Tensor Edge Capital, LLC Diversified Active

Location: Boston, MA

CIK: 0002096531 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 6, 2026

Total Value: $351M (100.0% shares, 0.0% debt)

Holdings (14)

ARM ARM HOLDINGS PLC 26.0%

Value $91.1M Shares 833,400 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 16.3%

Value $57.08M Shares 200,000 Est. Cost $229.35 Unrealized 0.0%

INTC INTEL CORP 11.0%

Value $38.74M Shares 1,050,000 Est. Cost $37.76 Unrealized 0.0%

NVDA NVIDIA CORPORATION 10.6%

Value $37.3M Shares 200,000 Est. Cost $186.13 Unrealized 0.0%

SNPS SYNOPSYS INC 7.6%

Value $26.74M Shares 56,929 Est. Cost $444.23 Unrealized 0.0%

PTC PTC INC 7.4%

Value $26.13M Shares 150,000 Est. Cost $185.83 Unrealized 0.0%

TER TERADYNE INC 6.4%

Value $22.45M Shares 116,000 Est. Cost $171.50 Unrealized 0.0%

ASML ASML HOLDING N V 4.7%

Value $16.53M Shares 15,450 Est. Cost $1069.86 Unrealized —

ALAB ASTERA LABS INC 3.1%

Value $10.98M Shares 66,000 Est. Cost $167.29 Unrealized 0.0%

LSCC LATTICE SEMICONDUCTOR CORP 2.5%

Value $8.83M Shares 120,000 Est. Cost $73.58 Unrealized —

TEAM ATLASSIAN CORPORATION 1.4%

Value $5.028M Shares 31,008 Est. Cost $156.92 Unrealized 0.0%

GOOGL ALPHABET INC 1.2%

Value $4.069M Shares 13,000 Est. Cost $285.60 Unrealized 0.0%

BSY BENTLEY SYS INC 0.9%

Value $3.18M Shares 83,333 Est. Cost $45.52 Unrealized 0.0%

VIAV VIAVI SOLUTIONS INC 0.8%

Value $2.673M Shares 150,000 Est. Cost $16.15 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ARM	ARM HOLDINGS PLC	833,400	$91.1M	26.0%	—	—	Call	042068205
MU	MICRON TECHNOLOGY INC	200,000	$57.08M	16.3%	$229.35	0.0%	COM	595112103
INTC	INTEL CORP	1,050,000	$38.74M	11.0%	$37.76	0.0%	COM	458140100
NVDA	NVIDIA CORPORATION	200,000	$37.3M	10.6%	$186.13	0.0%	COM	67066G104
SNPS	SYNOPSYS INC	56,929	$26.74M	7.6%	$444.23	0.0%	COM	871607107
PTC	PTC INC	150,000	$26.13M	7.4%	$185.83	0.0%	COM	69370C100
TER	TERADYNE INC	116,000	$22.45M	6.4%	$171.50	0.0%	COM	880770102
ASML	ASML HOLDING N V	15,450	$16.53M	4.7%	$1069.86	—	N Y REGISTRY SHS	N07059210
ALAB	ASTERA LABS INC	66,000	$10.98M	3.1%	$167.29	0.0%	COM	04626A103
LSCC	LATTICE SEMICONDUCTOR CORP	120,000	$8.83M	2.5%	$73.58	—	COM	518415104
TEAM	ATLASSIAN CORPORATION	31,008	$5.028M	1.4%	$156.92	0.0%	CL A	049468101
GOOGL	ALPHABET INC	13,000	$4.069M	1.2%	$285.60	0.0%	CAP STK CL A	02079K305
BSY	BENTLEY SYS INC	83,333	$3.18M	0.9%	$45.52	0.0%	COM CL B	08265T208
VIAV	VIAVI SOLUTIONS INC	150,000	$2.673M	0.8%	$16.15	0.0%	COM	925550105