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TENOR CAPITAL MANAGEMENT Co., L.P.

Q3 2025 · Filed 2025-11-14
Market Value
$515M
+27.9%
Holdings
138
+21
New Purchases
33
Added To
2
Closed
19
Reduced
4
Top 10 Concentration
33.7%
Turnover
37.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XRPN 3.04% 0.00% +3.04% $16M
DMIIU 2.90% 0.00% +2.90% $15M
CCIX 2.92% 0.52% +2.40% $15M
BACC 2.33% 0.00% +2.33% $12M
BDCIU 2.21% 0.00% +2.21% $11M
MBVIU 2.16% 0.00% +2.16% $11M
IPODU 1.96% 0.00% +1.96% $10M
TVAIR 1.95% 0.00% +1.95% $10M
BLUW 1.94% 0.00% +1.94% $10M
LWACU 1.93% 0.00% +1.93% $10M
CEPF 1.88% 0.00% +1.88% $10M
WENN 1.57% 0.00% +1.57% $8M
TLNCU 1.56% 0.00% +1.56% $8M
IREN 2.63% 1.27% +1.36% $14M
LATAU 1.16% 0.00% +1.16% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XRPNU 0.00% 3.80% -3.80% $0
BACCU 0.00% 2.99% -2.99% $0
CCCXU 0.00% 2.56% -2.56% $0
TVAIU 0.00% 2.52% -2.52% $0
WENNU 0.00% 2.10% -2.10% $0
EGHAU 0.00% 1.77% -1.77% $0
AXINU 0.00% 1.63% -1.63% $0
PCAPU 0.00% 1.60% -1.60% $0
OBAWU 0.00% 1.49% -1.49% $0
PACH 0.00% 1.49% -1.49% $0
CYBR 0.00% 1.48% -1.48% $0
CCIR 0.00% 1.35% -1.35% $0
KCHVU 0.00% 1.26% -1.26% $0
CHAC 4.25% 5.40% -1.15% $22M
GTEN 3.96% 5.09% -1.12% $20M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $14M 2.6%
Mid Cap 5 $6M 1.2%
Small Cap 40 $284M 55.2%
Micro Cap 91 $211M 41.0%

Portfolio Analytics

Avg Market Cap
$641M
Median Market Cap
$217M
Avg P/E
48.2
Median P/E
36.6
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
138
# ETFs / Funds
0

