Tensor Edge Capital, LLC

BOSTON, MA · CIK 2096531 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTENSOR EDGE CAPITAL, LLC (US)

Kindhedge funds, futures
Others nearbyBoston, MA
FamilyTensor Edge Capital, LLC · 2 related pages

$1.4bn reported value +145.4% vs Q1 2026

17positions

86.9%in top 10

3 new 11 added 3 reduced 3 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($78.7m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	271,199	$313.0m21.92%	21.92%	Added +37.9k	+37,949 16.3%
2	INTEL CORP COM INTC	INTC	1,421,098	$198.4m13.90%	13.90%	Reduced -54.9k	-54,902 -3.7%
3	MARVELL TECHNOLOGY INC COM MRVL	MRVL	609,668	$181.6m12.72%	12.72%	Added +94.3k	+94,268 18.3%
4	QUALCOMM INC COM QCOM	QCOM	797,200	$147.3m10.32%	10.32%	New
5	SYNOPSYS INC COM SNPS	SNPS	210,000	$93.7m6.56%	6.56%	Added +117.8k	+117,780 127.7%
6	TERADYNE INC COM TER	TER	178,178	$86.2m6.04%	6.04%	Added +673	+673 0.4%
7	BROADCOM INC COM AVGO	AVGO	200,000	$75.6m5.29%	5.29%	New
8	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	154,141	$54.7m3.83%	3.83%	Reduced -135.3k	-135,320 -46.8%
9	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	23,614	$47.0m3.29%	3.29%	Added +600	+600 2.6%
10	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	114,500	$43.0m3.01%	3.01%	Added +14.0k	+14,000 13.9%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	114,400	$40.9m2.86%	2.86%	Added +66.2k	+66,225 137.5%
12	PTC INC COM PTC	PTC	335,142	$38.1m2.67%	2.67%	Added +55.2k	+55,233 19.7%
13	ENTEGRIS INC COM ENTG	ENTG	163,100	$29.3m2.05%	2.05%	Added +34.0k	+34,000 26.3%
14	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	159,550	$24.4m1.71%	1.71%	Added +4.0k	+4,000 2.6%
15	ASTERA LABS INC COM ALAB	ALAB	50,000	$24.2m1.69%	1.69%	Reduced -178.4k	-178,400 -78.1%
16	VIAVI SOLUTIONS INC COM VIAV	VIAV	500,000	$23.9m1.67%	1.67%	Added +435.4k	+435,400 674.0%
17	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	30,000	$6.6m0.46%	0.46%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NVIDIA CORPORATION NVDA	NVDA	257,629	$44.9m257.6k shares
AUTODESK INC ADSK	ADSK	129,100	$30.9m129.1k shares
BENTLEY SYS INC BSY	BSY	260,400	$9.1m260.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
VANECK ETF TRUST SMH · Put	SMH	Put	120,000	$78.7m120.0k shares	New