Melanie Mahoney
Tensor Edge Capital, Llc
Assets Managed
$1.507B
Holdings
18
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
158.96%(2Q avg: 112.39%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Tensor Edge Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 18 positions.
Assets under management
The assets under management (AUM) of Tensor Edge Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.507B in assets, with a quarterly growth rate of 158.96% and a 2-quarter average growth rate of 112.39%. The portfolio is managed by Melanie Mahoney, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MU Micron Technology Inc
| 20.78% | $313.042M 271,199 shares@ $1154.3 avg price | Increased 16.27% |
INTC Intel Corp
| 13.18% | $198.428M 1.421M shares@ $139.64 avg price | Decreased -3.71% |
MRVL Marvell Technology Inc
| 12.06% | $181.614M 609,668 shares@ $297.89 avg price | Increased 18.3% |
QCOM Qualcomm Inc
| 9.78% | $147.315M 797,200 shares@ $184.79 avg price | New Position |
SNPS Synopsys Inc
| 6.22% | $93.675M 210,000 shares@ $446.07 avg price | Increased 127.72% |
TER Teradyne Inc
| 5.73% | $86.21M 178,178 shares@ $483.85 avg price | Increased 0.38% |
SMH Vaneck Semiconductor Etf
| 5.23% | $78.707M↓ Put 120,000 shares@ $655.89 avg price | New Position |
AVGO Broadcom Inc
| 5.02% | $75.55M 200,000 shares@ $377.76 avg price | New Position |
ARM Arm Holdings Plc-adr
| 3.63% | $54.654M 154,141 shares@ $354.57 avg price | Decreased -46.74% |
ASML Asml Holding Nv-ny Reg Shs
| 3.12% | $46.979M 23,614 shares@ $1989.44 avg price | Increased 2.61% |
1-10 of 18