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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 71
增持 15
减持 15
清仓 49
方向
标的
Δ市值
现股数(环比)
清仓
AMZN
AMAZON COM INC
-$777.1M
0
-100%
清仓
AAPL
APPLE INC
-$572.9M
0
-100%
减持
META
META PLATFORMS INC
-$435.9M
84,200
-91%
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。
清仓
MSFT
MICROSOFT CORP
-$357.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$342.6M
27,600
-99%
减持
GOOG
ALPHABET INC CAP STK
-$334.5M
270,000
-87%
增持
—
SCORPIO TANKERS INC
+$181.2M
2,621,800
+3645%
清仓
REGN
REGENERON PHARMACEUTICALS
-$165.9M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$162.2M
0
-100%
清仓
INTU
INTUIT
-$130.1M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$123.8M
18,000
-98%
清仓
RTX
RTX CORPORATION
-$67.3M
0
-100%
建仓
—
NABORS INDUSTRIES LTD
+$60.2M
933,400
建仓
—
BLACKROCK INC
+$58.9M
62,000
增持
ABBV
ABBVIE INC
+$42.2M
230,000
+1137%
减持
CVX
CHEVRON CORP
-$41.5M
63,800
-80%
清仓
—
SUPER MICRO COMPUTER INC
-$39.3M
0
-100%
建仓
EXR
EXTRA SPACE STORAGE INC
+$32.4M
180,000
建仓
KBH
KB HOME
+$31.7M
370,000
清仓
HSY
HERSHEY CO
-$30.9M
0
-100%
建仓
AZO
AUTOZONE INC
+$25.8M
8,200
建仓
ZTS
ZOETIS INC
+$25.8M
132,000
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$22.2M
62,000
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$21.6M
41,600
-52%
建仓
PCVX
VAXCYTE INC
+$20.8M
182,000
清仓
TSCO
TRACTOR SUPPLY CO
-$18.1M
0
-100%
建仓
KWEB
KRANESHARES TRUST
+$17.9M
525,000
建仓
HESM
HESS MIDSTREAM LP
+$16.7M
473,400
清仓
WELL
WELLTOWER INC
-$16.2M
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$14.1M
94,000
建仓
ILMN
ILLUMINA INC
+$12.7M
97,600
清仓
TKO
TKO GROUP HOLDINGS INC
-$12.6M
0
-100%
增持
NVDL
GRANITESHARES ETF TR
+$12.5M
399,900
+157%
清仓
NVS
NOVARTIS AG
-$12.2M
0
-100%
建仓
SHOP
SHOPIFY INC
+$12.0M
150,000
建仓
BNTX
BIONTECH SE
+$11.9M
100,000
清仓
MTZ
MASTEC INC
-$10.9M
0
-100%
建仓
CAVA
CAVA GROUP INC
+$10.7M
86,000
清仓
VST
VISTRA CORP
-$10.5M
0
-100%
建仓
—
INTERNATIONAL GAME TECHNOLOG
+$10.3M
485,600
减持
DLTR
DOLLAR TREE INC
-$9.9M
20,000
-81%
清仓
ABNB
AIRBNB INC
-$9.9M
0
-100%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$9.5M
266,000
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$9.2M
308,000
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$9.1M
14,800
-95%
清仓
—
CEDAR FAIR L P
-$8.8M
0
-100%
清仓
—
ENDEAVOR GROUP HLDGS INC
-$8.6M
0
-100%
建仓
—
KELLANOVA
+$8.6M
106,000
减持
PRIM
PRIMORIS SVCS CORP
-$8.5M
60,000
-75%
建仓
NSC
NORFOLK SOUTHN CORP
+$8.4M
34,000
建仓
—
EATON CORP PLC
+$8.0M
24,000
增持
GOOGL
ALPHABET INC
+$7.9M
630,000
+19%
清仓
TFC
TRUIST FINL CORP
-$7.8M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$7.6M
80,000
清仓
MDLZ
MONDELEZ INTL INC
-$7.5M
0
-100%
建仓
CELH
CELSIUS HLDGS INC
+$7.4M
236,000
增持
DUK
DUKE ENERGY CORP NEW
+$7.4M
65,000
+6400%
增持
CAG
CONAGRA BRANDS INC
+$7.3M
272,400
+397%
建仓
—
AVIDITY BIOSCIENCES INC
+$7.2M
156,984
清仓
—
AMBARELLA INC
-$7.0M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$7.0M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$6.9M
0
-100%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$6.7M
120,000
建仓
BEN
FRANKLIN RESOURCES INC
+$6.6M
330,000
增持
—
UNITED STATES STL CORP
+$6.5M
258,000
+279%
减持
—
EXXON MOBIL CORP
-$6.4M
400
-99%
建仓
GILD
GILEAD SCIENCES INC
+$6.4M
76,000
减持
HWM
HOWMET AEROSPACE INC
-$5.8M
40,000
-68%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$5.8M
0
-100%
建仓
RIO
RIO TINTO PLC
+$5.6M
78,600
建仓
HE
HAWAIIAN ELEC INDUSTRIES
+$5.2M
540,000
增持
—
JOHNSON CTLS INTL PLC
+$5.2M
199,800
