TORNO CAPITAL, LLC
Top Portfolio Positions
24 positions ·
$445,356,269 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
1,050,000 | $301,938,000 | 67.80% | |
| SNA |
Snap-on Inc
Industrials
|
100,000 | $36,322,000 | 8.16% | |
| WIX |
Wix.com Ltd.
Technology
|
375,000 | $33,776,250 | 7.58% | |
| ORCL |
Oracle Corp
Technology
|
200,000 | $29,422,000 | 6.61% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
15,400 | $8,888,572 | 2.00% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
17,700 | $4,079,142 | 0.92% | |
| CMC |
COMMERCIAL METALS Co
Industrials
|
64,500 | $3,962,235 | 0.89% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
136,100 | $3,522,268 | 0.79% | |
| VZ |
Verizon Communications Inc
Communication Services
|
60,700 | $3,047,140 | 0.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
55,700 | $2,715,375 | 0.61% |
Portfolio Trend
Holdings in PLRX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $441,000 | 350,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $390,400 | 320,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $193,755 | 130,916 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||