Torren Management, LLC
SAN DIEGO CA · SEC CIK 0002096203
$2.01亿2026Q1 申报市值
983持仓数
83.2%前十大占比 · 第一大 29.0%
21 / 511新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVTM 新建仓+$5,831.20万
DUSB 加仓+$364.08万
DFSD 加仓+$115.78万
DFCF 加仓+$50.54万
DFGX 加仓+$32.05万
2026Q1 卖出最多 按季末市值估算
AVDE 减仓-$816.90万
PRFZ 减仓-$164.19万
AVEM 减仓-$144.46万
NVDA 减仓-$139.78万
GOOGL 减仓-$127.34万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VRSN | VERISIGN INC COM | $3,489 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC COM | $3,481 | 0.00% | 51 | -137 | -72.9% | -$9,351 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3,465 | 0.00% | 16 | -9 | -36.0% | -$1,949 | 减仓 |
| EWBC | EAST WEST BANCORP INC COM | $3,456 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,438 | 0.00% | 28 | -274 | -90.7% | -$3.36万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $3,423 | 0.00% | 29 | -439 | -93.8% | -$5.18万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $3,417 | 0.00% | 19 | -296 | -94.0% | -$5.32万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3,404 | 0.00% | 35 | -381 | -91.6% | -$3.71万 | 减仓 |
| HWKN | HAWKINS INC COM | $3,379 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $3,373 | 0.00% | 117 | -238 | -67.0% | -$6,861 | 减仓 |
| MHK | MOHAWK INDS INC COM | $3,348 | 0.00% | 34 | -81 | -70.4% | -$7,976 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC COM | $3,343 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP COM | $3,326 | 0.00% | 70 | -147 | -67.7% | -$6,985 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $3,320 | 0.00% | 36 | -246 | -87.2% | -$2.27万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC CL A | $3,317 | 0.00% | 254 | -1,308 | -83.7% | -$1.71万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $3,317 | 0.00% | 239 | -127 | -34.7% | -$1,763 | 减仓 |
| KE | KIMBALL ELECTRONICS INC COM | $3,317 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $3,286 | 0.00% | 22 | -25 | -53.2% | -$3,734 | 减仓 |
| TER | TERADYNE INC COM | $3,282 | 0.00% | 11 | -277 | -96.2% | -$8.26万 | 减仓 |
| OMCL | OMNICELL COM COM | $3,271 | 0.00% | 98 | -379 | -79.5% | -$1.27万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $3,269 | 0.00% | 124 | -24 | -16.2% | -$633 | 减仓 |
| TRMB | TRIMBLE INC COM | $3,262 | 0.00% | 50 | -615 | -92.5% | -$4.01万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $3,253 | 0.00% | 63 | -1,445 | -95.8% | -$7.46万 | 减仓 |
| KBR | KBR INC COM | $3,247 | 0.00% | 88 | -1,702 | -95.1% | -$6.28万 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $3,234 | 0.00% | 23 | -358 | -94.0% | -$5.03万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $3,226 | 0.00% | 49 | -1,014 | -95.4% | -$6.68万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $3,224 | 0.00% | 28 | -845 | -96.8% | -$9.73万 | 减仓 |
| KFY | KORN FERRY COM NEW | $3,206 | 0.00% | 51 | -744 | -93.6% | -$4.68万 | 减仓 |
| EQT | EQT CORP COM | $3,186 | 0.00% | 50 | -2,873 | -98.3% | -$18.31万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $3,181 | 0.00% | 116 | -1,624 | -93.3% | -$4.45万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $3,162 | 0.00% | 30 | -9 | -23.1% | -$949 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $3,142 | 0.00% | 138 | -1,148 | -89.3% | -$2.61万 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $3,132 | 0.00% | 99 | 99 | — | $3,132 | 新建仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $3,128 | 0.00% | 57 | -35 | -38.0% | -$1,921 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3,126 | 0.00% | 7 | -70 | -90.9% | -$3.13万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $3,112 | 0.00% | 4 | -45 | -91.8% | -$3.50万 | 减仓 |
| INSM | INSMED INC COM PAR USD.01 | $3,107 | 0.00% | 19 | -813 | -97.7% | -$13.29万 | 减仓 |
| — | HOLOGIC INC COM | $3,099 | 0.00% | 41 | 8 | 24.2% | $605 | 加仓 |
| BYD | BOYD GAMING CORP COM | $3,089 | 0.00% | 38 | -33 | -46.5% | -$2,683 | 减仓 |
| BCPC | BALCHEM CORP COM | $3,051 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $3,039 | 0.00% | 431 | -3,429 | -88.8% | -$2.42万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3,036 | 0.00% | 81 | -44 | -35.2% | -$1,649 | 减仓 |
| EVRG | EVERGY INC COM | $3,016 | 0.00% | 37 | -51 | -58.0% | -$4,157 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $3,015 | 0.00% | 45 | -501 | -91.8% | -$3.36万 | 减仓 |
| IMKTA | INGLES MKTS INC CL A | $3,012 | 0.00% | 34 | -705 | -95.4% | -$6.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $3,008 | 0.00% | 12 | -642 | -98.2% | -$16.09万 | 减仓 |
