Tensor Edge Capital, LLC
CIK 2096531
13F filing for Q2 2026・No. 1,993
- Holdings
- US$1.51B
- Quarter change
- +US$924.75M
- Entries
- 18
- Net bought (estimate)
- +US$330.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 3
- Cut 1
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
17 stocks worth US$1.43B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | Added | 271,199 | US$313.04M | 21.92% |
| INTCINTEL CORPCOM | Cut | 1,421,098 | US$198.43M | 13.90% |
| MRVLMARVELL TECHNOLOGY INCCOM | Added | 609,668 | US$181.61M | 12.72% |
| QCOMQUALCOMM INCCOM | New | 797,200 | US$147.31M | 10.32% |
| SNPSSYNOPSYS INCCOM | Added | 210,000 | US$93.67M | 6.56% |
| TERTERADYNE INCCOM | Added | 178,178 | US$86.21M | 6.04% |
| AVGOBroadcomCOM | New | 200,000 | US$75.55M | 5.29% |
| ARMARM HOLDINGS PLCSPONSORED ADS | AddedSplit 1:2 | 154,141 | US$54.65M | 3.83% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Added | 23,614 | US$46.98M | 3.29% |
| CDNSCADENCE DESIGN SYSTEM INCCOM | Added | 114,500 | US$42.97M | 3.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.