Institutional Fund
Tensor Edge Capital, LLC
Boston, MACIK 20965312 filings on record
Portfolio Value
$581.75M
Q1 2026
Holdings
17
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+124.0%
from $259.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Micron Technology Inc13.5%
- Intel Corp11.2%
- Teradyne Inc9.0%
- Marvell Technology Inc8.8%
- Nvidia Corporation7.7%
- Arm Holdings PLC7.5%
- Other42.2%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 233.3K | $78.80M | 13.5% | +33.3K | Added |
| 2 | Intel Corp | 1.48M | $65.14M | 11.2% | +426.0K | Added |
| 3 | Teradyne Inc | 177.5K | $52.62M | 9.0% | +61.5K | Added |
| 4 | Marvell Technology Inc | 515.4K | $51.05M | 8.8% | +515.4K | New |
| 5 | Nvidia Corporation | 257.6K | $44.93M | 7.7% | +57.6K | Added |
| 6 | Arm Holdings PLC | 289.5K | $43.79M | 7.5% | +289.5K | New |
| 7 | Ptc Inc | 279.9K | $39.88M | 6.9% | +129.9K | Added |
| 8 | Synopsys Inc | 92.2K | $36.56M | 6.3% | +35.3K | Added |
| 9 | Autodesk Inc | 129.1K | $30.91M | 5.3% | +129.1K | New |
| 10 | Asml Holding N V | 23.0K | $30.40M | 5.2% | +7.6K | Added |
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