account_balance
Investment manager · 13F filer · SEC CIK 2096531
Tensor Edge Capital, LLC
Reported value$1.19Bas of Sep 30, 2026
Positions13 0 new, 4 sold out
Top 10 weight93.2%MU alone is 23%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
23.2%Trimmed −4%
MRVLMarvell Technology, Inc.
16.1%Added +19%
INTCIntel Corp
14.2%
AVGOBroadcom Inc.
8.6%Added +46%
GOOGLAlphabet Inc.
7.0%Added +111%
TERTeradyne, Inc
6.3%Added +5%
VIAVViavi Solutions Inc.
6.0%Added +238%
ALABAstera Labs, Inc.
4.2%Added +180%
CDNSCadence Design Systems Inc
4.2%Added +31%
ASMLASML Holding NV
3.5%
LSCCLattice Semiconductor Corp
2.7%
ENTG2.6%MUMicron Technology Inc
23.2%Trimmed −4%
MRVLMarvell Technology, Inc.
16.1%Added +19%
INTCIntel Corp
14.2%
AVGOBroadcom Inc.
8.6%+46%
GOOGLAlphabet Inc.
7.0%
TERTeradyne, Inc
6.3%
VIAVViavi Solutions Inc.
6.0%
ALAB4.2%CDNSASMLLSCCENTGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 23.2% Trimmed −4%MRVL Marvell Technology, Inc. 16.1% Added +19%INTC Intel Corp 14.2% HeldAVGO Broadcom Inc. 8.6% Added +46%GOOGL Alphabet Inc. 7.0% Added +111%TER Teradyne, Inc 6.3% Added +5%VIAV Viavi Solutions Inc. 6.0% Added +238%ALAB Astera Labs, Inc. 4.2% Added +180%CDNS Cadence Design Systems Inc 4.2% Added +31%ASML ASML Holding NV 3.5% Trimmed −4%LSCC Lattice Semiconductor Corp 2.7% Added +59%ENTG Entegris Inc 2.6% Added +22%
What changed
Biggest moves since Jun 30, 2026
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