Holdings of Tensor Edge Capital, LLC
17 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81.5 % of the equity sleeve
Sector breakdown
- Technology 88.1 %
- Communication 2.4 %
- Unattributed 9.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 87.2 %
- GB 7.5 %
- NL 5.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 15 | 507.6M $ | 87.25 % |
| 2 | GB | 1 | 43.8M $ | 7.53 % |
| 3 | NL | 1 | 30.4M $ | 5.23 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 233,250 | 78.8M $ | |
| 2 | Intel Corp | 1,476,000 | 65.1M $ | |
| 3 | Teradyne Inc | 177,505 | 52.6M $ | |
| 4 | Marvell Technology Inc | 515,400 | 51.1M $ | |
| 5 | NVIDIA Corp | 257,629 | 44.9M $ | |
| 6 | ARM Holdings PLC | 289,461 | 43.8M $ | |
| 7 | PTC Inc | 279,909 | 39.9M $ | |
| 8 | Synopsys Inc | 92,220 | 36.6M $ | |
| 9 | Autodesk Inc | 129,100 | 30.9M $ | |
| 10 | ASML Holding NV | 23,014 | 30.4M $ | |
| 11 | Cadence Design Systems Inc | 100,500 | 27.9M $ | |
| 12 | Astera Labs Inc | 228,400 | 25M $ | |
| 13 | Entegris Inc | 129,100 | 15.1M $ | |
| 14 | Lattice Semiconductor Corp | 155,550 | 14.4M $ | |
| 15 | Alphabet Inc | 48,175 | 13.9M $ | |
| 16 | Bentley Systems Inc | 260,400 | 9.1M $ | |
| 17 | Viavi Solutions Inc | 64,600 | 2.1M $ |