Tensor Edge Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TE Tensor Edge Capital, LLC | Institutional Filer | ▲ 123.97% | $581.8M | 17 |
Current Portfolio Holdings
Showing all 17 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | Technology | 233K | $78.8M | 13.55% |
| 2 | INTC | Intel Corporation | Technology | 1.5M | $65.1M | 11.20% |
| 3 | TER | Teradyne, Inc. | Technology | 178K | $52.6M | 9.05% |
| 4 | MRVL | Marvell Technology, Inc. | Technology | 515K | $51.1M | 8.78% |
| 5 | NVDA | NVIDIA Corporation | Technology | 258K | $44.9M | 7.72% |
| 6 | ARM | Arm Holdings plc American Depositary Shares | Technology | 289K | $43.8M | 7.53% |
| 7 | PTC | PTC Inc. | Technology | 280K | $39.9M | 6.86% |
| 8 | SNPS | Synopsys, Inc. | Technology | 92K | $36.6M | 6.29% |
| 9 | ADSK | Autodesk, Inc. | Technology | 129K | $30.9M | 5.31% |
| 10 | ASML | ASML Holding N.V. | Technology | 23K | $30.4M | 5.23% |
| 11 | CDNS | Cadence Design Systems, Inc. | Technology | 101K | $27.9M | 4.80% |
| 12 | ALAB | Astera Labs, Inc. Common Stock | Technology | 228K | $25.0M | 4.30% |
| 13 | ENTG | Entegris, Inc. | Technology | 129K | $15.1M | 2.60% |
| 14 | LSCC | Lattice Semiconductor Corporation | Technology | 156K | $14.4M | 2.48% |
| 15 | GOOGL | Alphabet Inc. | Technology | 48K | $13.9M | 2.38% |
Showing 1 to 15 of 17 holdings