Torno Capital, LLC
$3.47B
26
41.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $485M | 13.99% | 0.01% | Not reported | Q2 2024 |
 MSFT | $325M | 9.35% | 0.01% | Not reported | Q1 2024 |
 GOOG | $293M | 8.45% | Not reported | +66.0% | Q2 2024 |
 AMZN | $238M | 6.87% | 0.01% | Not reported | Q4 2023 |
 TSM | $47.8M | 1.38% | 0.00% | New | Q2 2026 |
 AAPL | $28.9M | 0.83% | 0.00% | Not reported | Q2 2024 |
 META | $16.9M | 0.49% | Not reported | Not reported | Q2 2024 |
 TYG | $5.57M | 0.16% | Not reported | New | Q2 2026 |
| XOMA | $3.4M | 0.10% | 0.64% | New | Q2 2026 |
 CVS | $2.07M | 0.06% | 0.00% | New | Q2 2026 |
 BRUNW | $415K | 0.01% | Not reported | New | Q2 2026 |
 EMPD | $413K | 0.01% | 0.41% | -77.7% | Q3 2025 |
 PLRX | $401K | 0.01% | 0.57% | -49.8% | Q3 2025 |
 CVV | $223K | 0.01% | 0.43% | New | Q2 2026 |
 RGTIW | $42.5K | 0.00% | Not reported | New | Q2 2026 |
 OPTU | $35.7K | 0.00% | 0.01% | New | Q2 2026 |
 MOBBW | $32.2K | 0.00% | Not reported | New | Q2 2026 |
 LFTO | $12K | 0.00% | 0.00% | New | Q2 2026 |
 DRTSW | $11.2K | 0.00% | Not reported | New | Q2 2026 |
| RGTI | $4.12K | 0.00% | 0.00% | New | Q2 2026 |
| BBCQ | $3.1K | 0.00% | Not reported | New | Q2 2026 |
| ORGN | $1.78K | 0.00% | Not reported | New | Q2 2026 |
 SXTPW | $1.43K | 0.00% | Not reported | -50.0% | Q4 2023 |
 AACPW | $450 | 0.00% | Not reported | New | Q2 2026 |
 MGN | $76 | 0.00% | 0.00% | New | Q2 2026 |
 PCT | $8 | 0.00% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOGL | $230M | 15.51% | 0.01% | +113.3% | Q4 2023 |
| GOOG | $143M | 9.67% | Not reported | Not reported | Q2 2024 |
 WIX | $40.5M | 2.73% | 0.82% | Not reported | Q4 2024 |
 ORCL | $29.4M | 1.98% | 0.01% | New | Q1 2026 |
| EMPD | $2.2M | 0.15% | 1.77% | -69.4% | Q3 2025 |
| ACLX | $1.67M | 0.11% | 0.02% | Not reported | Q3 2024 |
| CNTA | $1.59M | 0.11% | 0.03% | New | Q1 2026 |
 CMC | $1.23M | 0.08% | 0.02% | New | Q1 2026 |
| PLRX | $882K | 0.06% | 1.13% | +9.4% | Q3 2025 |
| KZR | $719K | 0.05% | 1.31% | +142.4% | Q4 2025 |
 VZ | $502K | 0.03% | 0.00% | New | Q1 2026 |
 CCL | $388K | 0.03% | 0.00% | New | Q1 2026 |
 OPENL | $36.9K | 0.00% | Not reported | +200.0% | Q4 2025 |
| SXTPW | $4.73K | 0.00% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| GOOGL | $117M | 8.19% | 0.00% | -47.9% | Q4 2023 |
 SIL | $12.5M | 0.87% | Not reported | New | Q4 2025 |
| EMPD | $7.76M | 0.54% | 5.03% | +347.4% | Q3 2025 |
 SLVR | $4.36M | 0.30% | Not reported | New | Q4 2025 |
 BLK | $3.75M | 0.26% | 0.00% | New | Q4 2025 |
 SBET | $2.96M | 0.21% | 0.17% | New | Q4 2025 |
| THS | $2.59M | 0.18% | 0.22% | New | Q4 2025 |
 PSKY | $1.61M | 0.11% | 0.01% | -52.9% | Q3 2025 |
 IREN | $1.25M | 0.09% | 0.01% | +18.6% | Q3 2025 |
| PLRX | $781K | 0.05% | 1.04% | +144.4% | Q3 2025 |
 BBIO | $382K | 0.03% | 0.00% | New | Q4 2025 |
| GBIO | $284K | 0.02% | 0.74% | New | Q4 2025 |
| KZR | $252K | 0.02% | 0.55% | New | Q4 2025 |
 WULF | $115K | 0.01% | 0.00% | New | Q4 2025 |
| OPENL | $26K | 0.00% | Not reported | New | Q4 2025 |
| OPENW | $9K | 0.00% | Not reported | New | Q4 2025 |
| SXTPW | $5.92K | 0.00% | Not reported | Not reported | Q4 2023 |
| Q3 2025 | |||||
| GOOG | $241M | 6.88% | Not reported | +27.7% | Q2 2024 |
| GOOGL | $175M | 4.99% | 0.01% | Not reported | Q4 2023 |
 UNH | $34.5M | 0.98% | 0.01% | New | Q3 2025 |
| PSKY | $4.82M | 0.14% | 25500.00% | New | Q3 2025 |
 NVDL | $4.68M | 0.13% | Not reported | Not reported | Q4 2024 |
 ETHA | $3.47M | 0.10% | 0.03% | New | Q3 2025 |
| EMPD | $2.86M | 0.08% | 0.90% | New | Q3 2025 |
 HOOD | $1.43M | 0.04% | 0.00% | New | Q3 2025 |
| IREN | $1.31M | 0.04% | Not reported | New | Q3 2025 |
| MURA | $704K | 0.02% | 1.96% | New | Q3 2025 |
| PLRX | $388K | 0.01% | 0.43% | New | Q3 2025 |
 AIFC | $364K | 0.01% | 0.11% | New | Q3 2025 |
| SCPH | $340K | 0.01% | 0.11% | New | Q3 2025 |
 MIR | $298K | 0.01% | 0.07% | New | Q3 2025 |
 AGIO | $201K | 0.01% | 0.01% | New | Q3 2025 |
 ZETA | $99.4K | 0.00% | Not reported | Not reported | Q1 2024 |
 ALAB | $97.9K | 0.00% | 0.00% | New | Q3 2025 |
| LVTX | $46.8K | 0.00% | 0.11% | New | Q3 2025 |
 KINS | $44.1K | 0.00% | 0.02% | -50.0% | Q2 2025 |
| SXTPW | $3.49K | 0.00% | Not reported | Not reported | Q4 2023 |