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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $196M AUM 1,475 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 1475 New
Page 63 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 INSTALLED BLDG PRODS INC COM 3.0 $796.0 NEW $265.33
1242 ATRC ATRICURE INC COM Healthcare 20.0 $791.0 NEW $39.55 -29.0%
1243 NET CLOUDFLARE INC CL A COM Technology 4.0 $789.0 NEW $197.25 +15.6%
1244 SON SONOCO PRODS CO COM Consumer Cyclical 18.0 $786.0 NEW $43.67 +13.4%
1245 ESAB ESAB CORPORATION COM Industrials 7.0 $785.0 NEW $112.14 -17.1%
1246 ALKT ALKAMI TECHNOLOGY INC COM Technology 34.0 $784.0 NEW $23.06 -23.7%
1247 VIAV VIAVI SOLUTIONS INC COM Technology 44.0 $784.0 NEW $17.82 +197.8%
1248 UTMD UTAH MED PRODS INC COM Healthcare 14.0 $783.0 NEW $55.93 +17.2%
1249 SANA SANA BIOTECHNOLOGY INC COM Healthcare 191.0 $777.0 NEW $4.07 -23.1%
1250 WK WORKIVA INC COM CL A Technology 9.0 $776.0 NEW $86.22 -44.9%
1251 OM OUTSET MED INC COM NEW Healthcare 208.0 $772.0 NEW $3.71 +35.0%
1252 PGNY PROGYNY INC COM Healthcare 30.0 $770.0 NEW $25.67 +0.1%
1253 BIOHAVEN LTD COM 68.0 $768.0 NEW $11.29
1254 ALGT ALLEGIANT TRAVEL CO COM Industrials 9.0 $767.0 NEW $85.22 +6.5%
1255 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 2.0 $767.0 NEW $383.50 +7.3%
1256 ACIW ACI WORLDWIDE INC COM Technology 16.0 $765.0 NEW $47.81 -11.3%
1257 SIG SIGNET JEWELERS LIMITED SHS Consumer Cyclical 9.0 $764.0 NEW $84.89 +2.5%
1258 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 75.0 $763.0 NEW $10.17 -68.4%
1259 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 17.0 $761.0 NEW $44.76 +16.1%
1260 PRAA PRA GROUP INC COM Financial Services 43.0 $761.0 NEW $17.70 -12.9%
Page 63 of 74  ·  1,475 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 17.1%
Industrials 12.8%
Consumer Cyclical 10.8%
Healthcare 10.6%
Communication Services 7.9%
Energy 4.5%
Utilities 3.3%
Consumer Defensive 3.2%
Basic Materials 2.7%