Torque Asset Management Llc Portfolio Stock Holdings

Torque Asset Management Llc disclosed 12 stock positions valued at approximately $254.1 million in its latest SEC 13F filing. The largest holdings include AMZN, META, and OKTA. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
12
Portfolio Value
$254.1M
Holdings by Sector
Torque Asset Management Llc Portfolio Holdings in Q1 2026

12 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMZNAMZNConsumer Cyclical19.27%235,134+1,477+0.63%$48,971,358
METAMETACommunication Services16.83%74,732+2,588+3.59%$42,756,419
OKTAOKTATechnology9.88%318,839+29,698+10.27%$25,095,818
PCORPCORTechnology9.72%433,360+88,463+25.65%$24,701,520
MAMAFinancial Services9.66%49,145-6,893-12.30%$24,555,791
DT USDTTechnology8.48%582,714+329,810+130.41%$21,548,764
TECHTECHHealthcare8.09%393,572+38,037+10.70%$20,568,073
UBERUBERTechnology7.29%257,470+8,605+3.46%$18,519,817
MSFTMSFTTechnology5.65%38,798-9,729-20.05%$14,361,856
CHWYCHWYConsumer Cyclical3.46%325,987--$8,801,649
PLNTPLNTConsumer Cyclical1.45%49,500+49,500+100.00%$3,681,810
SPYSPYOther0.21%824--$535,880