TORNO CAPITAL, LLC
CIK 1974312
13F filing for Q2 2026・No. 1,174
- Holdings
- US$3.47B
- Quarter change
- +US$1.99B
- Entries
- 74
- Net bought (estimate)
- +US$941.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 16
- Cut 3
- Added 1
- Corporate actions 0
- Unchanged 0
Largest holdings
31 stocks worth US$1.45B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | New | 2,425,000 | US$485.22M | 33.46% |
| MSFTMicrosoftCOM | New | 870,000 | US$324.53M | 22.38% |
| GOOGALPHABET INCCAP STK CL C | Added | 830,000 | US$293.26M | 20.22% |
| AMZNAmazonCOM | New | 1,000,000 | US$238.34M | 16.43% |
| TSMTSMC ADRSPONSORED ADS | New | 100,000 | US$47.76M | 3.29% |
| AAPLAppleCOM | New | 100,000 | US$28.94M | 2.00% |
| METAMetaCL A | New | 30,000 | US$16.9M | 1.17% |
| TORTOISE ENERGY INFRSTRCTR CCOM | New | 130,000 | US$5.57M | 0.38% |
| XOMA ROYALTY CORPORATIONCOM NEW | New | 80,000 | US$3.4M | 0.23% |
| EA SERIES TRUSTALPHA ARCH 1-3 | New | 22,880 | US$2.68M | 0.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.