Tensor Edge Capital as of March 31, 2026
Portfolio Holdings for Tensor Edge Capital
Tensor Edge Capital holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 13.5 | $79M | 233k | 337.84 | |
| Intel Corporation (INTC) | 11.2 | $65M | 1.5M | 44.13 | |
| Teradyne (TER) | 9.0 | $53M | 178k | 296.46 | |
| Marvell Technology (MRVL) | 8.8 | $51M | 515k | 99.05 | |
| NVIDIA Corporation (NVDA) | 7.7 | $45M | 258k | 174.40 | |
| Arm Holdings Sponsored Ads (ARM) | 7.5 | $44M | 290k | 151.28 | |
| Ptc (PTC) | 6.9 | $40M | 280k | 142.49 | |
| Synopsys (SNPS) | 6.3 | $37M | 92k | 396.48 | |
| Autodesk (ADSK) | 5.3 | $31M | 129k | 239.40 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 5.2 | $30M | 23k | 1320.83 | |
| Cadence Design Systems (CDNS) | 4.8 | $28M | 101k | 277.87 | |
| Astera Labs (ALAB) | 4.3 | $25M | 228k | 109.60 | |
| Entegris (ENTG) | 2.6 | $15M | 129k | 117.24 | |
| Lattice Semiconductor (LSCC) | 2.5 | $14M | 156k | 92.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $14M | 48k | 287.56 | |
| Bentley Sys Com Cl B (BSY) | 1.6 | $9.1M | 260k | 35.12 | |
| Viavi Solutions Inc equities (VIAV) | 0.4 | $2.1M | 65k | 33.28 |
