13F HOLDINGS REPORT
TORNO CAPITAL, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001974312-25-000012
Total Value
$1.21B
Positions
78
Other Managers
0
Confidential Omitted
Yes
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 595,100 | $205.5M | 16.95% |
| 2 | ALPHABET INC | GOOG | 600,000 | $145.9M | 12.03% |
| 3 | ALPHABET INC CAP STK | GOOG | 495,000 | $120.6M | 9.94% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 254,100 | $87.7M | 7.24% |
| 5 | ALPHABET INC | GOOG | 360,000 | $87.5M | 7.22% |
| 6 | DIREXION SHS ETF TR | 25459W458 | 1,923,000 | $67.0M | 5.53% |
| 7 | CATERPILLAR INC | CAT | 137,200 | $65.5M | 5.40% |
| 8 | TESLA INC | TSLA | 147,000 | $65.4M | 5.39% |
| 9 | ALPHABET INC CAP STK | GOOG | 250,000 | $60.9M | 5.02% |
| 10 | BADGER METER INC | BMI | 187,500 | $33.5M | 2.76% |
| 11 | WESTERN DIGITAL CORP | WDC | 248,800 | $29.9M | 2.46% |
| 12 | LUMENTUM HLDGS INC | LITE | 161,000 | $26.2M | 2.16% |
| 13 | PROSHARES TR | 74347X831 | 184,500 | $19.1M | 1.57% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 50,000 | $17.3M | 1.42% |
| 15 | APARTMENT INVT & MGMT CO | APA | 2,000,000 | $15.9M | 1.31% |
| 16 | ALPHABET INC CAP STK | GOOG | 58,900 | $14.3M | 1.18% |
| 17 | GRANITESHARES ETF TR | 38747R827 | 150,000 | $14.0M | 1.16% |
| 18 | ISHARES INC | 464286806 | 335,000 | $13.9M | 1.15% |
| 19 | BADGER METER INC | BMI | 77,000 | $13.8M | 1.13% |
| 20 | STRATEGY INC | STRK | 30,000 | $9.7M | 0.80% |
| 21 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 62,500 | $9.1M | 0.75% |
| 22 | SANDISK CORP | SNDK | 80,000 | $9.0M | 0.74% |
| 23 | ISHARES BITCOIN TRUST ETF | IBIT | 138,000 | $9.0M | 0.74% |
| 24 | CISCO SYS INC | CSCO | 112,500 | $7.7M | 0.63% |
| 25 | SCORPIO TANKERS INC | STNG | 110,000 | $6.2M | 0.51% |
| 26 | VANGUARD INDEX FDS | 922908553 | 50,000 | $4.6M | 0.38% |
| 27 | IREN LIMITED | IREN | 80,000 | $3.8M | 0.31% |
| 28 | IREN LIMITED | IREN | 77,900 | $3.7M | 0.30% |
| 29 | VANGUARD INDEX FDS | 922908553 | 32,000 | $2.9M | 0.24% |
| 30 | PARAMOUNT SKYDANCE CORP COM | PSKY | 130,000 | $2.5M | 0.20% |
| 31 | PARAMOUNT SKYDANCE CORP COM | PSKY | 127,500 | $2.4M | 0.20% |
| 32 | JOHNSON CTLS INTL PLC | G51502105 | 21,500 | $2.4M | 0.19% |
| 33 | GRANITESHARES ETF TR | 38747R827 | 25,000 | $2.3M | 0.19% |
| 34 | JOHNSON & JOHNSON | JNJ | 12,200 | $2.3M | 0.19% |
| 35 | INTUITIVE SURGICAL INC | ISRG | 4,600 | $2.1M | 0.17% |
| 36 | ABBVIE INC | ABBV | 7,800 | $1.8M | 0.15% |
| 37 | ASTERA LABS INC | ALAB | 9,000 | $1.8M | 0.15% |
| 38 | ISHARES ETHEREUM TR | 46438R105 | 55,000 | $1.7M | 0.14% |
