TORNO CAPITAL, LLC: 13F holdings
CIK 19743122026Q2
| Positions | 58 |
|---|
| Reported value | $3.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 58 (+21 vs prior quarter) |
|---|
| Reported value | $3.5bn (+133.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 2,425,000 | $485.2m | 14.0% |
| MSFT MICROSOFT CORP | 870,000 | $324.5m | 9.4% |
| GOOG ALPHABET INC | 830,000 | $293.3m | 8.5% |
| AMZN AMAZON COM INC | 1,000,000 | $238.3m | 6.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 100,000 | $47.8m | 1.4% |
| AAPL APPLE INC | 100,000 | $28.9m | 0.8% |
| META META PLATFORMS INC | 30,000 | $16.9m | 0.5% |
| TYG TORTOISE ENERGY INFRSTRCTR C | 130,000 | $5.6m | 0.2% |
| XOMA ROYALTY CORPORATION | 80,000 | $3.4m | 0.1% |
| BOXX EA SERIES TRUST | 22,880 | $2.7m | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1974312")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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