Tensor Edge Capital as of June 30, 2026
Portfolio Holdings for Tensor Edge Capital
Tensor Edge Capital holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 20.8 | $313M | 271k | 1154.29 | |
| Intel Corporation (INTC) | 13.2 | $198M | 1.4M | 139.63 | |
| Marvell Technology (MRVL) | 12.1 | $182M | 610k | 297.89 | |
| Qualcomm (QCOM) | 9.8 | $147M | 797k | 184.79 | |
| Synopsys (SNPS) | 6.2 | $94M | 210k | 446.07 | |
| Teradyne (TER) | 5.7 | $86M | 178k | 483.84 | |
| Vaneck Etf Trust Semiconductr Etf Put Option (SMH) | 5.2 | $79M | 120k | 655.89 | |
| Broadcom (AVGO) | 5.0 | $76M | 200k | 377.75 | |
| Arm Holdings Sponsored Ads (ARM) | 3.6 | $55M | 154k | 354.57 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.1 | $47M | 24k | 1989.44 | |
| Cadence Design Systems (CDNS) | 2.9 | $43M | 115k | 375.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $41M | 114k | 357.37 | |
| Ptc (PTC) | 2.5 | $38M | 335k | 113.61 | |
| Entegris (ENTG) | 1.9 | $29M | 163k | 179.86 | |
| Lattice Semiconductor (LSCC) | 1.6 | $24M | 160k | 152.96 | |
| Astera Labs (ALAB) | 1.6 | $24M | 50k | 483.02 | |
| Viavi Solutions Inc equities (VIAV) | 1.6 | $24M | 500k | 47.75 | |
| Cerebras Systems Com Cl A (CBRS) | 0.4 | $6.6M | 30k | 221.00 |