| HAS | HASBRO INC COM | $2,995 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HAPN | LENDINGCLUB ISSUANCE TR SER COM NEW | $2,993 | 0.00% | 209 | -1,003 | -82.8% | -$1.44万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $2,974 | 0.00% | 94 | -1,630 | -94.5% | -$5.16万 | 减仓 |
| DAN | DANA INC COM | $2,974 | 0.00% | 88 | -99 | -52.9% | -$3,346 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $2,966 | 0.00% | 39 | -184 | -82.5% | -$1.40万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $2,935 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME COM | $2,902 | 0.00% | 56 | -2,003 | -97.3% | -$10.38万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2,884 | 0.00% | 36 | -695 | -95.1% | -$5.57万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $2,858 | 0.00% | 7 | -8 | -53.3% | -$3,266 | 减仓 |
| GGG | GRACO INC COM | $2,823 | 0.00% | 33 | -17 | -34.0% | -$1,454 | 减仓 |
| AVPT | AVEPOINT INC COM CL A | $2,815 | 0.00% | 296 | -289 | -49.4% | -$2,748 | 减仓 |
| SAIA | SAIA INC COM | $2,810 | 0.00% | 8 | -116 | -93.5% | -$4.07万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL COM | $2,792 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $2,790 | 0.00% | 11 | -396 | -97.3% | -$10.04万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $2,784 | 0.00% | 76 | -64 | -45.7% | -$2,344 | 减仓 |
| DTE | DTE ENERGY CO COM | $2,771 | 0.00% | 19 | -185 | -90.7% | -$2.70万 | 减仓 |
| ZD | ZIFF DAVIS INC COM | $2,769 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO COM | $2,764 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $2,750 | 0.00% | 61 | -279 | -82.1% | -$1.26万 | 减仓 |
| CDNA | CAREDX INC COM | $2,743 | 0.00% | 158 | -93 | -37.1% | -$1,615 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $2,743 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP COM | $2,734 | 0.00% | 60 | -510 | -89.5% | -$2.32万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $2,730 | 0.00% | 39 | -663 | -94.4% | -$4.64万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,729 | 0.00% | 4 | -41 | -91.1% | -$2.80万 | 减仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $2,723 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $2,713 | 0.00% | 564 | -208 | -26.9% | -$1,001 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $2,695 | 0.00% | 25 | -542 | -95.6% | -$5.84万 | 减仓 |
| AXGN | AXOGEN INC COM | $2,650 | 0.00% | 80 | -2,610 | -97.0% | -$8.65万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $2,639 | 0.00% | 101 | -91 | -47.4% | -$2,378 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,636 | 0.00% | 34 | -11 | -24.4% | -$853 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $2,591 | 0.00% | 93 | -1,233 | -93.0% | -$3.44万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $2,588 | 0.00% | 121 | -191 | -61.2% | -$4,085 | 减仓 |
| BCC | BOISE CASCADE CO DEL COM | $2,579 | 0.00% | 34 | -1 | -2.9% | -$76 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $2,577 | 0.00% | 11 | -63 | -85.1% | -$1.48万 | 减仓 |
| SYY | SYSCO CORP COM | $2,576 | 0.00% | 36 | -336 | -90.3% | -$2.40万 | 减仓 |
| FDX | FEDEX CORP COM | $2,571 | 0.00% | 7 | -285 | -97.6% | -$10.47万 | 减仓 |
| F | FORD MTR CO COM | $2,569 | 0.00% | 223 | -5,771 | -96.3% | -$6.65万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $2,565 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $2,561 | 0.00% | 40 | -459 | -92.0% | -$2.94万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $2,558 | 0.00% | 15 | -93 | -86.1% | -$1.59万 | 减仓 |
| ACM | AECOM COM | $2,545 | 0.00% | 30 | -720 | -96.0% | -$6.11万 | 减仓 |
| XPO | XPO INC COM | $2,529 | 0.00% | 13 | -258 | -95.2% | -$5.02万 | 减仓 |
| LIN | LINDE PLC SHS | $2,527 | 0.00% | 5 | -75 | -93.8% | -$3.79万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2,493 | 0.00% | 19 | -795 | -97.7% | -$10.43万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $2,491 | 0.00% | 49 | -1,275 | -96.3% | -$6.48万 | 减仓 |
| TTC | TORO CO COM | $2,473 | 0.00% | 26 | -253 | -90.7% | -$2.41万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION COM | $2,467 | 0.00% | 13 | -580 | -97.8% | -$11.01万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2,458 | 0.00% | 13 | -14 | -51.9% | -$2,647 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2,450 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $2,447 | 0.00% | 26 | -111 | -81.0% | -$1.04万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $2,437 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC COM | $2,434 | 0.00% | 59 | -300 | -83.6% | -$1.24万 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $2,434 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $2,428 | 0.00% | 53 | -1,618 | -96.8% | -$7.41万 | 减仓 |