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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 37 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AUR AURORA INNOVATION INC CLASS A COM Technology 3,081.0 $12K 0.01% NEW $3.84 +97.0%
722 QRVO QORVO INC COM Technology 140.0 $12K 0.01% NEW $84.51 +23.0%
723 FDP FRESH DEL MONTE PRODUCE INC ORD Consumer Defensive 331.0 $12K 0.01% NEW $35.61 -9.5%
724 TEGNA INC COM 602.0 $12K 0.01% NEW $19.42
725 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 249.0 $12K 0.01% NEW $46.77 -14.7%
726 UI UBIQUITI INC COM Technology 21.0 $12K 0.01% NEW $553.95 +4.3%
727 SLGN SILGAN HLDGS INC COM Consumer Cyclical 288.0 $12K 0.01% NEW $40.37 -6.3%
728 NNI NELNET INC CL A Financial Services 87.0 $12K 0.01% NEW $132.59 -0.9%
729 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 128.0 $12K 0.01% NEW $90.03 -5.2%
730 HTH HILLTOP HOLDINGS INC COM Financial Services 339.0 $12K 0.01% NEW $33.98 +11.6%
731 EL LAUDER ESTEE COS INC CL A Consumer Defensive 109.0 $11K 0.01% NEW $104.93 -14.2%
732 ICFI ICF INTL INC COM Industrials 134.0 $11K 0.01% NEW $85.30 -18.2%
733 CNC CENTENE CORP DEL COM Healthcare 277.0 $11K 0.01% NEW $41.15 +43.9%
734 OBNK ORIGIN BANCORP INC COM Financial Services 303.0 $11K 0.01% NEW $37.57 -23.9%
735 ROIV ROIVANT SCIENCES LTD SHS Healthcare 524.0 $11K 0.01% NEW $21.70 +38.8%
736 MDB MONGODB INC CL A Technology 27.0 $11K 0.01% NEW $419.70 -25.5%
737 MRVI MARAVAI LIFESCIENCES HLDGS INC COM CL A Healthcare 3,462.0 $11K 0.01% NEW $3.25 +49.5%
738 NYT NEW YORK TIMES CO CL A Communication Services 162.0 $11K 0.01% NEW $69.42 +7.3%
739 S SENTINELONE INC CL A Technology 747.0 $11K 0.01% NEW $15.00 +13.8%
740 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 282.0 $11K 0.01% NEW $39.39 -15.2%
Page 37 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%