Institutions / Tensor Edge Capital, LLC
Tensor Edge Capital, LLC
CIK 2096531 · Institution · as of Dec 31, 2025
Portfolio value
$259.74M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Micron Technology Inc | $57.08M | 22.0% |
| Intel Corp | $38.74M | 14.9% |
| NVIDIA Corp | $37.30M | 14.4% |
| Synopsys Inc | $26.74M | 10.3% |
| PTC Inc | $26.13M | 10.1% |
| Teradyne, Inc | $22.45M | 8.6% |
| Asml Holding N V | $16.53M | 6.4% |
| Astera Labs, Inc. | $10.98M | 4.2% |
| Lattice Semiconductor Corp | $8.83M | 3.4% |
| Atlassian Corporation | $5.03M | 1.9% |
| Alphabet Inc. | $4.07M | 1.6% |
| Bentley Systems Inc | $3.18M | 1.2% |
| Viavi Solutions Inc. | $2.67M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.