Tensor Edge Capital, LLC
Top Portfolio Positions
17 positions ·
$581,753,874 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
233,250 | $78,801,180 | 13.55% | |
| INTC |
Intel Corp
Technology
|
1,476,000 | $65,135,880 | 11.20% | |
| TER |
Teradyne, Inc
Technology
|
177,505 | $52,623,132 | 9.05% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
515,400 | $51,050,370 | 8.78% | |
| NVDA |
Nvidia Corp
Technology
|
257,629 | $44,930,497 | 7.72% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
289,461 | $43,789,660 | 7.53% | |
| PTC |
Ptc Inc.
Technology
|
279,909 | $39,884,233 | 6.86% | |
| SNPS |
Synopsys Inc
Technology
|
92,220 | $36,563,385 | 6.29% | |
| ADSK |
Autodesk, Inc.
Technology
|
129,100 | $30,906,540 | 5.31% | |
| ASML |
Asml Holding NV
Technology
|
23,014 | $30,397,581 | 5.23% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BSY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,145,248 | 260,400 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,180,403 | 83,333 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||