StockDriftsStockDriftsTop 17 Tensor Edge Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 13.55% | 233.3K | $78.8M | +16.62%(+33.25K) | $238.52(+262.24%) | 2026-03-31 | |
| INTC | INTEL CORP | 11.2% | 1.48M | $65.1M | +40.57%(+426.00K) | $36.75(+227.30%) | 2026-03-31 | |
| TER | TERADYNE INC | 9.05% | 177.5K | $52.6M | +53.02%(+61.51K) | $193.12(+88.17%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 8.78% | 515.4K | $51.1M | new | $92.02(+93.39%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.72% | 257.6K | $44.9M | +28.81%(+57.63K) | $185.18(+21.95%) | 2026-03-31 | |
| ARM | ARM HOLDINGS PLC | 7.53% | 289.5K | $43.8M | new | $130.29(+69.78%) | 2026-03-31 | |
| PTC | PTC INC | 6.86% | 279.9K | $39.9M | +86.61%(+129.91K) | $174.57(-19.34%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 6.29% | 92.2K | $36.6M | +61.99%(+35.29K) | $463.01(+9.99%) | 2026-03-31 | |
| ADSK | AUTODESK INC | 5.31% | 129.1K | $30.9M | new | $267.71(-13.70%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 5.23% | 23.0K | $30.4M | +48.96%(+7.56K) | $1076.94(+46.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.39% | +142.74% |
| Top 20 Holdings Unweighted | +26.61% | +102.96% |
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