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TORNO CAPITAL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TORNO CAPITAL, LLC
报告期 2026-03-31 · CIK 0001974312
持仓数
45
前50大市值合计
$725.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 71
增持 20
减持 15
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$199.2M
1,491,000
+706%
建仓
BKNG
BOOKING HOLDINGS INC
+$163.3M
45,000
增持
CAT
CATERPILLAR INC
+$162.0M
479,700
+929%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
MSFT
MICROSOFT CORP
+$155.7M
370,000
减持
URNM
SPROTT FDS TR
-$79.8M
26,209
-98%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.5M
153,400
建仓
MELI
MERCADOLIBRE INC
+$55.9M
37,000
建仓
ULTA
ULTA BEAUTY INC
+$47.1M
90,000
建仓
DLTR
DOLLAR TREE INC
+$47.0M
353,000
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$46.7M
150,000
减持
—
SPOTIFY TECHNOLOGY S A
-$42.4M
61,400
-80%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$39.6M
435,400
增持
REGN
REGENERON PHARMACEUTICALS
+$37.5M
46,700
+449%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$32.2M
98,050
+352%
减持
URA
GLOBAL X FDS
-$23.9M
18,100
-98%
建仓
—
EXXON MOBIL CORP
+$23.6M
202,800
建仓
LNG
CHENIERE ENERGY INC
+$21.3M
131,800
建仓
—
SUPER MICRO COMPUTER INC
+$20.2M
20,000
清仓
EWY
ISHARES INC
-$17.7M
0
-100%
建仓
CMI
CUMMINS INC
+$17.2M
58,400
建仓
LMT
LOCKHEED MARTIN CORP
+$16.4M
36,000
清仓
CL
COLGATE PALMOLIVE CO
-$15.9M
0
-100%
建仓
PFE
PFIZER INC
+$15.4M
555,000
建仓
DGRO
ISHARES TR
+$13.9M
239,700
增持
AVDX
AVIDXCHANGE HOLDINGS INC
+$12.3M
1,028,800
+929%
增持
VKTX
VIKING THERAPEUTICS INC
+$11.1M
151,000
+126%
清仓
—
BLACKROCK INC
-$10.8M
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$9.7M
0
-100%
增持
—
JOHNSON CTLS INTL PLC
+$8.7M
198,100
+171%
增持
CAG
CONAGRA BRANDS INC
+$8.5M
463,700
+152%
清仓
INCY
INCYTE CORP
-$8.1M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$7.8M
20,000
增持
JNJ
JOHNSON & JOHNSON
+$7.8M
65,600
+295%
清仓
O
REALTY INCOME CORP
-$7.8M
0
-100%
建仓
RGEN
REPLIGEN CORP
+$7.7M
42,000
建仓
WELL
WELLTOWER INC
+$7.3M
77,600
建仓
BHC
BAUSCH HEALTH COS INC
+$6.9M
652,600
清仓
TFC
TRUIST FINL CORP
-$6.5M
0
-100%
建仓
LRN
STRIDE INC
+$6.3M
100,000
增持
EXEL
EXELIXIS INC
+$6.1M
456,200
+130%
建仓
DHR
DANAHER CORPORATION
+$5.8M
23,200
清仓
EWJ
ISHARES INC
-$5.3M
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$5.0M
25,000
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$5.0M
36,000
减持
RIO
RIO TINTO PLC
-$4.9M
41,900
-59%
建仓
QCOM
QUALCOMM INC
+$4.5M
26,700
清仓
—
PIONEER NAT RES CO
-$4.4M
0
-100%
清仓
AMZN
AMAZON COM INC
-$4.3M
0
-100%
清仓
URNJ
SPROTT FDS TR
-$4.3M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$4.2M
125,000
+67%
增持
PSN
PARSONS CORP DEL
+$4.1M
65,000
+225%
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$4.1M
60,000
减持
—
UNITED STATES STL CORP
-$4.0M
129,000
-32%
建仓
CVNA
CARVANA CO
+$4.0M
45,000
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$3.8M
100,000
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG
+$3.8M
90,000
增持
HWM
HOWMET AEROSPACE INC
+$3.6M
63,300
+380%
清仓
PII
POLARIS INC
-$3.6M
0
-100%
清仓
CVX
CHEVRON CORP
-$3.6M
0
-100%
清仓
ANF
ABERCROMBIE & FITCH CO
-$3.5M
0
-100%
减持
—
BLUEPRINT MEDICINES CORP
-$3.4M
12,000
-75%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$3.3M
0
-100%
建仓
UNP
UNION PAC CORP
+$3.2M
13,100
建仓
PRIM
PRIMORIS SVCS CORP
+$3.2M
74,500
建仓
—
NUVEI CORPORATION SUB VTG
+$3.1M
96,600
增持
—
ENDEAVOR GROUP HLDGS INC
+$3.0M
156,200
+263%
清仓
—
KARUNA THERAPEUTICS INC
-$2.9M
0
-100%
减持
BC
BRUNSWICK CORP
-$2.8M
6,100
-83%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$2.8M
65,000
建仓
—
GUESS INC
+$2.8M
89,300
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$2.8M
