13F-HR filed by Tensor Edge Capital, LLC
Tensor Edge Capital, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-15, with 18 holding rows worth $1,506,501,036.
- Accession
- 0000904454-26-000407
- Filer
- CIK 2096531
- Filed
- 2026-07-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 18 entries on the cover page, a total value of $1,506,501,036 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,506,501,036 with VALUE read as dollars as filed, 13F file number 028-26118. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Micron Technology,Inc. | 595112103 | COM | 271,199 | $313,042,294 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,421,098 | $198,427,914 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 609,668 | $181,614,000 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 797,200 | $147,314,588 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 210,000 | $93,674,700 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 178,178 | $86,209,644 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 120,000 | $78,706,800 | dollars as filed | put |
| Broadcom Inc. | 11135F101 | COM | 200,000 | $75,550,001 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 154,141 | $54,653,774 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 23,614 | $46,978,636 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 114,500 | $42,974,140 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 114,400 | $40,883,128 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 335,142 | $38,075,483 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 163,100 | $29,335,166 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 159,550 | $24,404,768 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 50,000 | $24,151,000 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 500,000 | $23,875,000 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 30,000 | $6,630,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000904454-26-000407 | this filing | 2026-07-15 | acceptance time not in the bulk data set |