Tensor Edge Capital as of Dec. 31, 2025
Portfolio Holdings for Tensor Edge Capital
Tensor Edge Capital holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arm Holdings Sponsored Ads Call Option (ARM) | 26.0 | $91M | 833k | 109.31 | |
| Micron Technology (MU) | 16.3 | $57M | 200k | 285.41 | |
| Intel Corporation (INTC) | 11.0 | $39M | 1.1M | 36.90 | |
| NVIDIA Corporation (NVDA) | 10.6 | $37M | 200k | 186.50 | |
| Synopsys (SNPS) | 7.6 | $27M | 57k | 469.72 | |
| Ptc (PTC) | 7.4 | $26M | 150k | 174.21 | |
| Teradyne (TER) | 6.4 | $23M | 116k | 193.56 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.7 | $17M | 16k | 1069.86 | |
| Astera Labs (ALAB) | 3.1 | $11M | 66k | 166.36 | |
| Lattice Semiconductor (LSCC) | 2.5 | $8.8M | 120k | 73.58 | |
| Atlassian Corporation Cl A (TEAM) | 1.4 | $5.0M | 31k | 162.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.1M | 13k | 313.00 | |
| Bentley Sys Com Cl B (BSY) | 0.9 | $3.2M | 83k | 38.16 | |
| Viavi Solutions Inc equities (VIAV) | 0.8 | $2.7M | 150k | 17.82 |
