DOSSIER · 13F-HR · Q2 2026

Tensor Edge Capital, LLC

$1.5B in tracked AUM across 18 positions as of Q2 2026.

TE
CIK 0002096531 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
18
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Tensor Edge Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
MU
MICRON TECHNOLOGY INC
$313M271K20.8%
02
INTC
INTEL CORP
$198M1.4M13.2%
03
MRVL
MARVELL TECHNOLOGY INC
$182M610K12.1%
04
QCOM
QUALCOMM INC
$147M797K9.8%
05
SNPS
SYNOPSYS INC
$94M210K6.2%
06
TER
TERADYNE INC
$86M178K5.7%
07
SMH
VANECK ETF TRUST
$79M120K5.2%
08
AVGO
BROADCOM INC
$76M200K5.0%
09
ARM
ARM HOLDINGS PLC
$55M154K3.6%
10
N07059210
ASML HLDG NV
$47M24K3.1%

Filing history

2026Q2Jun 30
$1.5B 159.0%
18 positionsView →
2026Q1Mar 31
$582M 65.8%
17 positionsView →
2025Q4Dec 31
$351M
14 positionsView →