Position in MU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$78,801,180
+$21,719,180 QoQ
Shares Held
233,250
+16.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
13.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Tensor Edge Capital, LLC holds $323,169,045 across 7 Semiconductors names. MU ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
233,250 | $78,801,180 | |
| 2 | INTC |
Intel Corp
|
1,476,000 | $65,135,880 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
515,400 | $51,050,370 | |
| 4 | NVDA |
Nvidia Corp
|
257,629 | $44,930,497 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
289,461 | $43,789,660 | |
| 6 | ALAB |
Astera Labs, Inc.
|
228,400 | $25,032,640 | |
| 7 | LSCC |
Lattice Semiconductor Corp
|
155,550 | $14,428,818 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,801,180 | 233,250 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $57,082,000 | 200,000 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||