Tensor Edge Capital
Tensor Edge Capital reported 17 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are MU (21.9%), INTC (13.9%) and MRVL (12.7%). Compared with Q1 2026, the fund opened new positions in QCOM, AVGO and CBRS, added to MU, MRVL and SNPS, trimmed INTC, ARM and ALAB and sold out of NVDA, ADSK and BSY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $313M | 21.9% | 271K | +38K (+16%) | 3 of 3 | |
| 2 |  INTC Intel Corp | $198M | 13.9% | 1.4M | −55K (−4%) | 3 of 3 | |
| 3 |  MRVL Marvell Technology Inc | $182M | 12.7% | 610K | +94K (+18%) | 2 of 3 | |
| 4 |  QCOM Qualcomm Inc | $147M | 10.3% | 797K | New position | 1 of 3 | |
| 5 |  SNPS Synopsys Inc | $93.7M | 6.6% | 210K | +118K (+128%) | 3 of 3 | |
| 6 |  TER Teradyne Inc | $86.2M | 6.0% | 178K | +673 (+0%) | 3 of 3 | |
| 7 |  AVGO Broadcom Inc | $75.6M | 5.3% | 200K | New position | 1 of 3 | |
| 8 |  ARM Arm Hldgs PLC Equity A F | $54.7M | 3.8% | 154K | −135K (−47%) | 2 of 3 | |
| 9 |  ASML Asml Holding N V | $47M | 3.3% | 24K | +600 (+3%) | 3 of 3 | |
| 10 |  CDNS Cadence Design System Inc | $43M | 3.0% | 115K | +14K (+14%) | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SMH Vaneck ETF Trust | Put | $78.7M | 120K | +120,000 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 15, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tensor Edge Capital 13F FAQ
What does Tensor Edge Capital own?
Tensor Edge Capital reported 17 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are MU (21.9%), INTC (13.9%) and MRVL (12.7%). The table above lists every position in the filing (the top 10 without an account).
What did Tensor Edge Capital buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 11 added to, 3 trimmed and 3 sold out. New positions include QCOM, AVGO and CBRS. It sold all of NVDA, ADSK and BSY.
When will Tensor Edge Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tensor Edge Capital's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks ($1.5B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.