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Asset Manager ← All Institutions

TENOR CAPITAL MANAGEMENT Co., L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$403M
+170.5%
Holdings
117
+38
New Purchases
46
Added To
3
Closed
12
Reduced
3
Top 10 Concentration
41.7%
Turnover
49.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CHAC 5.40% 0.00% +5.40% $22M
GTEN 5.09% 0.00% +5.09% $20M
TACH 5.00% 0.00% +5.00% $20M
TVA 4.38% 0.00% +4.38% $18M
SZZLU 4.37% 0.00% +4.37% $18M
XRPNU 3.80% 0.00% +3.80% $15M
CGCT 3.73% 0.00% +3.73% $15M
SDHIU 3.52% 0.00% +3.52% $14M
DAAQU 3.25% 0.00% +3.25% $13M
IPCXU 3.16% 0.00% +3.16% $13M
RAAQU 3.15% 0.00% +3.15% $13M
GSHRU 2.99% 0.00% +2.99% $12M
BACCU 2.99% 0.00% +2.99% $12M
ANSC 2.69% 0.00% +2.69% $11M
CCCXU 2.56% 0.00% +2.56% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KFIIU 0.00% 13.55% -13.55% $0
ATIIU 0.00% 10.17% -10.17% $0
LOKVU 0.00% 10.15% -10.15% $0
HVIIU 0.00% 10.14% -10.14% $0
FERAU 0.00% 10.14% -10.14% $0
CEPO 1.33% 8.72% -7.39% $5M
NHICU 0.00% 5.41% -5.41% $0
ITGR 0.00% 3.26% -3.26% $0
SVCC 1.67% 4.53% -2.85% $7M
TDAC 1.62% 4.30% -2.68% $7M
CCIR 1.35% 3.76% -2.41% $5M
ALDF 1.82% 4.16% -2.34% $7M
MLAC 1.27% 3.37% -2.10% $5M
JACS 1.53% 2.70% -1.17% $6M
CCIX 0.52% 1.45% -0.93% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $11M 2.7%
Mid Cap 4 $1M 0.3%
Small Cap 32 $201M 50.0%
Micro Cap 79 $189M 46.9%

Portfolio Analytics

Avg Market Cap
$634M
Median Market Cap
$200M
Avg P/E
47.9
Median P/E
35.4
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
117
# ETFs / Funds
0

