Filed: 2/14/2025ACC: 0001974312-25-000002
📋 What this filing means
TORNO CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$1.09B
Total AUM (reported)
10.82M
Total Shares
Allocation by class
COM$873.13M80.1%
CL C$69.51M6.4%
SHS$40.69M3.7%
CL A$29.33M2.7%
JUNIOR GOLD MINE$12.82M1.2%
CSI CHI INTERNET$12.50M1.1%
CL B NEW$9.07M0.8%
Portfolio Concentration
Top 3$799.28M73.3%
4–10$150.50M13.8%
11–25$73.05M6.7%
Rest$67.31M6.2%
Top 3 weight
73.3%
Top 10 weight
87.1%
Voting Authority Distribution
Total shares with voting rights: 10.82M
Sole
Full voting authority
10.82M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings95
Rows:
AMAZON COM INC
SOLEShares1.50M
TypeSH
Market value$329.08M
30.19%
Sole
1.50M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares2.20M
TypeSH
Market value$265.74M
24.38%
Sole
2.20M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.52M
TypeSH
Market value$204.46M
18.76%
Sole
1.52M
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares365K
TypeSH
Market value$69.51M
6.38%
Sole
365K
Shared
0.00
None
0.00
SCORPIO TANKERS INC
SOLEShares469.20K
TypeSH
Market value$23.31M
2.14%
Sole
469.20K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares300K
TypeSH
Market value$12.82M
1.18%
Sole
300K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares58.40K
TypeSH
Market value$12.53M
1.15%
Sole
58.40K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares427.50K
TypeSH
Market value$12.50M
1.15%
Sole
427.50K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares66K
TypeSH
Market value$10.75M
0.99%
Sole
66K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20K
TypeSH
Market value$9.07M
0.83%
Sole
20K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares75K
TypeSH
Market value$7.97M
0.73%
Sole
75K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares28.20K
TypeSH
Market value$6.54M
0.60%
Sole
28.20K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares48.80K
TypeSH
Market value$6.52M
0.60%
Sole
48.80K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares135.50K
TypeSH
Market value$5.96M
0.55%
Sole
135.50K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares180K
TypeSH
Market value$5.85M
0.54%
Sole
180K
Shared
0.00
None
0.00
CENTRUS ENERGY CORP
SOLEShares80K
TypeSH
Market value$5.33M
0.49%
Sole
80K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares100K
TypeSH
Market value$5.30M
0.49%
Sole
100K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares57K
TypeSH
Market value$4.67M
0.43%
Sole
57K
Shared
0.00
None
0.00
IREN LIMITED
SOLEShares420K
TypeSH
Market value$4.12M
0.38%
Sole
420K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares15.50K
TypeSH
Market value$3.72M
0.34%
Sole
15.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36K
TypeSH
Market value$3.60M
0.33%
Sole
36K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares22.50K
TypeSH
Market value$3.42M
0.31%
Sole
22.50K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares344.40K
TypeSH
Market value$3.42M
0.31%
Sole
344.40K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares40.50K
TypeSH
Market value$3.40M
0.31%
Sole
40.50K
Shared
0.00
None
0.00
FRONTIER COMMUNICATIONS PARE
SOLEShares93K
TypeSH
Market value$3.23M
0.30%
Sole
93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.50M | SH | $329.08M 30.19% | 1.50M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.20M | SH | $265.74M 24.38% | 2.20M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.52M | SH | $204.46M 18.76% | 1.52M | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | CL C | 365K | SH | $69.51M 6.38% | 365K | 0.00 | 0.00 |
SCORPIO TANKERS INCSOLE | SHS | 469.20K | SH | $23.31M 2.14% | 469.20K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 300K | SH | $12.82M 1.18% | 300K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 58.40K | SH | $12.53M 1.15% | 58.40K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 427.50K | SH | $12.50M 1.15% | 427.50K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 66K | SH | $10.75M 0.99% | 66K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20K | SH | $9.07M 0.83% | 20K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 75K | SH | $7.97M 0.73% | 75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 28.20K | SH | $6.54M 0.60% | 28.20K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 48.80K | SH | $6.52M 0.60% | 48.80K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 135.50K | SH | $5.96M 0.55% | 135.50K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | CRYPTO IND & DIG | 180K | SH | $5.85M 0.54% | 180K | 0.00 | 0.00 |
CENTRUS ENERGY CORPSOLE | CL A | 80K | SH | $5.33M 0.49% | 80K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 100K | SH | $5.30M 0.49% | 100K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 57K | SH | $4.67M 0.43% | 57K | 0.00 | 0.00 |
IREN LIMITEDSOLE | ORDINARY SHARES | 420K | SH | $4.12M 0.38% | 420K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 15.50K | SH | $3.72M 0.34% | 15.50K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPANDED TECH | 36K | SH | $3.60M 0.33% | 36K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 22.50K | SH | $3.42M 0.31% | 22.50K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | AMPLIFY JUNIOR S | 344.40K | SH | $3.42M 0.31% | 344.40K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 40.50K | SH | $3.40M 0.31% | 40.50K | 0.00 | 0.00 |
FRONTIER COMMUNICATIONS PARESOLE | COM | 93K | SH | $3.23M 0.30% | 93K | 0.00 | 0.00 |
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