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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $197M AUM 948 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 23 Added 706 Reduced 552 Exited
Page 18 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FFIV F5 INC COM Technology 8.0 $3K 0.00% -162.0 -95.3% $416.00 -4.9%
342 BYD BOYD GAMING CORP COM Consumer Cyclical 38.0 $3K 0.00% -33.0 -46.5% $87.50 -12.7%
343 AVPT AVEPOINT INC COM CL A Technology 296.0 $3K 0.00% -289.0 -49.4% $11.21 +20.4%
344 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 11.0 $3K 0.00% -224.0 -95.3% $301.00 -18.2%
345 CLSK CLEANSPARK INC COM NEW Technology 227.0 $3K 0.00% -4K -95.2% $14.55 -24.0%
346 NRG NRG ENERGY INC COM NEW Utilities 23.0 $3K 0.00% -24.0 -51.1% $143.22 -23.5%
347 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 63.0 $3K 0.00% -1K -95.8% $52.22 -0.5%
348 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 42.0 $3K 0.00% -124.0 -74.7% $78.14 -14.6%
349 EVEREST GROUP LTD COM 9.0 $3K 0.00% -3.0 -25.0% $362.11
350 EVRG EVERGY INC COM Utilities 37.0 $3K 0.00% -51.0 -58.0% $86.38 -5.6%
351 ED CONSOLIDATED EDISON INC COM Utilities 29.0 $3K 0.00% -844.0 -96.7% $109.48 -1.6%
352 EOG EOG RES INC COM Energy 24.0 $3K 0.00% -487.0 -95.3% $132.29 +12.1%
353 WAL WESTERN ALLIANCE BANCORP COM Financial Services 39.0 $3K 0.00% -663.0 -94.4% $81.28 -4.9%
354 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 10.0 $3K 0.00% -113.0 -91.9% $316.10 -10.1%
355 RRX REGAL REXNORD CORPORATION COM Industrials 13.0 $3K 0.00% -580.0 -97.8% $241.54 -35.0%
356 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 13.0 $3K 0.00% -14.0 -51.9% $241.00 +1.1%
357 F FORD MTR CO COM Consumer Cyclical 224.0 $3K 0.00% -6K -96.3% $13.88 -0.4%
358 HSY HERSHEY CO COM Consumer Defensive 18.0 $3K 0.00% -16.0 -47.1% $170.78 +3.1%
359 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 121.0 $3K 0.00% -191.0 -61.2% $25.33 +4.5%
360 KBR KBR INC COM Industrials 88.0 $3K 0.00% -2K -95.1% $34.61 +6.8%
Page 18 of 36  ·  706 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 35.8%
Financial Services 21.4%
Industrials 11.7%
Consumer Cyclical 9.0%
Healthcare 6.8%
Communication Services 6.7%
Consumer Defensive 3.2%
Utilities 2.1%
Energy 1.7%
Basic Materials 1.6%