0
-100%
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$2.7M
0
-100%
清仓
SKY
SKYLINE CHAMPION CORPORATION
-$2.7M
0
-100%
建仓
—
QIAGEN NV
+$2.7M
62,100
增持
FND
FLOOR & DECOR HLDGS INC
+$2.7M
22,600
+804%
建仓
PSA
PUBLIC STORAGE
+$2.6M
9,000
建仓
ALL
ALLSTATE CORP
+$2.6M
15,000
建仓
VCEL
VERICEL CORP
+$2.5M
48,300
增持
—
CRISPR THERAPEUTICS AG
+$2.4M
45,000
+337%
清仓
—
AERCAP HOLDINGS NV
-$2.4M
0
-100%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$2.4M
0
-100%
清仓
—
ELASTIC N V
-$2.3M
0
-100%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$2.3M
70,000
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$2.2M
15,000
建仓
ACA
ARCOSA INC
+$2.2M
25,700
建仓
—
ASCENDIS PHARMA A/S
+$2.2M
14,500
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$2.1M
100
-100%
增持
—
DISCOVER FINL SVCS
+$2.1M
16,500
+11602%
建仓
ACI
ALBERTSONS COS INC
+$2.1M
100,000
增持
—
LIVANOVA PLC
+$2.1M
40,000
+1190%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$2.0M
50,000
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$2.0M
55,000
建仓
NN
NEXTNAV INC
+$2.0M
300,000
建仓
HEI
HEICO CORP
+$1.9M
10,000
增持
PHIN
PHINIA INC
+$1.9M
69,400
+178%
清仓
GTLS
CHART INDS INC
-$1.9M
0
-100%
建仓
CSCO
CISCO SYS INC
+$1.8M
36,000
建仓
COP
CONOCOPHILLIPS
+$1.8M
14,100
建仓
PWR
QUANTA SVCS INC
+$1.8M
6,800
减持
BAX
BAXTER INTL INC
-$1.8M
41,500
-55%
清仓
CNMD
CONMED CORP
-$1.8M
0
-100%
建仓
DOW
DOW INC
+$1.7M
29,200
清仓
CDW
CDW CORP
-$1.7M
0
-100%
建仓
GH
GUARDANT HEALTH INC
+$1.6M
77,600
减持
TDS
TELEPHONE & DATA SYS INC
-$1.6M
93,000
-44%
减持
—
AXONICS INC
-$1.5M
17,500
-60%
清仓
FDX
FEDEX CORP
-$1.5M
0
-100%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$1.5M
50,400
减持
—
IMMATICS N.V
-$1.5M
4,000
-97%
清仓
RVMD
REVOLUTION MEDICINES INC
-$1.4M
0
-100%
清仓
TFII
TFI INTL INC
-$1.4M
0
-100%
建仓
WGO
WINNEBAGO INDS INC
+$1.4M
19,000
清仓
FLR
FLUOR CORP
-$1.4M
0
-100%
建仓
EXAS
EXACT SCIENCES CORP
+$1.3M
19,500
建仓
ATEC
ALPHATEC HLDGS INC
+$1.3M
95,000
清仓
—
BRIACELL THERAPEUTICS CORP
-$1.3M
0
-100%
建仓
—
FERROGLOBE PLC
+$1.3M
255,000
清仓
IMVT
IMMUNOVANT INC
-$1.3M
0
-100%
清仓
VICI
VICI PPTYS INC
-$1.3M
0
-100%
清仓
AD
UNITED STATES CELLULAR CORP
-$1.2M
0
-100%
建仓
KRYS
KRYSTAL BIOTECH INC
+$1.2M
6,500
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$1.1M
6,500
建仓
PM
PHILIP MORRIS INTL INC
+$1.1M
12,200
建仓
—
MEDTRONIC PLC
+$1.1M
12,600
减持
—
SPIRIT AIRLS INC
-$1.1M
24,900
-66%
清仓
DG
DOLLAR GEN CORP
-$1.1M
0
-100%
清仓
—
APELLIS PHARMACEUTICALS INC
-$1.0M
0
-100%
增持
COR
CENCORA INC
+$1.0M
18,000
+10%
减持
FLNA
CASSAVA SCIENCES INC
-$1.0M
10,000
-81%
清仓
KVUE
KENVUE INC
-$1.0M
0
-100%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$972.0K
88,932
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$953.5K
45,000
建仓
MBLY
MOBILEYE GLOBAL INC COMMON
+$932.4K
29,000
建仓
IRWD
IRONWOOD PHARMACEUTICALS INC
+$897.1K
103,000
建仓
OII
OCEANEERING INTL INC
+$877.5K
37,500
清仓
—
DLOCAL LTD
-$872.1K
0
-100%
清仓
—
AIR LEASE CORP
-$838.8K
0
-100%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$829.3K
0
-100%
清仓
USDU
WISDOMTREE TR
-$828.6K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$821.4K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$817.5K
5,500
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$797.1K
0
-100%
建仓
TWST
TWIST BIOSCIENCE CORP
+$789.1K
23,000
建仓
BOOT
BOOT BARN HLDGS INC
+$761.2K
8,000
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$753.5K
15,000
建仓
IBRX
IMMUNITYBIO INC
+$751.8K
140,000
清仓
—
SAGE THERAPEUTICS INC
-$749.8K
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$737.9K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$725.3K
7,500
减持
ONC
BEIGENE LTD
-$724.5K
6,900
-31%
