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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 34 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UGI UGI CORP NEW COM Utilities 13.0 $452.0 -2K -99.2% $34.77 +10.6%
662 SBUX STARBUCKS CORP COM Consumer Cyclical 4.0 $422.0 -846.0 -99.5% $105.50 +0.7%
663 MANH MANHATTAN ASSOCIATES INC COM Technology 3.0 $418.0 -99.0 -97.1% $139.33 +60.2%
664 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 10.0 $388.0 -235.0 -95.9% $38.80 -4.1%
665 HPQ HP INC COM Technology 17.0 $383.0 -4K -99.5% $22.53 +33.2%
666 EEFT EURONET WORLDWIDE INC COM Technology 5.0 $366.0 -43.0 -89.6% $73.20 -5.0%
667 WWW WOLVERINE WORLD WIDE INC COM Consumer Cyclical 22.0 $361.0 -699.0 -97.0% $16.41 +20.2%
668 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 9.0 $337.0 -14.0 -60.9% $37.44 +126.9%
669 VRNS VARONIS SYS INC COM Technology 8.0 $336.0 -30.0 -79.0% $42.00 +4.2%
670 CAL CALERES INC COM Consumer Cyclical 27.0 $334.0 -51.0 -65.4% $12.37 -1.5%
671 APTIV PLC COM SHS 5.0 $307.0 -16.0 -76.2% $61.40
672 TSN TYSON FOODS INC CL A Consumer Defensive 5.0 $306.0 -16.0 -76.2% $61.20 -9.9%
673 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 15.0 $303.0 -747.0 -98.0% $20.20 +11.5%
674 MILLROSE PPTYS INC COM CL A 10.0 $302.0 -211.0 -95.5% $30.20
675 ESAB ESAB CORPORATION COM Industrials 3.0 $297.0 -4.0 -57.1% $99.00 -23.9%
676 ICUI ICU MED INC COM Healthcare 2.0 $293.0 -10.0 -83.3% $146.50 +18.1%
677 LPLA LPL FINL HLDGS INC COM Financial Services 1.0 $283.0 -23.0 -95.8% $283.00 +30.8%
678 MCD MCDONALDS CORP COM Consumer Cyclical 1.0 $280.0 -362.0 -99.7% $280.00 -5.9%
679 SHAK SHAKE SHACK INC CL A Consumer Cyclical 5.0 $280.0 -5.0 -50.0% $56.00 +23.0%
680 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 11.0 $278.0 -147.0 -93.0% $25.27 +14.4%
Page 34 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%