Tensor Edge Capital, LLC
13F filer · CIK 2096531 · Boston, MA
Summary
Tensor Edge Capital, LLC reported $1.51B across 18 positions in its 13F for 2026 Q2, filed Jul 15, 2026. The largest holdings are MU (20.8%), INTC (13.2%), MRVL (12.1%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 11, trimmed 3 and sold out of 3.
Reported value$1.51B
Positions18incl. options
Report period2026 Q2
FiledJul 15, 2026
New positions3
Added11
Trimmed3
Sold out3
Top 17 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 20.8%Value $313.04MPrice $1054Shares 271K +16.27%Since Jun 30 -8.69%
Weight 13.2%Value $198.43MPrice $116.03Shares 1.42M -3.72%Since Jun 30 -16.90%
Weight 12.1%Value $181.61MPrice $251.90Shares 610K +18.29%Since Jun 30 -15.44%
Weight 9.8%Value $147.31MPrice $187.48Shares 797KSince Jun 30 +1.46%
Weight 6.2%Value $93.67MPrice $417.61Shares 210K +127.72%Since Jun 30 -6.38%
Weight 5.7%Value $86.21MPrice $401.30Shares 178K +0.38%Since Jun 30 -17.06%
Weight 5.0%Value $75.55MPrice $355.10Shares 200KSince Jun 30 -6.00%
Weight 3.6%Value $54.65MPrice $293.67Shares 154K -46.75%Since Jun 30 -17.18%
Weight 3.1%Value $46.98MPrice $1834Shares 24K +2.61%Since Jun 30 -7.79%
Weight 2.9%Value $42.97MPrice $324.17Shares 115K +13.93%Since Jun 30 -13.63%
Weight 2.7%Value $40.88MPrice $342.75Shares 114K +137.47%Since Jun 30 -4.09%
Weight 2.5%Value $38.08MPrice $139.69Shares 335K +19.73%Since Jun 30 +22.96%
Weight 1.9%Value $29.34MPrice $150.63Shares 163K +26.34%Since Jun 30 -16.25%
Weight 1.6%Value $24.40MPrice $124.03Shares 160K +2.57%Since Jun 30 -18.91%
Weight 1.6%Value $24.15MPrice $357.84Shares 50K -78.11%Since Jun 30 -25.92%
Weight 1.6%Value $23.88MPrice $40.87Shares 500K +673.99%Since Jun 30 -14.41%
Weight 0.4%Value $6.63MPrice $194.95Shares 30KSince Jun 30 -11.79%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 20.8% | $313.04M | -8.69% | +16.27% | Add | |
| 13.2% | $198.43M | -16.90% | -3.72% | Trim | |
| 12.1% | $181.61M | -15.44% | +18.29% | Add | |
| 9.8% | $147.31M | +1.46% | — | New | |
| 6.2% | $93.67M | -6.38% | +127.72% | Add | |
| 5.7% | $86.21M | -17.06% | +0.38% | Add | |
| 5.0% | $75.55M | -6.00% | — | New | |
| 3.6% | $54.65M | -17.18% | -46.75% | Trim | |
| 3.1% | $46.98M | -7.79% | +2.61% | Add | |
| 2.9% | $42.97M | -13.63% | +13.93% | Add | |
| 2.7% | $40.88M | -4.09% | +137.47% | Add | |
| 2.5% | $38.08M | +22.96% | +19.73% | Add | |
| 1.9% | $29.34M | -16.25% | +26.34% | Add | |
| 1.6% | $24.40M | -18.91% | +2.57% | Add | |
| 1.6% | $24.15M | -25.92% | -78.11% | Trim | |
| 1.6% | $23.88M | -14.41% | +673.99% | Add | |
| 0.4% | $6.63M | -11.79% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.