Top Holdings (117 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CHAC 5.40% 2,160,000 $22M $10.07 +2,160,000 NEW
2 GTEN 5.09% 2,000,000 $20M $10.25 +2,000,000 NEW
3 TACH 5.00% 2,000,000 $20M $10.08 +2,000,000 NEW
4 TVA 4.38% 1,750,000 $18M $10.09 +1,750,000 NEW
5 SZZLU 4.37% 1,750,000 $18M $10.05 +1,750,000 NEW
6 XRPNU 3.80% 1,500,000 $15M $10.21 +1,500,000 NEW
7 CGCT 3.73% 1,500,000 $15M $10.02 +1,500,000 NEW
8 SDHIU 3.52% 1,374,599 $14M $10.31 +1,374,599 NEW
9 DAAQU 3.25% 1,250,000 $13M $10.48 +1,250,000 NEW
10 IPCXU 3.16% 1,250,000 $13M $10.19 +1,250,000 NEW
11 RAAQU 3.15% 1,250,000 $13M $10.15 +1,250,000 NEW
12 GSHRU 2.99% 1,200,000 $12M $10.04 +1,200,000 NEW
13 BACCU 2.99% 1,200,000 $12M $10.04 +1,200,000 NEW
14 ANSC 2.69% 1,000,000 $11M $10.85 +1,000,000 NEW
15 CCCXU 2.56% 1,000,000 $10M $10.30 +1,000,000 NEW
16 RDAGU 2.55% 1,000,000 $10M $10.26 +1,000,000 NEW
17 TVAIU 2.52% 1,000,000 $10M $10.16 +1,000,000 NEW
18 NHIC 2.47% 1,000,000 $10M $9.95 +1,000,000 NEW
19 WENNU 2.10% 800,000 $8M $10.57 +800,000 NEW
20 TACO 2.07% 800,000 $8M $10.42 +800,000 NEW
21 VCIC 1.94% 750,000 $8M $10.40 +750,000 NEW
22 COPL 1.87% 750,000 $8M $10.07 +750,000 NEW
23 ALDF 1.82% 699,234 $7M $10.49 $1M +73,434 +11.7%
24 EGHAU 1.77% 700,000 $7M $10.19 +700,000 NEW
25 SVCC 1.67% 675,179 $7M $9.99
26 AXINU 1.63% 650,000 $7M $10.09 +650,000 NEW
27 TDAC 1.62% 635,399 $7M $10.27 $121K
28 PCAPU 1.60% 600,000 $6M $10.72 +600,000 NEW
29 JACS 1.53% 600,000 $6M $10.30 $2M +200,000 +50.0%
30 OBAWU 1.49% 600,000 $6M $10.01 +600,000 NEW
31 PACH 1.49% 600,000 $6M $10.01 +600,000 NEW
32 CYBR 1.48% 14,700 $6M $406.88 +14,700 NEW
33 CCIR 1.35% 497,116 $5M $10.97 -$152K -2,884 -0.6%
34 CEPO 1.33% 450,000 $5M $11.90 -$8M -818,007 -64.5%
35 MLAC 1.27% 500,000 $5M $10.26 $105K
36 IREN 1.27% 349,879 $5M $14.57 $4M +195,200 +126.2%
37 KCHVU 1.26% 500,000 $5M $10.18 +500,000 NEW
38 CAEP 1.11% 425,000 $4M $10.55 +425,000 NEW
39 RTACU 0.88% 300,000 $4M $11.80 +300,000 NEW
40 CEPT 0.82% 300,000 $3M $11.03 +300,000 NEW
41 CCIX 0.52% 200,000 $2M $10.52 -$54K
42 ARAY 0.51% 1,500,000 $2M $1.37 +1,500,000 NEW
43 IPEX 0.31% 125,000 $1M $10.09 +125,000 NEW
44 PMTRU 0.26% 100,000 $1M $10.55 +100,000 NEW
45 IBAC 0.26% 100,000 $1M $10.47 $18K
46 MIR 0.23% 42,998 $926K $21.53 +42,998 NEW
47 CHACU 0.13% 1,980,000 $535K $0.27 +1,980,000 NEW
48 BBAI-WT 0.12% 200,000 $480K $2.40 $316K
49 BTDR 0.08% 29,800 $342K $11.48 -$839K -104,000 -77.7%
50 KFIIR 0.08% 2,000,000 $319K $0.16 +2,000,000 NEW
51 TACOW 0.08% 400,000 $318K $0.80 +400,000 NEW
52 TVACW 0.06% 875,000 $236K $0.27 +875,000 NEW
53 IMSRW 0.05% 87,500 $206K $2.35 $145K
54 FLYY 0.05% 37,241 $186K $4.99 +37,241 NEW
55 ALDFW 0.04% 312,900 $163K $0.52 $69K
56 NHICW 0.03% 400,000 $130K $0.33 +400,000 NEW
57 GCMGW 0.03% 200,902 $129K $0.64 -$221K
58 CCIXW 0.01% 50,000 $48K $0.95 $8K
59 ENGNW 0.01% 55,243 $45K $0.82 $12K
60 DRTSW 0.01% 150,000 $36K $0.24 $375
61 IPEXR 0.01% 125,000 $34K $0.27 +125,000 NEW
62 RSVRW 0.01% 25,000 $31K $1.25
63 JSPRW 0.01% 250,000 $31K $0.12 -$5K
64 GRRRW 0.01% 37,500 $30K $0.80 -$11K
65 KVACW 0.01% 513,600 $28K $0.05 $11K
66 EVLVW 0.01% 50,000 $28K $0.55 $19K
67 ADSEW 0.01% 12,500 $25K $1.97 -$19K
68 NETDW 0.01% 50,000 $24K $0.48 $4K
69 BAERW 0.01% 274,854 $21K $0.08 $7K
70 FBYDW 0.01% 24,900 $20K $0.81 -$5K
71 BGLWW —% 100,000 $19K $0.19 +100,000 NEW
72 ZEOWW —% 250,000 $16K $0.06 $2K
73 CLSKW —% 37,500 $16K $0.43 $9K
74 PETWW —% 990,000 $16K $0.02 $3K
75 NVNIW —% 250,000 $13K $0.05 $6K
76 PGYWW —% 66,666 $11K $0.17 $2K
77 CXAIW —% 150,000 $11K $0.07 -$9K
78 KIDZW —% 75,000 $10K $0.13 +75,000 NEW
79 PDYNW —% 24,900 $9K $0.38 $3K
80 DAICW —% 112,500 $9K $0.08 +112,500 NEW
81 TVGNW —% 125,000 $9K $0.07 $2K
82 CSLRW —% 24,072 $8K $0.33 $3K
83 RBOT-WT —% 250,000 $7K $0.03 -$575
84 LIDRW —% 74,249 $6K $0.09 $2K
85 SPKLW —% 25,000 $5K $0.19 $1K
86 ABPWW —% 200,000 $4K $0.02 -$960
87 IBACR —% 100,000 $4K $0.04 -$3K
88 LOTWW —% 33,333 $4K $0.11 -$573
89 VEEAW —% 20,000 $3K $0.14 $1K
90 ANGHW —% 200,000 $2K $0.01 -$240
91 BENFW —% 300,000 $2K $0.01 -$120
92 COCHW —% 50,000 $2K $0.04 $115
93 SWVLW —% 100,000 $2K $0.02 $140
94 UWMC-WT —% 20,560 $1K $0.07 -$2K
95 XBPEW —% 25,000 $1K $0.05 $193
96 BZFDW —% 16,666 $1K $0.08 $426
97 SDSTW —% 49,432 $1K $0.03 -$2K
98 TOIIW —% 25,000 $1K $0.05 $606
99 BNZIW —% 50,000 $1K $0.02 $70
100 CEROW —% 50,000 $1K $0.02 $465

New Positions

SymbolValue% Port
CHAC $22M 5.40%
GTEN $20M 5.09%
TACH $20M 5.00%
TVA $18M 4.38%
SZZLU $18M 4.37%
XRPNU $15M 3.80%
CGCT $15M 3.73%
SDHIU $14M 3.52%
DAAQU $13M 3.25%
IPCXU $13M 3.16%
RAAQU $13M 3.15%
GSHRU $12M 2.99%
BACCU $12M 2.99%
ANSC $11M 2.69%
CCCXU $10M 2.56%

Sold Out Positions

SymbolValue% Port
ITGR —%
GRPN —%
ATIIU —%
KFIIU —%
SATLW —%
NHICU —%
LOKVU —%
IPEXU —%
FERAU —%
HVIIU —%
ZCARW —%
ML-WT —%
View SEC EDGAR Filings for TENOR CAPITAL MANAGEMENT Co., L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms