§ 13F · FUND PROFILE
TORNO CAPITAL, LLC.
AUM · $3.5B (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.5B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.77M | $554M | 16.0% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 2.42M | $485M | 14.0% | — |
| 3 | MSFT | MICROSOFT CORP | 870K | $325M | 9.4% | NEW |
| 4 | MSFT | MICROSOFT CORP | 870K | $325M | 9.4% | — |
| 5 | GOOG | ALPHABET INC | 830K | $293M | 8.5% | +532% |
| 6 | GOOG | ALPHABET INC | 750K | $265M | 7.6% | — |
| 7 | AMZN | AMAZON COM INC | 1.00M | $238M | 6.9% | NEW |
| 8 | AMZN | AMAZON COM INC | 1.00M | $238M | 6.9% | — |
| 9 | EWY | ISHARES INC | 546K | $110M | 3.2% | NEW |
| 10 | MMM | 3M CO | 467K | $76M | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TORNO SIGNAL
AC read
TORNO CAPITAL, LLC is a Other fund managing $3.5 billion in assets. The fund runs a portfolio of 74 positions.
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