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Tensor Edge Capital, LLC

Q4 2025 13F Holdings

  • Location
    weston, MA
  • Num holdings

    14

  • Value ($000)

    $350,840

  • Date Filed
    02/06/2026
  • Form type
    13F-HR
  • CIK
    0002096531
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
ARM

ARM HOLDINGS PLC

SPONSORED ADS
042068205
$91.1M
26 %

833,400

call
M
MU

MICRON TECHNOLOGY INC

COM
595112103
$57.08M
16 %

200,000

1
1848782D

INTEL CORP

COM
458140100
$38.75M
11 %

1,050,000

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$37.3M
11 %

200,000

S
SNPS

SYNOPSYS INC

COM
871607107
$26.74M
8 %

56,929

P
PTC

PTC INC

COM
69370C100
$26.13M
7 %

150,000

T
TER

TERADYNE INC

COM
880770102
$22.45M
6 %

116,000

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$16.53M
5 %

15,450

A
ALAB

ASTERA LABS INC

COM
04626A103
$10.98M
3 %

66,000

L
LSCC

LATTICE SEMICONDUCTOR CORP

COM
518415104
$8.83M
3 %

120,000

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