DOSSIER · 13F-HR · Q2 2026

TENOR CAPITAL MANAGEMENT Co., L.P.

$7.1B in tracked AUM across 549 positions as of Q2 2026.

TC
CIK 0001346554 · last filed Jun 30, 2026
Total AUM
$7.1B
as of Q2 2026
Holdings
549
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Tenor Capital Management Co., L.P. manages a concentrated yet diversified portfolio valued at approximately $7.60 billion as of September 30, 2025. The fund experienced modest growth of 2.6% during the quarter, increasing assets under management from $7.41 billion. The portfolio consists of 381 individual holdings, suggesting a "core and satellite" approach where a large number of smaller positions surround a select group of major investments.

The portfolio exhibits a "ba...

Key Holdings

The portfolio is dominated by technology and healthcare names, with the top three positions accounting for over 14% of total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ON 0 05/01/27
ON SEMICONDUCTOR CORP
$322M176.5M4.5%
02
TDOC 1.25 06/01/27
TELADOC HEALTH INC
$181M186.0M2.6%
03
IONS 1.75 06/15/28
IONIS PHARMACEUTICALS INC
$148M94.7M2.1%
04
LYV 3.125 01/15/29
LIVE NATION ENTERTAINMENT IN
$144M80.0M2.0%
05
U 0 11/15/26
UNITY SOFTWARE INC
$133M135.4M1.9%
06
SHAK 0 03/01/28
SHAKE SHACK INC
$115M122.9M1.6%
07
AKAM 0.375 09/01/27
AKAMAI TECHNOLOGIES INC
$111M92.5M1.6%
08
98980GAC6
ZSCALER INC.
$110M119.0M1.6%
09
BMRN 1.25 05/15/27
BIOMARIN PHARMACEUTICAL INC
$109M111.5M1.5%
10
NTNX 0.5 12/15/29
NUTANIX INC
$101M102.2M1.4%

Filing history

2026Q2Jun 30
$7.1B 9.3%
549 positionsView →
2026Q1Mar 31
$6.5B 8.5%
501 positionsView →
2025Q4Dec 31
$7.1B 6.7%
438 positionsView →
2025Q3Sep 30
$7.6B 2.6%
381 positionsView →
2025Q2Jun 30
$7.4B 5.7%
363 positionsLocked
2025Q1Mar 31
$7.0B 1.5%
289 positionsLocked
2024Q4Dec 31
$7.1B 0.1%
291 positionsLocked
2024Q3Sep 30
$7.1B 12.0%
292 positionsLocked
2024Q2Jun 30
$6.4B 1.6%
310 positionsLocked
2024Q1Mar 31
$6.3B 11.6%
349 positionsLocked
2023Q4Dec 31
$5.6B 20.2%
352 positionsLocked
2023Q3Sep 30
$4.7B 2.2%
390 positionsLocked
Showing 12 of 81