Tensor Edge Capital, LLC

**Tensor Edge Capital, LLC** manages $351M across a concentrated portfolio of 14 positions, exhibiting a clear focus on semiconductor and technology infrastructure. The fund's top holdings are heavily weighted toward chip design and manufacturing, notably allocating $91.1M to ARM and $57.1M to MU. Further significant exposure includes $38.7M in INTC and $37.3M in NVDA, underscoring a deep conviction in the digital hardware cycle. This structure suggests a tactical, high-conviction approach within the semiconductor value chain.

📌 Top Holdings