Tensor Edge Capital, LLC
BOSTON MA · SEC CIK 0002096531
$15.07亿2026Q2 申报市值
18持仓数
84.7%前十大占比 · 第一大 20.8%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QCOM 新建仓+$1.47亿
AVGO 新建仓+$7,555.00万
SNPS 加仓+$5,253.81万
MU 加仓+$4,380.42万
MRVL 加仓+$2,808.15万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$8,617.08万
ARM 减仓-$4,798.04万
NVDA 清仓-$4,493.05万
ADSK 清仓-$3,090.65万
BSY 清仓-$914.52万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $3.13亿 | 20.78% | 271,199 | 37,949 | 16.3% | $4,380.42万 | 加仓 |
| INTC | INTEL CORP | $1.98亿 | 13.17% | 1,421,098 | -54,902 | -3.7% | -$766.60万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.82亿 | 12.06% | 609,668 | 94,268 | 18.3% | $2,808.15万 | 加仓 |
| QCOM | QUALCOMM INC | $1.47亿 | 9.78% | 797,200 | 797,200 | — | $1.47亿 | 新建仓 |
| SNPS | SYNOPSYS INC | $9,367.47万 | 6.22% | 210,000 | 117,780 | 127.7% | $5,253.81万 | 加仓 |
| TER | TERADYNE INC | $8,620.96万 | 5.72% | 178,178 | 673 | 0.4% | $32.56万 | 加仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $7,870.68万 | 5.22% | 120,000 | 120,000 | — | $7,870.68万 | 新建仓 |
| AVGO | BROADCOM INC | $7,555.00万 | 5.01% | 200,000 | 200,000 | — | $7,555.00万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $5,465.38万 | 3.63% | 154,141 | -135,320 | -46.7% | -$4,798.04万 | 减仓 |
| ASML | ASML HLDG NV | $4,697.86万 | 3.12% | 23,614 | 600 | 2.6% | $119.37万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4,297.41万 | 2.85% | 114,500 | 14,000 | 13.9% | $525.45万 | 加仓 |
| GOOGL | ALPHABET INC | $4,088.31万 | 2.71% | 114,400 | 66,225 | 137.5% | $2,366.68万 | 加仓 |
| PTC | PTC INC | $3,807.55万 | 2.53% | 335,142 | 55,233 | 19.7% | $627.50万 | 加仓 |
| ENTG | ENTEGRIS INC | $2,933.52万 | 1.95% | 163,100 | 34,000 | 26.3% | $611.52万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,440.48万 | 1.62% | 159,550 | 4,000 | 2.6% | $61.18万 | 加仓 |
| ALAB | ASTERA LABS INC | $2,415.10万 | 1.60% | 50,000 | -178,400 | -78.1% | -$8,617.08万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $2,387.50万 | 1.58% | 500,000 | 435,400 | 674.0% | $2,079.03万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $663.00万 | 0.44% | 30,000 | 30,000 | — | $663.00万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -257,629 | -100.0% | -$4,493.05万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -129,100 | -100.0% | -$3,090.65万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -260,400 | -100.0% | -$914.52万 | 清仓 |