Tensor Edge Capital, LLC Diversified Active

Name: Tensor Edge Capital, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Tensor Edge Capital, LLC
Published: 2026-07-15

Location: Boston, MA

CIK: 0002096531 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 15, 2026

Total Value: $1.507B (100.0% shares, 0.0% debt)

Holdings (18)

New Positions (4)

QCOM QUALCOMM INC 9.8%

Value $147M Shares 797,200 Est. Cost $184.79 Unrealized —

SMH VANECK ETF TRUST 5.2%

Value $78.71M Shares 120,000 Est. Cost — Unrealized —

AVGO BROADCOM INC 5.0%

Value $75.55M Shares 200,000 Est. Cost $377.75 Unrealized —

CBRS CEREBRAS SYSTEMS INC 0.4%

Value $6.63M Shares 30,000 Est. Cost $221.00 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QCOM	QUALCOMM INC	797,200	$147M	9.8%	$184.79	—	COM	747525103
SMH	VANECK ETF TRUST	120,000	$78.71M	5.2%	—	—	PUT	92189F676
AVGO	BROADCOM INC	200,000	$75.55M	5.0%	$377.75	—	COM	11135F101
CBRS	CEREBRAS SYSTEMS INC	30,000	$6.63M	0.4%	$221.00	—	COM CL A	15675D103

Increased Positions (10)

MU MICRON TECHNOLOGY INC 20.8%

Value $313M (+297.3%) Shares 271,199 (+16.3%) Est. Cost $378.11 Unrealized —

MRVL MARVELL TECHNOLOGY INC 12.1%

Value $182M (+255.8%) Shares 609,668 (+18.3%) Est. Cost $114.60 Unrealized —

SNPS SYNOPSYS INC 6.2%

Value $93.67M (+156.2%) Shares 210,000 (+127.7%) Est. Cost $449.87 Unrealized —

GOOGL ALPHABET INC 2.7%

Value $40.88M (+195.1%) Shares 114,400 (+137.5%) Est. Cost $338.73 Unrealized —

VIAV VIAVI SOLUTIONS INC 1.6%

Value $23.88M (+1010.5%) Shares 500,000 (+674.0%) Est. Cost $43.67 Unrealized —

ASML ASML HLDG NV 3.1%

Value $46.98M (+54.5%) Shares 23,614 (+2.6%) Est. Cost $1173.62 Unrealized —

CDNS CADENCE DESIGN SYSTEM INC 2.9%

Value $42.97M (+53.9%) Shares 114,500 (+13.9%) Est. Cost $312.12 Unrealized —

ENTG ENTEGRIS INC 1.9%

Value $29.34M (+93.8%) Shares 163,100 (+26.3%) Est. Cost $131.17 Unrealized —

LSCC LATTICE SEMICONDUCTOR CORP 1.6%

Value $24.4M (+69.1%) Shares 159,550 (+2.6%) Est. Cost $79.84 Unrealized —

PTC PTC INC 2.5%

Value $38.08M (-4.5%) Shares 335,142 (+19.7%) Est. Cost $164.27 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	271,199 (+16.3%)	$313M (+297.3%)	20.8%	$378.11	—	COM	595112103
MRVL	MARVELL TECHNOLOGY INC	609,668 (+18.3%)	$182M (+255.8%)	12.1%	$114.60	—	COM	573874104
SNPS	SYNOPSYS INC	210,000 (+127.7%)	$93.67M (+156.2%)	6.2%	$449.87	—	COM	871607107
GOOGL	ALPHABET INC	114,400 (+137.5%)	$40.88M (+195.1%)	2.7%	$338.73	—	CAP STK CL A	02079K305
VIAV	VIAVI SOLUTIONS INC	500,000 (+674.0%)	$23.88M (+1010.5%)	1.6%	$43.67	—	COM	925550105
ASML	ASML HLDG NV	23,614 (+2.6%)	$46.98M (+54.5%)	3.1%	$1173.62	—	N Y REGISTRY SHS	N07059210
CDNS	CADENCE DESIGN SYSTEM INC	114,500 (+13.9%)	$42.97M (+53.9%)	2.9%	$312.12	—	COM	127387108
ENTG	ENTEGRIS INC	163,100 (+26.3%)	$29.34M (+93.8%)	1.9%	$131.17	—	COM	29362U104
LSCC	LATTICE SEMICONDUCTOR CORP	159,550 (+2.6%)	$24.4M (+69.1%)	1.6%	$79.84	—	COM	518415104
PTC	PTC INC	335,142 (+19.7%)	$38.08M (-4.5%)	2.5%	$164.27	—	COM	69370C100

Exited Positions (3)

NVDA NVIDIA CORPORATION 3.0%

Value $44.93M Shares 257,629 Est. Cost $186.24 Unrealized —

ADSK AUTODESK INC 2.1%

Value $30.91M Shares 129,100 Est. Cost $253.74 Unrealized —

BSY BENTLEY SYS INC 0.6%

Value $9.145M Shares 260,400 Est. Cost $39.13 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	257,629	$44.93M	3.0%	$186.24	—	—	67066G104
ADSK	AUTODESK INC	129,100	$30.91M	2.1%	$253.74	—	—	052769106
BSY	BENTLEY SYS INC	260,400	$9.145M	0.6%	$39.13	—	—	08265T208

Decreased Positions (3)

INTC INTEL CORP 13.2%

Value $198M (+204.6%) Shares 1,421,098 (-3.7%) Est. Cost $40.26 Unrealized —

ARM ARM HOLDINGS PLC 3.6%

Value $54.65M (+24.8%) Shares 154,141 (-46.7%) Est. Cost $151.28 Unrealized —

ALAB ASTERA LABS INC 1.6%

Value $24.15M (-3.5%) Shares 50,000 (-78.1%) Est. Cost $160.42 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INTC	INTEL CORP	1,421,098 (-3.7%)	$198M (+204.6%)	13.2%	$40.26	—	COM	458140100
ARM	ARM HOLDINGS PLC	154,141 (-46.7%)	$54.65M (+24.8%)	3.6%	$151.28	—	SPONSORED ADS	042068205
ALAB	ASTERA LABS INC	50,000 (-78.1%)	$24.15M (-3.5%)	1.6%	$160.42	—	COM	04626A103

Unchanged Positions (1)

TER TERADYNE INC 5.7%

Value $86.21M Shares 178,178 Est. Cost $204.20 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TER	TERADYNE INC	178,178	$86.21M	5.7%	$204.20	—	COM	880770102