TORNO CAPITAL, LLC Hedge Fund

CIK: 0001974312 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $2,142,893

Holdings (178)

AMZN AMAZON COM INC 9.0%
Value ($000) $193,250 Shares 1,000,000 Est. Cost $183.70 Unrealized 0.0%
AMZN AMAZON COM INC 9.0%
Value ($000) $192,601 Shares 996,640 Est. Cost $183.70 Unrealized 0.0%
AAPL APPLE INC 6.7%
Value ($000) $143,222 Shares 680,000 Est. Cost $185.12 Unrealized 0.0%
AAPL APPLE INC 6.7%
Value ($000) $143,222 Shares 680,000 Est. Cost $185.12 Unrealized 0.0%
META META PLATFORMS INC 5.6%
Value ($000) $121,013 Shares 240,000 Est. Cost $483.31 Unrealized 0.0%
META META PLATFORMS INC 5.6%
Value ($000) $121,013 Shares 240,000 Est. Cost $483.31 Unrealized 0.0%
GOOG ALPHABET INC 4.6%
Value ($000) $98,130 Shares 535,000 Est. Cost $168.88 Unrealized 0.0%
GOOG ALPHABET INC 4.3%
Value ($000) $91,710 Shares 500,000 Est. Cost $168.88 Unrealized 0.0%
MSFT MICROSOFT CORP 4.2%
Value ($000) $89,390 Shares 200,000 Est. Cost $400.61 Unrealized +4.2%
MSFT MICROSOFT CORP 4.2%
Value ($000) $89,390 Shares 200,000 Est. Cost $400.61 Unrealized +4.2%
NVDA NVIDIA CORPORATION 4.0%
Value ($000) $86,478 Shares 700,000 Est. Cost $101.05 Unrealized 0.0%
NVDA NVIDIA CORPORATION 4.0%
Value ($000) $86,478 Shares 700,000 Est. Cost $101.05 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 2.1%
Value ($000) $45,089 Shares 42,900 Est. Cost $949.43 Unrealized +1.5%
AMD ADVANCED MICRO DEVICES INC 1.9%
Value ($000) $40,553 Shares 250,000 Est. Cost $160.87 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 1.9%
Value ($000) $40,553 Shares 250,000 Est. Cost $160.87 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 1.8%
Value ($000) $37,837 Shares 36,000 Est. Cost $949.43 Unrealized +1.5%
INTU INTUIT 1.5%
Value ($000) $32,532 Shares 49,500 Est. Cost $614.24 Unrealized 0.0%
INTU INTUIT 1.5%
Value ($000) $32,532 Shares 49,500 Est. Cost $614.24 Unrealized 0.0%
RTX RTX CORPORATION 1.5%
Value ($000) $31,121 Shares 310,000 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $29,232 Shares 200,000 Est. Cost $141.44 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $28,943 Shares 198,020 Est. Cost $141.44 Unrealized 0.0%
GOOGL ALPHABET INC 1.3%
Value ($000) $27,323 Shares 150,000 Est. Cost $139.96 Unrealized +19.6%
CVX CHEVRON CORP 1.2%
Value ($000) $25,434 Shares 162,600 Est. Cost Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $20,947 Shares 115,000 Est. Cost $139.96 Unrealized +19.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $13,606 Shares 25,000 Est. Cost $544.22 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $11,718 Shares 25,000 Est. Cost $422.74 Unrealized +2.7%
NVDL GRANITESHARES ETF TR 0.5%
Value ($000) $9,876 Shares 142,000 Est. Cost Unrealized
SUPER MICRO COMPUTER INC 0.5%
Value ($000) $9,832 Shares 12,000 Est. Cost $978.25 Unrealized
SUPER MICRO COMPUTER INC 0.5%
Value ($000) $9,832 Shares 12,000 Est. Cost $978.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $8,706 Shares 21,400 Est. Cost $393.34 Unrealized +3.9%
HSY HERSHEY CO 0.4%
Value ($000) $8,272 Shares 45,000 Est. Cost $183.90 Unrealized 0.0%
WELL WELLTOWER INC 0.4%
Value ($000) $8,090 Shares 77,600 Est. Cost Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $7,169 Shares 39,000 Est. Cost $183.90 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $7,155 Shares 26,500 Est. Cost $52.31 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC 0.3%
Value ($000) $6,317 Shares 58,500 Est. Cost Unrealized
MMM 3M CO 0.3%
Value ($000) $6,131 Shares 60,000 Est. Cost $94.27 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.3%
Value ($000) $5,488 Shares 110,000 Est. Cost Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $5,323 Shares 50,000 Est. Cost $106.46 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $5,171 Shares 77,800 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $5,159 Shares 35,300 Est. Cost $141.44 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value ($000) $4,928 Shares 32,500 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $4,914 Shares 63,300 Est. Cost Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.2%