+28%
清仓
SGI
TEMPUR SEALY INTL INC
-$5.1M
0
-100%
建仓
—
LAM RESEARCH CORP
+$5.1M
62,000
清仓
LPX
LOUISIANA PAC CORP
-$4.9M
0
-100%
清仓
—
INDIVIOR PLC
-$4.9M
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$4.6M
38,000
建仓
NUVL
NUVALENT INC
+$4.6M
45,000
建仓
XBI
SPDR SER TR
+$4.5M
45,600
增持
KMX
CARMAX INC
+$3.8M
54,000
+980%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$3.4M
0
-100%
建仓
KEX
KIRBY CORP
+$3.4M
27,400
建仓
SOC
SABLE OFFSHORE CORP
+$3.3M
140,000
建仓
TROW
PRICE T ROWE GROUP INC
+$3.3M
30,000
建仓
AVB
AVALONBAY CMNTYS INC
+$3.2M
14,400
建仓
MS
MORGAN STANLEY
+$2.9M
27,800
清仓
SHEL
SHELL PLC
-$2.9M
0
-100%
清仓
ONC
BEIGENE LTD
-$2.9M
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$2.8M
27,600
建仓
TECK
TECK RESOURCES LTD
+$2.8M
54,000
建仓
—
INVESTMENT MANAGERS SER TR I
+$2.7M
78,100
清仓
NN
NEXTNAV INC
-$2.7M
0
-100%
减持
QCOM
QUALCOMM INC
-$2.7M
24,200
-29%
建仓
OMC
OMNICOM GROUP INC
+$2.7M
26,000
增持
BITS
GLOBAL X FDS
+$2.7M
101,400
+72%
建仓
—
FOOT LOCKER INC
+$2.6M
100,000
清仓
EOG
EOG RES INC
-$2.5M
0
-100%
清仓
CAT
CATERPILLAR INC
-$2.5M
0
-100%
建仓
VCEL
VERICEL CORP
+$2.4M
57,200
建仓
GVA
GRANITE CONSTR INC
+$2.3M
29,400
建仓
DINO
HF SINCLAIR CORP
+$2.2M
50,000
增持
NEE
NEXTERA ENERGY INC
+$2.2M
51,600
+69%
清仓
AMGN
AMGEN INC
-$2.2M
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$2.1M
7,200
建仓
MRK
MERCK & CO INC
+$2.1M
18,800
建仓
SMMT
SUMMIT THERAPEUTICS INC
+$2.1M
97,278
建仓
TXN
TEXAS INSTRS INC
+$2.1M
10,000
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$2.1M
100,000
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
45,800
-2%
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$2.0M
0
-100%
建仓
PEP
PEPSICO INC
+$2.0M
11,800
建仓
—
ARCELLX INC
+$2.0M
24,000
清仓
—
ON HLDG AG
-$2.0M
0
-100%
清仓
AMT
AMERICAN TOWER CORP
-$1.9M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$1.9M
28,600
-27%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$1.8M
41,000
清仓
HD
HOME DEPOT INC
-$1.8M
0
-100%
建仓
AVGO
BROADCOM INC
+$1.7M
10,000
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$1.7M
0
-100%
建仓
MCD
MCDONALDS CORP
+$1.6M
5,400
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.6M
12,000
清仓
NKE
NIKE INC
-$1.5M
0
-100%
建仓
BOOT
BOOT BARN HLDGS INC
+$1.5M
9,000
建仓
DVA
DAVITA INC
+$1.5M
9,000
建仓
AWK
AMERICAN WTR WKS CO INC
+$1.5M
10,000
清仓
INSM
INSMED INC
-$1.4M
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$1.4M
32,000
增持
CSTL
CEDAR FAIR L P
+$1.3M
52,400
+424%
建仓
PCG
PG&E CORP
+$1.2M
63,000
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$1.2M
0
-100%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$1.2M
29,800
增持
NFE
NEW FORTRESS ENERGY INC
+$1.2M
316,200
+312%
建仓
IBB
ISHARES TR
+$1.2M
8,000
建仓
TGTX
TG THERAPEUTICS INC
+$1.1M
47,800
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$1.1M
0
-100%
清仓
AVPT
AVEPOINT INC
-$1.0M
0
-100%
建仓
—
BIOHAVEN LTD
+$999.4K
20,000
减持
MMM
3M CO
+$998.4K
100,000
-19%
清仓
—
QIAGEN NV
-$994.4K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$950.5K
14,000
+13%
清仓
SBH
SALLY BEAUTY HLDGS INC
-$922.8K
0
-100%
建仓
—
VISTA OUTDOOR INC
+$916.8K
23,400
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$879.4K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$863.1K
9,000
清仓
CALX
CALIX INC
-$820.2K
0
-100%
建仓
—
AZUL S A
+$805.0K
234,000
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$797.9K
5,000
建仓
RWT
REDWOOD TRUST INC
+$773.0K
100,000
增持
SBUX
STARBUCKS CORP
+$767.2K
24,000
+19%
清仓
WGS
GENEDX HOLDINGS CORP
-$731.9K
0
-100%
