TORNO CAPITAL, LLC — 13F holdings

TORNO CAPITAL, LLC reported 74 holdings worth $3.47B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $1.04B (29.9%)
2. MSFT MICROSOFT CORP — $649M (18.7%)
3. GOOG ALPHABET INC — $558M (16.1%)
4. AMZN AMAZON COM INC — $477M (13.7%)
5. MMM 3M CO — $149M (4.3%)
6. EWY ISHARES INC — $110M (3.2%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $95.5M (2.8%)
8. QQQ Invesco Qqq Tr — $63.3M (1.8%)
9. AAPL APPLE INC — $57.9M (1.7%)
10. HOOD ROBINHOOD MKTS INC — $54.2M (1.6%)