Value ($000) $4,799 Shares 146,000 Est. Cost $36.07 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $4,687 Shares 10,000 Est. Cost $422.74 Unrealized +2.7%
CEDAR FAIR L P 0.2%
Value ($000) $4,413 Shares 81,200 Est. Cost $54.35 Unrealized
ENDEAVOR GROUP HLDGS INC 0.2%
Value ($000) $4,306 Shares 159,300 Est. Cost $25.73 Unrealized
COR CENCORA INC 0.2%
Value ($000) $4,281 Shares 19,000 Est. Cost Unrealized
MTZ MASTEC INC 0.2%
Value ($000) $4,280 Shares 40,000 Est. Cost $101.02 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $4,087 Shares 8,720 Est. Cost $422.74 Unrealized +2.7%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $3,985 Shares 19,700 Est. Cost $173.61 Unrealized +9.0%
BITS GLOBAL X FDS 0.2%
Value ($000) $3,941 Shares 59,100 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $3,885 Shares 100,000 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $3,730 Shares 57,000 Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $3,523 Shares 33,000 Est. Cost $137.66 Unrealized -14.2%
VST VISTRA CORP 0.2%
Value ($000) $3,439 Shares 40,000 Est. Cost $82.71 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $3,406 Shares 17,100 Est. Cost $148.53 Unrealized +22.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $3,390 Shares 10,000 Est. Cost $149.57 Unrealized 0.0%
IREN IRIS ENERGY LTD 0.1%
Value ($000) $3,048 Shares 270,000 Est. Cost Unrealized
EXEL EXELIXIS INC 0.1%
Value ($000) $2,923 Shares 130,100 Est. Cost $22.19 Unrealized 0.0%
STNG SCORPIO TANKERS INC 0.1%
Value ($000) $2,845 Shares 35,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $2,706 Shares 14,000 Est. Cost $183.70 Unrealized 0.0%
AMBA AMBARELLA INC 0.1%
Value ($000) $2,698 Shares 50,000 Est. Cost $49.68 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 0.1%
Value ($000) $2,537 Shares 53,600 Est. Cost Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $2,510 Shares 25,000 Est. Cost Unrealized
KR KROGER CO 0.1%
Value ($000) $2,497 Shares 50,000 Est. Cost Unrealized
TJX TJX COS INC 0.1%
Value ($000) $2,477 Shares 22,500 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $2,364 Shares 17,500 Est. Cost $147.69 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $2,223 Shares 27,000 Est. Cost $83.52 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2,135 Shares 20,000 Est. Cost $137.66 Unrealized -14.2%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $1,940 Shares 20,700 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,890 Shares 7,000 Est. Cost $52.31 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,842 Shares 16,000 Est. Cost Unrealized
VST VISTRA CORP 0.1%
Value ($000) $1,827 Shares 21,250 Est. Cost $82.71 Unrealized 0.0%
IREN IRIS ENERGY LTD 0.1%
Value ($000) $1,694 Shares 150,000 Est. Cost Unrealized
DOW DOW INC 0.1%
Value ($000) $1,676 Shares 31,600 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,595 Shares 9,300 Est. Cost Unrealized
MET METLIFE INC 0.1%
Value ($000) $1,474 Shares 21,000 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,458 Shares 9,300 Est. Cost Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,444 Shares 20,000 Est. Cost Unrealized
ONC BEIGENE LTD 0.1%
Value ($000) $1,427 Shares 10,000 Est. Cost Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.1%
Value ($000) $1,401 Shares 5,000 Est. Cost $238.04 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,393 Shares 12,100 Est. Cost Unrealized
NN NEXTNAV INC 0.1%
Value ($000) $1,358 Shares 167,500 Est. Cost $7.90 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,352 Shares 8,200 Est. Cost Unrealized
INDIVIOR PLC 0.1%
Value ($000) $1,290 Shares 80,000 Est. Cost $16.12 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,270 Shares 11,100 Est. Cost Unrealized
