Institutional Manager · CIK 0002096531
Tensor Edge Capital, LLC
WESTON, MA · File #028-26118
Latest AUM
$350.8M
Positions
14
Top-10 Concentration
95.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ARM HOLDINGS PLC | 042068205 | 833,400 | $91.1M | 25.97% |
| 2 | MICRON TECHNOLOGY INC | MU | 200,000 | $57.1M | 16.27% |
| 3 | INTEL CORP | INTC | 1,050,000 | $38.7M | 11.04% |
| 4 | NVIDIA CORPORATION | NVDA | 200,000 | $37.3M | 10.63% |
| 5 | SYNOPSYS INC | SNPS | 56,929 | $26.7M | 7.62% |
| 6 | PTC INC | PTC | 150,000 | $26.1M | 7.45% |
| 7 | TERADYNE INC | TER | 116,000 | $22.5M | 6.40% |
| 8 | ASML HOLDING N V | ASMLF | 15,450 | $16.5M | 4.71% |
| 9 | ASTERA LABS INC | ALAB | 66,000 | $11.0M | 3.13% |
| 10 | LATTICE SEMICONDUCTOR CORP | LSCC | 120,000 | $8.8M | 2.52% |
| 11 | ATLASSIAN CORPORATION | TEAM | 31,008 | $5.0M | 1.43% |
| 12 | ALPHABET INC | GOOG | 13,000 | $4.1M | 1.16% |
| 13 | BENTLEY SYS INC | BSY | 83,333 | $3.2M | 0.91% |
| 14 | VIAVI SOLUTIONS INC | VIAV | 150,000 | $2.7M | 0.76% |