Troluce Capital Advisors LLC
Net seller this quarter
$971M
12
-$851M
27.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMTM | $73.7M | 7.59% | 1.46% | +256.5% | Q1 2026 |
 ECHO | $55.2M | 5.68% | 1.14% | -9.4% | Q3 2025 |
 MLYS | $46.6M | 4.80% | 1.96% | +163.9% | Q1 2026 |
 MIR | $27.6M | 2.84% | 8.21% | +2.6% | Q2 2025 |
 AEIS | $24.2M | 2.50% | 0.16% | New | Q2 2026 |
 STOK | $16.2M | 1.67% | 0.80% | -24.0% | Q1 2026 |
 GD | $9.65M | 0.99% | 0.01% | New | Q2 2026 |
 Q | $4.92M | 0.51% | 0.01% | New | Q2 2026 |
 HON | $3.74M | 0.39% | 0.01% | Not reported | Q3 2025 |
 QXO | $3.46M | 0.36% | 0.03% | New | Q2 2026 |
 INIO | $1.48M | 0.15% | 0.01% | New | Q2 2026 |
 ABVX | $133K | 0.01% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
 BATRK | $85.4M | 5.23% | Not reported | +274.9% | Q4 2024 |
| ECHO | $70.2M | 4.31% | 1.26% | Not reported | Q3 2025 |
 COF | $55.7M | 3.41% | 0.05% | +118.1% | Q1 2024 |
 FWONK | $54.4M | 3.34% | Not reported | +326.7% | Q4 2023 |
 LYV | $50.3M | 3.09% | 0.14% | New | Q1 2026 |
 FTAI | $38M | 2.33% | 0.15% | New | Q1 2026 |
 WULF | $33.2M | 2.03% | 0.54% | New | Q1 2026 |
 APTV | $30.6M | 1.88% | 0.21% | New | Q1 2026 |
 DY | $30.5M | 1.87% | 0.30% | New | Q1 2026 |
| MIR | $27.9M | 1.71% | 8.00% | +76.5% | Q2 2025 |
 ESI | $27.7M | 1.70% | 0.33% | New | Q1 2026 |
 CRBG | $27.1M | 1.66% | 0.25% | New | Q1 2026 |
 ETN | $26.8M | 1.64% | 0.02% | New | Q1 2026 |
| AMTM | $26.1M | 1.60% | 0.41% | New | Q1 2026 |
 CORZ | $25.4M | 1.56% | 0.54% | Not reported | Q1 2024 |
 VST | $23.8M | 1.46% | 0.05% | New | Q1 2026 |
 ASND | $22.8M | 1.40% | 0.16% | Not reported | Q2 2025 |
 PNFP | $22.3M | 1.36% | 0.17% | New | Q1 2026 |
 GOOG | $21.5M | 1.32% | Not reported | Not reported | Q2 2024 |
| STOK | $21.3M | 1.30% | 1.05% | New | Q1 2026 |
 NOK | $20.1M | 1.23% | 0.04% | New | Q1 2026 |
 FLR | $18.7M | 1.14% | 0.28% | Not reported | Q2 2025 |
| MLYS | $17.7M | 1.09% | 0.79% | New | Q1 2026 |
 CIFR | $17.4M | 1.07% | 0.33% | New | Q1 2026 |
 QGEN | $14.5M | 0.89% | 0.17% | New | Q1 2026 |
 GHRS | $13.9M | 0.85% | 1.60% | +165.4% | Q1 2025 |
 NVDA | $13.1M | 0.80% | 0.00% | Not reported | Q1 2024 |
 WBD | $10.6M | 0.65% | 0.02% | New | Q1 2026 |
 BA | $9.95M | 0.61% | 0.01% | Not reported | Q3 2025 |
 LBTYA | $9.76M | 0.60% | Not reported | New | Q1 2026 |
 RYN | $8.97M | 0.55% | 0.14% | New | Q1 2026 |
| EQH | $7.42M | 0.45% | 0.07% | New | Q1 2026 |
 HUT | $7.04M | 0.43% | 0.13% | New | Q1 2026 |
 GE | $6.81M | 0.42% | 0.00% | Not reported | Q4 2023 |
 MU | $6.76M | 0.41% | 0.00% | +122.2% | Q4 2025 |
 BABA | $3.14M | 0.19% | 0.00% | New | Q1 2026 |
 ALC | $3.05M | 0.19% | 0.01% | New | Q1 2026 |
 EQPT | $3.01M | 0.18% | 0.19% | New | Q1 2026 |
 NCLH | $2.98M | 0.18% | 0.03% | New | Q1 2026 |
 IMTX | $2.46M | 0.15% | 0.19% | New | Q1 2026 |
 CCL | $2.39M | 0.15% | 0.01% | New | Q1 2026 |
 FPS | $1.61M | 0.10% | Not reported | New | Q1 2026 |
 ARI | $1.11M | 0.07% | 0.08% | New | Q1 2026 |
 ARKO | $21.5K | 0.00% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| COF | $33.9M | 21.52% | 0.02% | -26.7% | Q1 2024 |
| BATRK | $21M | 13.35% | Not reported | Not reported | Q4 2024 |
| MIR | $19.9M | 12.63% | 4.53% | Not reported | Q2 2025 |
 PRMB | $15.6M | 9.91% | 0.26% | +91.2% | Q3 2025 |
| FWONK | $14.8M | 9.37% | Not reported | +50.0% | Q4 2023 |
| HON | $9.75M | 6.19% | 0.01% | -20.0% | Q3 2025 |
 AVGO | $6.92M | 4.39% | 0.00% | Not reported | Q3 2023 |
| GHRS | $4.74M | 3.01% | 0.60% | +698.8% | Q1 2025 |
| MU | $2.57M | 1.63% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| FLR | $42.1M | 5.88% | 0.62% | -23.1% | Q2 2025 |
| COF | $40.6M | 5.68% | 0.03% | +12.8% | Q1 2024 |
 DD | $31.2M | 4.36% | 0.10% | Not reported | Q3 2023 |
| ECHO | $23.8M | 3.32% | 0.65% | New | Q3 2025 |
 AMCR | $17.6M | 2.46% | 0.09% | +59.3% | Q4 2024 |
 SARO | $17.1M | 2.38% | 0.19% | New | Q3 2025 |
| HON | $13.2M | 1.84% | 0.01% | New | Q3 2025 |
 EQIX | $11.7M | 1.64% | 0.02% | New | Q3 2025 |
 UHAL.B | $11.2M | 1.57% | Not reported | New | Q3 2025 |
| PRMB | $11.1M | 1.54% | 0.13% | New | Q3 2025 |
| FWONK | $10.4M | 1.46% | Not reported | Not reported | Q4 2023 |
 RAL | $9.84M | 1.38% | 0.20% | New | Q3 2025 |
 KDP | $8.45M | 1.18% | 0.02% | New | Q3 2025 |
 CTRI | $6.88M | 0.96% | 0.37% | New | Q3 2025 |
| ASND | $5.96M | 0.83% | 0.05% | Not reported | Q2 2025 |
 HPP | $5.52M | 0.77% | 0.53% | +48.2% | Q2 2025 |
 KVUE | $5.27M | 0.74% | 0.02% | -65.8% | Q3 2023 |
 RGLD | $5.01M | 0.70% | 0.04% | New | Q3 2025 |
 VSTS | $2.8M | 0.39% | 0.47% | +244.7% | Q2 2025 |
| BA | $1.92M | 0.27% | 0.00% | New | Q3 2025 |
| GHRS | $668K | 0.09% | 0.09% | -45.5% | Q1 2025 |