Torque Asset Management LLC

CIK 2011256 · View on SEC EDGAR ↗

Portfolio value
$247.0M
#5,766 of 9,443 by 13F value · top 61.1%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: -2.8% 13F does not disclose cash

Top 10 holdings weight
99.75%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
7.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.35% Est. buys $13,393,109 · sells $48,004,293

Median holding: 5.5 quarters Tracked Q4 2024–Q2 2026 · 55.0% still held

New positions
0
Increased
4
Decreased
4
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-2.9%
S&P 500 total return (same window)
+28.1%
Excess return
-31.0%

Annualized: -2.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
30.4%
Retail
24.9%
Communication Services
17.7%
Financial Services
9.7%
Healthcare
9.4%
Industrials
7.6%
Other/Unmapped
0.2%

Full portfolio 11 positions

Type Streak 8Q trend
AMZN Amazon.com, Inc. - Common Stock $55,077,991 22.30% 231,090 $6,106,633 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $43,834,665 17.75% 77,819 $1,078,246 Up ×6
DT Dynatrace, Inc. Common Stock $27,622,639 11.18% 629,074 $6,073,875 Up ×2
PCOR Procore Technologies, Inc. Common Stock $27,053,082 10.95% 666,004 $2,351,562 Up ×6
MA Mastercard Incorporated Common Stock $23,982,552 9.71% 46,695 $-573,239 Down ×2
TECH Bio-Techne Corp - Common Stock $23,203,509 9.39% 328,429 $2,635,436 Down ×1
UBER Uber Technologies, Inc. Common Stock $18,747,601 7.59% 259,806 $227,784 Up ×4
MSFT Microsoft Corporation - Common Stock $14,472,430 5.86% 38,798 $110,574
CHWY Chewy, Inc. Class A Common Stock $6,405,645 2.59% 325,987 $-2,396,004
OKTA Okta, Inc. - Class A Common Stock $6,007,621 2.43% 44,028 $-19,088,197 Down ×1
SPY SPY $615,338 0.25% 824 $79,458

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
META $43,834,665 17.75% up ×6
PCOR $27,053,082 10.95% up ×6
UBER $18,747,601 7.59% up ×4

Top movers (QoQ)

Security Action Shares Δ Value Δ
OKTA Trimmed -275K -$19.1M
AMZN Trimmed -4K +$6.1M
DT Bought more +46K +$6.1M
TECH Trimmed -65K +$2.6M
CHWY Price move only +0 -$2.4M
PCOR Bought more +233K +$2.4M
META Bought more +3K +$1.1M
MA Trimmed -2K -$573K
UBER Bought more +2K +$228K
MSFT Price move only +0 +$111K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PTC March 31, 2026 103,256 $17,988,228 6.3%
SPY March 31, 2025 23,193 $13,592,953 No longer tracked
NOW Dec. 31, 2025 14,496 $13,340,379 -19.4%
ORCL March 31, 2025 78,286 $13,045,579 -0.5%
WDAY Sept. 30, 2025 49,974 $11,993,760 -18.5%
ACVA Sept. 30, 2025 716,972 $11,629,286 -23.1%
VRSN June 30, 2025 44,514 $11,300,769 -4.0%
TMO June 30, 2025 21,698 $10,796,925 51.7%
SBUX March 31, 2025 48,978 $4,469,243 9.8%
PLNT June 30, 2026 49,500 $3,681,810 2.8%