Q2 2026 13F · SEC CIK 2096531
Tensor Edge Capital, LLC
Hedge fundFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.4B
- Reported positions
- 17
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $584.8M
Tensor Edge Capital, LLC is a hedge fund that reported 17 positions worth $1.4B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Micron Technology Inc (MU, 21.9%), Intel Corp (INTC, 13.9%), Marvell Technology Inc (MRVL, 12.7%).
Tensor Edge Capital, LLC holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MUMicron Technology Inc | 21.9% | +16.3% | $313.0M |
| INTCIntel Corp | 13.9% | -3.7% | $198.4M |
| MRVLMarvell Technology Inc | 12.7% | +18.3% | $181.6M |
| QCOMQualcomm Inc | 10.3% | — | $147.3M |
| SNPSSynopsys Inc | 6.6% | +127.7% | $93.7M |
| TERTeradyne Inc | 6.0% | +0.4% | $86.2M |
| AVGOBroadcom Inc | 5.3% | — | $75.6M |
| ARMArm Holdings PLC | 3.8% | -46.7% | $54.7M |
| ASMLAsml Hldg NV | 3.3% | +2.6% | $47.0M |
| CDNSCadence Design System Inc | 3.0% | +13.9% | $43.0M |
| GOOGLAlphabet Inc | 2.9% | +137.5% | $40.9M |
| PTCPtc Inc | 2.7% | +19.7% | $38.1M |
| ENTGEntegris Inc | 2.1% | +26.3% | $29.3M |
| LSCCLattice Semiconductor Corp | 1.7% | +2.6% | $24.4M |
| ALABAstera Labs Inc | 1.7% | -78.1% | $24.2M |
| VIAVViavi Solutions Inc | 1.7% | +674.0% | $23.9M |
| CBRSCerebras Systems Inc | 0.5% | — | $6.6M |
What Tensor Edge Capital, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- QCOM Qualcomm Inc10.3% of 13F
- AVGO Broadcom Inc5.3% of 13F
- CBRS Cerebras Systems Inc0.5% of 13F
Added to
- VIAV Viavi Solutions Inc+674.0% shares
- GOOGL Alphabet Inc+137.5% shares
- SNPS Synopsys Inc+127.7% shares
- ENTG Entegris Inc+26.3% shares
- PTC Ptc Inc+19.7% shares
- MRVL Marvell Technology Inc+18.3% shares
- MU Micron Technology Inc+16.3% shares
- CDNS Cadence Design System Inc+13.9% shares
Reduced
- ALAB Astera Labs Inc-78.1% shares
- ARM Arm Holdings PLC-46.7% shares
Sold out
- NVDA Nvidia Corporationwas 7.7%
- ADSK Autodesk Incwas 5.3%
- BSY Bentley Sys Incwas 1.6%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 17 |
| Q1 2026 | $581.8M | 17 |
| Q4 2025 | $259.7M | 13 |
Questions about Tensor Edge Capital, LLC's portfolio
What stocks does Tensor Edge Capital, LLC own?
Tensor Edge Capital, LLC's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 17 positions worth $1.4B. The largest are Micron Technology Inc (MU) at 21.9%, Intel Corp (INTC) at 13.9%, Marvell Technology Inc (MRVL) at 12.7%, Qualcomm Inc (QCOM) at 10.3% and Synopsys Inc (SNPS) at 6.6%.
What did Tensor Edge Capital, LLC buy last quarter?
In Q2 2026, Tensor Edge Capital, LLC added a new position in Qualcomm Inc (QCOM), a new position in Broadcom Inc (AVGO), a new position in Cerebras Systems Inc (CBRS), Viavi Solutions Inc (VIAV) (+674.0% shares), Alphabet Inc (GOOGL) (+137.5% shares) and Synopsys Inc (SNPS) (+127.7% shares), compared with its Q1 2026 filing.
What did Tensor Edge Capital, LLC sell last quarter?
In Q2 2026, Tensor Edge Capital, LLC sold all of Nvidia Corporation (NVDA), sold all of Autodesk Inc (ADSK), sold all of Bentley Sys Inc (BSY), Astera Labs Inc (ALAB) (-78.1% shares) and Arm Holdings PLC (ARM) (-46.7% shares), compared with its Q1 2026 filing.
When is Tensor Edge Capital, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Tensor Edge Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Tensor Edge Capital, LLC manage?
Tensor Edge Capital, LLC reported $584.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.