0.02% | New | Q4 2025 |
| INTC | $38.7M | 11.04% | 0.02% | New | Q4 2025 |
| NVDA | $37.3M | 10.63% | 0.00% | New | Q4 2025 |
| SNPS | $26.7M | 7.62% | 0.03% | New | Q4 2025 |
| PTC | $26.1M | 7.45% | 0.13% | New | Q4 2025 |
| TER | $22.5M | 6.40% | 0.07% | New | Q4 2025 |
| ASML | $16.5M | 4.71% | 0.00% | New | Q4 2025 |
| ALAB | $11M | 3.13% | 0.04% | New | Q4 2025 |
| LSCC | $8.83M | 2.52% | 0.09% | New | Q4 2025 |
 TEAM | $5.03M | 1.43% | Not reported | New | Q4 2025 |
| GOOGL | $4.07M | 1.16% | 0.00% | New | Q4 2025 |
| BSY | $3.18M | 0.91% | Not reported | New | Q4 2025 |
| VIAV | $2.67M | 0.76% | 0.06% | New | Q4 2025 |