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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 55 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 KYMR KYMERA THERAPEUTICS INC COM Healthcare 24.0 $2K 0.00% NEW $77.79 +4.9%
1082 PLPC PREFORMED LINE PRODS CO COM Industrials 9.0 $2K 0.00% NEW $206.67 +76.9%
1083 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 28.0 $2K 0.00% NEW $66.39 +15.8%
1084 TWIN TWIN DISC INC COM Industrials 111.0 $2K 0.00% NEW $16.68 +1.4%
1085 ANGI ANGI INC CL A NEW Communication Services 143.0 $2K 0.00% NEW $12.93 -54.9%
1086 ALXO ALX ONCOLOGY HLDGS INC COM Healthcare 1,632.0 $2K 0.00% NEW $1.13 +71.5%
1087 BBIO BRIDGEBIO PHARMA INC COM Healthcare 24.0 $2K 0.00% NEW $76.50 -12.3%
1088 SMURFIT WESTROCK PLC SHS 47.0 $2K 0.00% NEW $39.00
1089 QUIPT HOME MEDICAL CORP COM 519.0 $2K 0.00% NEW $3.53
1090 JKHY HENRY JACK & ASSOC INC COM Technology 10.0 $2K 0.00% NEW $182.50 -25.1%
1091 MDT MEDTRONIC PLC SHS Healthcare 19.0 $2K 0.00% NEW $96.05 -21.7%
1092 UCTT ULTRA CLEAN HLDGS INC COM Technology 72.0 $2K 0.00% NEW $25.33 +233.5%
1093 JELD JELD-WEN HLDG INC COM Industrials 731.0 $2K 0.00% NEW $2.46 -9.7%
1094 ARMOUR RESIDENTIAL REIT INC COM SHS 101.0 $2K 0.00% NEW $17.64
1095 PRGS PROGRESS SOFTWARE CORP COM Technology 41.0 $2K 0.00% NEW $43.34 -26.7%
1096 AMBP ARDAGH METAL PACKAGING S A SHS Consumer Cyclical 429.0 $2K 0.00% NEW $4.10 +1.1%
1097 QXO QXO INC COM NEW Industrials 91.0 $2K 0.00% NEW $19.29 -7.9%
1098 OLLI OLLIES BARGAIN OUTLET HLDGS IN COM Consumer Defensive 16.0 $2K 0.00% NEW $109.62 -24.9%
1099 MOV MOVADO GROUP INC COM Consumer Cyclical 84.0 $2K 0.00% NEW $20.70 +83.2%
1100 DFIN DONNELLEY FINL SOLUTIONS INC COM Financial Services 37.0 $2K 0.00% NEW $46.70 -14.7%
Page 55 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%