EOG EOG RES INC 0.1%
Value ($000) $1,234 Shares 9,800 Est. Cost $122.13 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,232 Shares 3,700 Est. Cost Unrealized
MTZ MASTEC INC 0.1%
Value ($000) $1,177 Shares 11,000 Est. Cost $101.02 Unrealized 0.0%
INDIVIOR PLC 0.1%
Value ($000) $1,136 Shares 70,500 Est. Cost $16.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,094 Shares 3,500 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,083 Shares 15,300 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $1,081 Shares 8,000 Est. Cost $147.69 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,072 Shares 6,200 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,039 Shares 13,200 Est. Cost Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $1,016 Shares 45,200 Est. Cost $22.19 Unrealized 0.0%
ONON ON HLDG AG 0.0%
Value ($000) $982 Shares 25,300 Est. Cost Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $965 Shares 12,600 Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $937 Shares 10,000 Est. Cost Unrealized
NVDL GRANITESHARES ETF TR 0.0%
Value ($000) $932 Shares 13,400 Est. Cost Unrealized
UNITED STATES STL CORP 0.0%
Value ($000) $907 Shares 24,000 Est. Cost $37.80 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $895 Shares 2,600 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $875 Shares 4,500 Est. Cost $176.27 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $814 Shares 2,000 Est. Cost $393.34 Unrealized +3.9%
AMBA AMBARELLA INC 0.0%
Value ($000) $809 Shares 15,000 Est. Cost $49.68 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $798 Shares 7,500 Est. Cost $106.46 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $786 Shares 10,100 Est. Cost Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $779 Shares 27,400 Est. Cost Unrealized
NKE NIKE INC 0.0%
Value ($000) $754 Shares 10,000 Est. Cost Unrealized
INSM INSMED INC 0.0%
Value ($000) $710 Shares 10,600 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $601 Shares 30,000 Est. Cost Unrealized
CATALENT INC 0.0%
Value ($000) $562 Shares 10,000 Est. Cost Unrealized
CATALENT INC 0.0%
Value ($000) $562 Shares 10,000 Est. Cost Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $562 Shares 25,000 Est. Cost $22.19 Unrealized 0.0%
AVPT AVEPOINT INC 0.0%
Value ($000) $521 Shares 50,000 Est. Cost Unrealized
IMCR IMMUNOCORE HLDGS PLC 0.0%
Value ($000) $508 Shares 15,000 Est. Cost $33.89 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $506 Shares 23,000 Est. Cost Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $499 Shares 10,000 Est. Cost Unrealized
QIAGEN NV 0.0%
Value ($000) $497 Shares 12,100 Est. Cost Unrealized
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $461 Shares 43,000 Est. Cost Unrealized
MLTX MOONLAKE IMMUNOTHERAPEUTICS 0.0%
Value ($000) $440 Shares 10,000 Est. Cost Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $427 Shares 29,600 Est. Cost Unrealized
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $413 Shares 30,000 Est. Cost $14.63 Unrealized 0.0%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $413 Shares 30,000 Est. Cost $14.63 Unrealized 0.0%
CALX CALIX INC 0.0%
Value ($000) $410 Shares 11,575 Est. Cost $32.19 Unrealized 0.0%
MATTERPORT INC 0.0%
Value ($000) $391 Shares 87,500 Est. Cost $4.47 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $381 Shares 10,000 Est. Cost $37.25 Unrealized 0.0%
UNITED STATES STL CORP 0.0%
Value ($000) $378 Shares 10,000 Est. Cost $37.80 Unrealized
STERLING CHECK CORP 0.0%
Value ($000) $370 Shares 25,000 Est. Cost Unrealized
WGS GENEDX HOLDINGS CORP 0.0%
Value ($000) $366 Shares 14,000 Est. Cost Unrealized
PROKIDNEY CORP 0.0%
Value ($000) $346 Shares 140,500 Est. Cost Unrealized
TREX TREX CO INC 0.0%
Value ($000) $341 Shares 4,600 Est. Cost $89.05 Unrealized -1.8%
IMCR IMMUNOCORE HLDGS PLC 0.0%
