Tensor Edge Capital, LLC Top Holdings and 13F Report (2026) About Tensor Edge Capital, LLCInvestment ActivityTensor Edge Capital, LLC has $581.75 million in total holdings as of March 31, 2026.Tensor Edge Capital, LLC owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 45.25% of the portfolio was purchased this quarter.About 15.50% of the portfolio was sold this quarter.This quarter, Tensor Edge Capital, LLC has purchased 14 new stocks and bought additional shares in 11 stocks.Tensor Edge Capital, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Micron Technology $78,801,180Intel $65,135,880Teradyne $52,623,132Marvell Technology $51,050,370NVIDIA $44,930,498 Largest New Holdings this Quarter 573874104 - Marvell Technology $51,050,370 Holding052769106 - Autodesk $30,906,540 Holding127387108 - Cadence Design Systems $27,925,935 Holding29362U104 - Entegris $15,135,684 Holding Largest Purchases this Quarter Marvell Technology 515,400 shares (about $51.05M)Autodesk 129,100 shares (about $30.91M)Cadence Design Systems 100,500 shares (about $27.93M)Intel 426,000 shares (about $18.80M)PTC 129,909 shares (about $18.51M) Largest Sales this Quarter ARM HOLDINGS PLC 543,939 shares (about $82.29M)Viavi Solutions 85,400 shares (about $2.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTensor Edge Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUMicron Technology$78,801,180$11,233,180 ▲16.6%233,25013.5%Computer and TechnologyINTCIntel$65,135,880$18,799,380 ▲40.6%1,476,00011.2%Computer and TechnologyTERTeradyne$52,623,132$18,233,772 ▲53.0%177,5059.0%Computer and TechnologyMRVLMarvell Technology$51,050,370$51,050,370 ▲New Holding515,4008.8%Computer and TechnologyNVDANVIDIA$44,930,498$10,050,498 ▲28.8%257,6297.7%Computer and TechnologyARM HOLDINGS PLC$43,789,660$82,287,092 ▼-65.3%289,4617.5%SPONSORED ADSPTCPTC$39,884,234$18,510,734 ▲86.6%279,9096.9%Computer and TechnologySNPSSynopsys$36,563,386$13,992,176 ▲62.0%92,2206.3%Computer and TechnologyADSKAutodesk$30,906,540$30,906,540 ▲New Holding129,1005.3%Computer and TechnologyASMLASML$30,397,582$9,990,758 ▲49.0%23,0145.2%Computer and TechnologyCDNSCadence Design Systems$27,925,935$27,925,935 ▲New Holding100,5004.8%Computer and TechnologyASTERA LABS INC$25,032,640$17,799,040 ▲246.1%228,4004.3%COMENTGEntegris$15,135,684$15,135,684 ▲New Holding129,1002.6%Computer and TechnologyLSCCLattice Semiconductor$14,428,818$3,297,618 ▲29.6%155,5502.5%Computer and TechnologyGOOGLAlphabet$13,853,203$10,114,923 ▲270.6%48,1752.4%Computer and TechnologyBSYBentley Systems$9,145,248$6,218,593 ▲212.5%260,4001.6%Computer and TechnologyVIAVViavi Solutions$2,149,888$2,842,112 ▼-56.9%64,6000.4%Computer and TechnologyTEAMAtlassian$0$5,027,637 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
