Tensor Edge Capital, LLC Top Holdings and 13F Report (2026) About Tensor Edge Capital, LLCInvestment ActivityTensor Edge Capital, LLC has $1.51 billion in total holdings as of June 30, 2026.Tensor Edge Capital, LLC owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 32.98% of the portfolio was purchased this quarter.About 15.05% of the portfolio was sold this quarter.This quarter, Tensor Edge Capital, LLC has purchased 17 new stocks and bought additional shares in 11 stocks.Tensor Edge Capital, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Micron Technology $313,042,294Intel $198,427,914Marvell Technology $181,614,000Qualcomm $147,314,588Synopsys $93,674,700 Largest New Holdings this Quarter 747525103 - Qualcomm $147,314,588 Holding92189F676 - VanEck Semiconductor ETF $78,706,800 Holding11135F101 - Broadcom $75,550,001 Holding15675D103 - CEREBRAS SYSTEMS INC $6,630,000 Holding Largest Purchases this Quarter Qualcomm 797,200 shares (about $147.31M)VanEck Semiconductor ETF 120,000 shares (about $78.71M)Broadcom 200,000 shares (about $75.55M)Synopsys 117,780 shares (about $52.54M)Micron Technology 37,949 shares (about $43.80M) Largest Sales this Quarter ASTERA LABS INC 178,400 shares (about $86.17M)ARM HOLDINGS PLC 135,320 shares (about $47.98M)Intel 54,902 shares (about $7.67M) 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$313,042,294$43,804,151 â–²16.3%271,19920.8%Computer and TechnologyINTCIntel$198,427,914$7,665,966 â–¼-3.7%1,421,09813.2%Computer and TechnologyMRVLMarvell Technology$181,614,000$28,081,494 â–²18.3%609,66812.1%Computer and TechnologyQCOMQualcomm$147,314,588$147,314,588 â–²New Holding797,2009.8%Computer and TechnologySNPSSynopsys$93,674,700$52,538,125 â–²127.7%210,0006.2%Computer and TechnologyTERTeradyne$86,209,644$325,624 â–²0.4%178,1785.7%Computer and TechnologySMHVanEck Semiconductor ETF$78,706,800$78,706,800 â–²New Holding120,0005.2%ManufacturingAVGOBroadcom$75,550,001$75,550,001 â–²New Holding200,0005.0%Computer and TechnologyARM HOLDINGS PLC$54,653,774$47,980,412 â–¼-46.7%154,1413.6%SPONSORED ADSASMLASML$46,978,636$1,193,664 â–²2.6%23,6143.1%Computer and TechnologyCDNSCadence Design Systems$42,974,140$5,254,480 â–²13.9%114,5002.9%Computer and TechnologyGOOGLAlphabet$40,883,128$23,666,828 â–²137.5%114,4002.7%Computer and TechnologyPTCPTC$38,075,483$6,275,021 â–²19.7%335,1422.5%Computer and TechnologyENTGEntegris$29,335,166$6,115,240 â–²26.3%163,1001.9%Computer and TechnologyLSCCLattice Semiconductor$24,404,768$611,840 â–²2.6%159,5501.6%Computer and TechnologyASTERA LABS INC$24,151,000$86,170,768 â–¼-78.1%50,0001.6%COMVIAVViavi Solutions$23,875,000$20,790,350 â–²674.0%500,0001.6%Computer and TechnologyCEREBRAS SYSTEMS INC$6,630,000$6,630,000 â–²New Holding30,0000.4%COM CL ANVDANVIDIA$0$44,930,498 â–¼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$30,906,540 â–¼-100.0%00.0%Computer and TechnologyBSYBentley Systems$0$9,145,248 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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