Value ($000) $339 Shares 10,010 Est. Cost $33.89 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $338 Shares 15,400 Est. Cost Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $320 Shares 6,500 Est. Cost $48.27 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $304 Shares 26,000 Est. Cost Unrealized
ANVS ANNOVIS BIO INC 0.0%
Value ($000) $302 Shares 52,500 Est. Cost Unrealized
CFLT CONFLUENT INC 0.0%
Value ($000) $295 Shares 10,000 Est. Cost Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $280 Shares 1,000 Est. Cost $238.04 Unrealized 0.0%
OPK OPKO HEALTH INC 0.0%
Value ($000) $250 Shares 200,000 Est. Cost Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $247 Shares 3,000 Est. Cost $83.52 Unrealized 0.0%
ASPN ASPEN AEROGELS INC 0.0%
Value ($000) $239 Shares 10,000 Est. Cost Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $232 Shares 8,000 Est. Cost $27.69 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $228 Shares 6,000 Est. Cost $37.25 Unrealized 0.0%
S SENTINELONE INC 0.0%
Value ($000) $211 Shares 10,000 Est. Cost $26.13 Unrealized -21.5%
MMM 3M CO 0.0%
Value ($000) $204 Shares 2,000 Est. Cost $94.27 Unrealized 0.0%
KMX CARMAX INC 0.0%
Value ($000) $183 Shares 2,500 Est. Cost $72.06 Unrealized 0.0%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $180 Shares 13,037 Est. Cost $14.63 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $171 Shares 13,000 Est. Cost Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $171 Shares 30,000 Est. Cost Unrealized
RDW REDWIRE CORPORATION 0.0%
Value ($000) $167 Shares 23,300 Est. Cost Unrealized
TIPT TIPTREE INC 0.0%
Value ($000) $165 Shares 10,000 Est. Cost $16.72 Unrealized 0.0%
RDW REDWIRE CORPORATION 0.0%
Value ($000) $158 Shares 22,100 Est. Cost Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $136 Shares 31,600 Est. Cost $4.31 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $135 Shares 13,000 Est. Cost Unrealized
SAVA CASSAVA SCIENCES INC 0.0%
Value ($000) $121 Shares 9,800 Est. Cost Unrealized
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $114 Shares 9,500 Est. Cost $13.27 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $112 Shares 330 Est. Cost $149.57 Unrealized 0.0%
CSTL CASTLE BIOSCIENCES INC 0.0%
Value ($000) $109 Shares 5,000 Est. Cost Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $108 Shares 7,500 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $97 Shares 500 Est. Cost $176.27 Unrealized 0.0%
ALXO ALX ONCOLOGY HLDGS INC 0.0%
Value ($000) $96 Shares 16,000 Est. Cost Unrealized
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $83 Shares 6,900 Est. Cost $13.27 Unrealized 0.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $76 Shares 2,000 Est. Cost Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $73 Shares 20,000 Est. Cost Unrealized
MATTERPORT INC 0.0%
Value ($000) $67 Shares 15,000 Est. Cost $4.47 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $63 Shares 3,000 Est. Cost $26.13 Unrealized -21.5%
NAKA KINDLY MD INC 0.0%
Value ($000) $57 Shares 20,865 Est. Cost $2.83 Unrealized 0.0%
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $52 Shares 4,300 Est. Cost $13.27 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $50 Shares 500 Est. Cost $88.45 Unrealized +6.6%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $39 Shares 10,000 Est. Cost Unrealized
GDOT GREEN DOT CORP 0.0%
Value ($000) $38 Shares 4,000 Est. Cost $9.30 Unrealized 0.0%
TIPT TIPTREE INC 0.0%
Value ($000) $23 Shares 1,400 Est. Cost $16.72 Unrealized 0.0%
GLYCOMIMETICS INC 0.0%
Value ($000) $21 Shares 74,700 Est. Cost Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $18 Shares 5,000 Est. Cost Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $17 Shares 4,000 Est. Cost $4.31 Unrealized
NAKAW KINDLY MD INC 0.0%
Value ($000) $9 Shares 27,273 Est. Cost $0.34 Unrealized
SXTPW 60 DEGREES PHARMACEUTICALS I 0.0%
Value ($000) $3 Shares 47,169 Est. Cost $0.05 Unrealized