| 39 | METLIFE INC | MET-PF | 19,000 | $1.6M | 0.13% |
| 40 | VALERO ENERGY CORP | VLO | 8,900 | $1.5M | 0.12% |
| 41 | AMERICAN ELEC PWR CO INC | 025537101 | 13,100 | $1.5M | 0.12% |
| 42 | EMPERY DIGITAL INC | EMPD | 190,000 | $1.4M | 0.12% |
| 43 | DUKE ENERGY CORP NEW | DUKB | 11,300 | $1.4M | 0.12% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 4,900 | $1.4M | 0.11% |
| 45 | ISHARES ETHEREUM TR | 46438R105 | 40,000 | $1.3M | 0.10% |
| 46 | REGIONS FINANCIAL CORP | RF-PF | 41,000 | $1.1M | 0.09% |
| 47 | LYONDELLBASELL INDUSTRIES N | LYB | 20,000 | $980,800 | 0.08% |
| 48 | ISHARES ETHEREUM TR | 46438R105 | 30,000 | $945,300 | 0.08% |
| 49 | HUT 8 CORP | HUT | 26,600 | $925,946 | 0.08% |
| 50 | PACCAR INC | PCAR | 8,900 | $875,048 | 0.07% |
| 51 | RIOT PLATFORMS INC | RIOT | 40,000 | $761,200 | 0.06% |
| 52 | LOCKHEED MARTIN CORP | LMT | 1,500 | $748,815 | 0.06% |
| 53 | PROSHARES TR | 74347G804 | 18,000 | $721,800 | 0.06% |
| 54 | ROBINHOOD MKTS INC | 770700102 | 5,000 | $715,900 | 0.06% |
| 55 | CENTENE CORP DEL | CNC | 20,000 | $713,600 | 0.06% |
| 56 | IREN LIMITED | IREN | 14,000 | $657,020 | 0.05% |
| 57 | EA SERIES TRUST | 02072L565 | 5,680 | $646,725 | 0.05% |
| 58 | ZETA GLOBAL HOLDINGS CORP | ZETA | 22,500 | $447,075 | 0.04% |
| 59 | SERVE ROBOTICS INC | SERV | 34,800 | $404,724 | 0.03% |
| 60 | AGIOS PHARMACEUTICALS INC | AGIO | 10,000 | $401,400 | 0.03% |
| 61 | AMICUS THERAPEUTICS INC | FOLD | 50,000 | $394,000 | 0.03% |
| 62 | AMICUS THERAPEUTICS INC | FOLD | 50,000 | $394,000 | 0.03% |
| 63 | MURAL ONCOLOGY PUB LTD CO | G63365103 | 170,000 | $351,900 | 0.03% |
| 64 | MIRION TECHNOLOGIES INC | MIR | 15,000 | $348,900 | 0.03% |
| 65 | KINGSTONE COS INC | 496719105 | 22,500 | $330,750 | 0.03% |
| 66 | PLIANT THERAPEUTICS INC | PLRX | 130,916 | $193,756 | 0.02% |
| 67 | PARAMOUNT SKYDANCE CORP COM | PSKY | 10,000 | $189,200 | 0.02% |
| 68 | ALT5 SIGMA CORP | ALTS | 67,700 | $182,113 | 0.02% |
| 69 | SCPHARMACEUTICALS INC | 810648105 | 30,000 | $170,100 | 0.01% |
| 70 | MIRION TECHNOLOGIES INC | MIR | 6,410 | $149,097 | 0.01% |
| 71 | ALT5 SIGMA CORP | ALTS | 50,000 | $134,500 | 0.01% |
| 72 | AGIOS PHARMACEUTICALS INC | AGIO | 2,500 | $100,350 | 0.01% |
| 73 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,500 | $49,675 | 0.00% |
| 74 | ASTERA LABS INC | ALAB | 250 | $48,950 | 0.00% |
| 75 | BGSF INC | BGSF | 5,000 | $35,500 | 0.00% |
| 76 | LAVA THERAPEUTICS NV | N51517105 | 15,000 | $23,400 | 0.00% |
| 77 | KINGSTONE COS INC | 496719105 | 1,500 | $22,050 | 0.00% |
| 78 | 60 DEGREES PHARMACEUTICALS I | SXTPW | 47,169 | $1,745 | 0.00% |