account_balance
Investment manager · 13F filer · SEC CIK 1974312
Torno Capital, LLC
Reported value$1.45Bas of Jun 30, 2026
Positions31 27 new, 13 sold out
Top 10 weight99.7%NVDA alone is 33%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
33.5%New
MSFTMicrosoft Corp
22.4%New
GOOGAlphabet Inc.
20.2%Added +232%
AMZNAmazon.com Inc
16.4%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%
AAPL2.0%METATYGNVDANVIDIA Corp
33.5%New
MSFTMicrosoft Corp
22.4%New
GOOGAlphabet Inc.
20.2%Added +232%
AMZNAmazon.com Inc
16.4%New
TSM3.3%METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 33.5% NewMSFT Microsoft Corp 22.4% NewGOOG Alphabet Inc. 20.2% Added +232%AMZN Amazon.com Inc 16.4% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 3.3% NewAAPL Apple Inc. 2.0% NewMETA Meta Platforms, Inc. 1.2% NewTYG Tortoise Energy Infrastructure Corp 0.4% New
XOMA Xoma Royalty Corporation 0.2% New
BOXX Ea Series Trust 0.2% New
CVS CVS Health Corp 0.1% NewBRUNW Boost Run Inc 0.0% New
What changed
Biggest moves since Mar 31, 2026
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