Tensor Edge Capital, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Tensor Edge Capital, LLC held in its portfolio 14 assets valued at $350,839,842 (i.e. $350.84M).

The most valuable assets in the portfolio included: ARM HOLDINGS PLC ($91.10M), MICRON TECHNOLOGY INC ($57.08M), and INTEL CORP ($38.74M).

The chart below shows the top 10 valuable assets, and the table below shows the top 14 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Tensor Edge Capital, LLC Portfolio

ARM HOLDINGS PLC

MICRON TECHNOLOGY INC

INTEL CORP

NVIDIA CORPORATION

SYNOPSYS INC

PTC INC

TERADYNE INC

ASML HOLDING N V

ASTERA LABS INC

LATTICE SEMICONDUCTOR CORP

Tensor Edge Capital, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ARM HOLDINGS PLC	833400	91098954	SPONSORED ADS
MICRON TECHNOLOGY INC	200000	57082000	COM
INTEL CORP	1050000	38745000	COM
NVIDIA CORPORATION	200000	37300000	COM
SYNOPSYS INC	56929	26740690	COM
PTC INC	150000	26131500	COM
TERADYNE INC	116000	22452960	COM
ASML HOLDING N V	15450	16529337	N Y REGISTRY SHS
ASTERA LABS INC	66000	10979760	COM
LATTICE SEMICONDUCTOR CORP	120000	8829600	COM
ATLASSIAN CORPORATION	31008	5027637	CL A
ALPHABET INC	13000	4069000	CAP STK CL A
BENTLEY SYS INC	83333	3180404	COM CL B
VIAVI SOLUTIONS INC	150000	2673000	COM