Top Holdings (138 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CHAC 4.25% 2,160,000 $22M $10.14 $151K
2 GTEN 3.96% 2,000,000 $20M $10.21 -$80K
3 TACH 3.93% 2,000,000 $20M $10.12 $80K
4 TVA 3.64% 1,750,000 $19M $10.71 $1M
5 SZZLU 3.42% 1,750,000 $18M $10.08 $52K
6 XRPN 3.04% 1,500,000 $16M $10.43 +1,500,000 NEW
7 CGCT 2.92% 1,500,000 $15M $10.05 $38K
8 CCIX 2.92% 1,437,500 $15M $10.48 $13M +1,237,500 +618.8%
9 DMIIU 2.90% 1,500,000 $15M $9.95 +1,500,000 NEW
10 SDHIU 2.75% 1,374,599 $14M $10.30 -$14K
11 IREN 2.63% 288,579 $14M $46.93 $8M -61,300 -17.5%
12 VCIC 2.62% 1,259,245 $13M $10.71 $6M +509,245 +67.9%
13 DAAQU 2.47% 1,250,000 $13M $10.19 -$362K
14 RAAQU 2.46% 1,250,000 $13M $10.13 -$25K
15 IPCXU 2.44% 1,250,000 $13M $10.07 -$150K
16 GSHRU 2.36% 1,200,000 $12M $10.15 $128K
17 BACC 2.33% 1,200,000 $12M $9.99 +1,200,000 NEW
18 BDCIU 2.21% 1,125,000 $11M $10.10 +1,125,000 NEW
19 MBVIU 2.16% 1,100,000 $11M $10.12 +1,100,000 NEW
20 ANSC 2.12% 1,000,000 $11M $10.91 $60K
21 RDAGU 1.98% 1,000,000 $10M $10.21 -$50K
22 NHIC 1.98% 1,000,000 $10M $10.18 $230K
23 IPODU 1.96% 1,000,000 $10M $10.11 +1,000,000 NEW
24 TVAIR 1.95% 1,000,000 $10M $10.04 +1,000,000 NEW
25 BLUW 1.94% 1,000,000 $10M $9.97 +1,000,000 NEW
26 LWACU 1.93% 1,000,000 $10M $9.95 +1,000,000 NEW
27 CEPF 1.88% 950,000 $10M $10.19 +950,000 NEW
28 TACO 1.61% 800,000 $8M $10.40 -$16K
29 WENN 1.57% 800,000 $8M $10.12 +800,000 NEW
30 TLNCU 1.56% 800,000 $8M $10.05 +800,000 NEW
31 COPL 1.47% 750,000 $8M $10.11 $30K
32 ALDF 1.42% 699,234 $7M $10.45 -$28K
33 SVCC 1.35% 675,179 $7M $10.30 $209K
34 TDAC 1.28% 635,399 $7M $10.35 $51K
35 JACS 1.21% 600,000 $6M $10.38 $48K
36 LATAU 1.16% 600,000 $6M $9.98 +600,000 NEW
37 OBA 1.16% 600,000 $6M $9.96 +600,000 NEW
38 AEXA 1.09% 513,755 $6M $10.93 +513,755 NEW
39 MLAC 1.00% 500,000 $5M $10.30 $20K
40 OTGA 0.98% 500,000 $5M $10.07 +500,000 NEW
41 KCHV 0.97% 500,000 $5M $10.03 +500,000 NEW
42 HVMCU 0.97% 500,000 $5M $10.01 +500,000 NEW
43 CHEC 0.97% 500,000 $5M $9.98 +500,000 NEW
44 CCCX 0.92% 370,000 $5M $12.86 +370,000 NEW
45 CAEP 0.85% 425,000 $4M $10.32 -$98K
46 BXP 0.81% 56,200 $4M $74.34 +56,200 NEW
47 CEPO 0.75% 367,176 $4M $10.46 -$2M -82,824 -18.4%
48 KOYNU 0.69% 350,000 $4M $10.10 +350,000 NEW
49 BCSS 0.69% 350,000 $4M $10.09 +350,000 NEW
50 FCRS 0.62% 300,000 $3M $10.60 +300,000 NEW
51 CEPT 0.61% 300,000 $3M $10.51 -$156K
52 FIGXU 0.58% 300,000 $3M $9.99 +300,000 NEW
53 RTACU 0.42% 200,000 $2M $10.91 -$1M -100,000 -33.3%
54 WOLF 0.36% 64,515 $2M $28.60 +64,515 NEW
55 ARAY 0.32% 1,000,000 $2M $1.67 -$385K -500,000 -33.3%
56 IPEX 0.25% 125,000 $1M $10.24 $19K
57 IBAC 0.20% 100,000 $1M $10.52 $5K
58 CHPGU 0.20% 100,000 $1M $10.07 +100,000 NEW
59 TVACW 0.19% 875,000 $962K $1.10 $726K
60 CHACU 0.12% 1,980,000 $614K $0.31 $79K
61 BBAI-WT 0.08% 200,000 $424K $2.12 -$56K
62 KFIIR 0.06% 2,000,000 $300K $0.15 -$19K
63 TACOW 0.05% 400,000 $268K $0.67 -$50K
64 WENNW 0.04% 400,000 $224K $0.56 +400,000 NEW
65 ALDFW 0.03% 312,900 $169K $0.54 $6K
66 NHICW 0.03% 400,000 $144K $0.36 $14K
67 GCMGW 0.02% 200,902 $107K $0.53 -$22K
68 LWACW 0.02% 500,000 $96K $0.19 +500,000 NEW
69 IPEXR 0.01% 125,000 $75K $0.60 $41K
70 PACHW 0.01% 300,000 $66K $0.22 +300,000 NEW
71 KDKRW 0.01% 50,000 $53K $1.07 +50,000 NEW
72 DRTSW 0.01% 150,000 $52K $0.35 $16K
73 CCIIU 0.01% 50,000 $48K $0.95 +50,000 NEW
74 BGLWW 0.01% 100,000 $46K $0.46 $27K
75 FBYDW 0.01% 24,900 $42K $1.68 $22K
76 ENGNW 0.01% 55,243 $39K $0.71 -$6K
77 CCIXW 0.01% 50,000 $39K $0.78 -$9K
78 EVLVW 0.01% 50,000 $36K $0.73 $9K
79 PGYWW 0.01% 66,666 $33K $0.50 $22K
80 KVACW 0.01% 513,600 $31K $0.06 $3K
81 GRRRW —% 37,500 $23K $0.62 -$7K
82 RSVRW —% 25,000 $22K $0.88 -$9K
83 BAERW —% 274,854 $21K $0.08 -$137
84 JSPRW —% 250,000 $20K $0.08 -$11K
85 CLSKW —% 37,500 $18K $0.48 $2K
86 NVNIW —% 250,000 $18K $0.07 $5K
87 DAICW —% 112,500 $17K $0.15 $8K
88 YOUL —% 10,000 $17K $1.69 +10,000 NEW
89 SPKLW —% 25,000 $15K $0.60 $10K
90 ADSEW —% 12,500 $14K $1.12 -$11K
91 NETDW —% 50,000 $14K $0.28 -$10K
92 ZEOWW —% 250,000 $14K $0.06 -$2K
93 LIDRW —% 74,249 $14K $0.18 $7K
94 CXAIW —% 150,000 $10K $0.07 -$690
95 IBACR —% 100,000 $8K $0.08 $4K
96 TVGNW —% 125,000 $7K $0.06 -$2K
97 CSLRW —% 24,072 $6K $0.27 -$1K
98 KIDZW —% 75,000 $6K $0.08 -$4K
99 RBOT-WT —% 250,000 $5K $0.02 -$2K
100 PDYNW —% 24,900 $5K $0.20 -$4K

New Positions

SymbolValue% Port
XRPN $16M 3.04%
DMIIU $15M 2.90%
BACC $12M 2.33%
BDCIU $11M 2.21%
MBVIU $11M 2.16%
IPODU $10M 1.96%
TVAIR $10M 1.95%
BLUW $10M 1.94%
LWACU $10M 1.93%
CEPF $10M 1.88%
WENN $8M 1.57%
TLNCU $8M 1.56%
LATAU $6M 1.16%
OBA $6M 1.16%
AEXA $6M 1.09%

Sold Out Positions

SymbolValue% Port
KCHVU —%
BTDR —%
IMSRW —%
PCAPU —%
PACH —%
PMTRU —%
BACCU —%
TVAIU —%
XRPNU —%
MIR —%
AXINU —%
WENNU —%
EGHAU —%
OBAWU —%
CYBR —%
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