TORNO CAPITAL, LLC
13F filer · CIK 1974312 · Cohasset, MA
Summary
TORNO CAPITAL, LLC reported $3.47B across 74 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are NVDA (14.0%), MSFT (9.4%), GOOG (8.5%). Versus 2026 Q1, leaving options aside, it opened 27 new positions, added to 1, trimmed 3 and sold out of 16.
Reported value$3.47B
Positions74incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions27
Added1
Trimmed3
Sold out16
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 14.0%Value $485.22MPrice $228.86Shares 2.42MSince Jun 30 +14.38%
Weight 9.4%Value $324.53MPrice $509.22Shares 870KSince Jun 30 +36.51%
Weight 8.5%Value $293.26MPrice $339.16Shares 830K +66.00%Since Jun 30 -4.01%
Weight 6.9%Value $238.34MPrice $246.15Shares 1.00MSince Jun 30 +3.28%
Weight 1.4%Value $47.76MPrice $452.88Shares 100KSince Jun 30 -5.17%
Weight 0.8%Value $28.94MPrice $338.40Shares 100KSince Jun 30 +16.95%
Weight 0.5%Value $16.90MPrice $715.62Shares 30KSince Jun 30 +27.04%
Weight 0.2%Value $5.57MPrice $38.42Shares 130KSince Jun 30 -10.38%
Weight 0.1%Value $3.40MPrice $40.17Shares 80KSince Jun 30 -5.48%
Weight 0.1%Value $2.68MPrice $118.32Shares 23KSince Jun 30 +1.05%
Weight 0.1%Value $2.07MPrice $87.85Shares 20KSince Jun 30 -15.08%
Weight 0.0%Value $414.7KPrice $6.68Shares 15KSince Jun 30 -75.42%
Weight 0.0%Value $413.0KPrice $2.98Shares 116K -77.69%Since Jun 30 -16.29%
Weight 0.0%Value $400.6KPrice $1.08Shares 351K -49.79%Since Jun 30 -5.26%
Weight 0.0%Value $222.9KPrice $4.27Shares 30KSince Jun 30 -42.53%
Weight 0.0%Value $42.5KPrice $6.22Shares 4,747Since Jun 30 -30.54%
Weight 0.0%Value $35.7KPrice $1.01Shares 25KSince Jun 30 -30.35%
Weight 0.0%Value $32.2KPrice $1.26Shares 16KSince Jun 30 -37.00%
Weight 0.0%Value $12.0KPrice $15.66Shares 500Since Jun 30 -34.80%
Weight 0.0%Value $11.2KShares 3,800
Weight 0.0%Value $4.1KPrice $15.95Shares 213Since Jun 30 -17.44%
Weight 0.0%Value $3.1KPrice $9.79Shares 300Since Jun 30 -5.14%
Weight 0.0%Value $1.8KPrice $0.95Shares 1,800Since Jun 30 -4.04%
Weight 0.0%Value $1.4KPrice $0.03Shares 47K -50.00%Since Jun 30 +7.25%
Weight 0.0%Value $762Shares 51K
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 14.0% | $485.22M | +14.38% | — | New | |
| 9.4% | $324.53M | +36.51% | — | New | |
| 8.5% | $293.26M | -4.01% | +66.00% | Add | |
| 6.9% | $238.34M | +3.28% | — | New | |
| 1.4% | $47.76M | -5.17% | — | New | |
| 0.8% | $28.94M | +16.95% | — | New | |
| 0.5% | $16.90M | +27.04% | — | New | |
| 0.2% | $5.57M | -10.38% | — | New | |
| 0.1% | $3.40M | -5.48% | — | New | |
| 0.1% | $2.68M | +1.05% | — | New | |
| 0.1% | $2.07M | -15.08% | — | New | |
| 0.0% | $414.7K | -75.42% | — | New | |
| 0.0% | $413.0K | -16.29% | -77.69% | Trim | |
| 0.0% | $400.6K | -5.26% | -49.79% | Trim | |
| 0.0% | $222.9K | -42.53% | — | New | |
| 0.0% | $42.5K | -30.54% | — | New | |
| 0.0% | $35.7K | -30.35% | — | New | |
| 0.0% | $32.2K | -37.00% | — | New | |
| 0.0% | $12.0K | -34.80% | — | New | |
| 0.0% | $11.2K | — | — | New | |
| 0.0% | $4.1K | -17.44% | — | New | |
| 0.0% | $3.1K | -5.14% | — | New | |
| 0.0% | $1.8K | -4.04% | — | New | |
| 0.0% | $1.4K | +7.25% | -50.00% | Trim | |
| 0.0% | $762 | — | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks · top 10 of 43
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.