TORNO CAPITAL, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
128
Quarter
2025 Q4
Top Holding
GOOGL (13.1%)
Top 10 Concentration
69.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 128
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GOOGL
ALPHABET INC
Communication Services 13.13% 7.22% #1 4
Prev: #5
5.4 -172,500 -47.9%
P
S
187,500 $58,687,500 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWY
ISHARES INC
PUT
PUT Option 12.40% #2
Prev: #—
7.0 570,000 no change
NEW
570,000 $55,415,400 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EZA
ISHARES INC
PUT
PUT Option 9.84% #3
Prev: #—
5.9 639,500 no change
NEW
639,500 $43,997,600 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWY
ISHARES INC
CALL
CALL Option 8.70% #4
Prev: #—
5.5 400,000 no change
NEW
400,000 $38,888,000 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
CALL
CALL Option 6.42% #5
Prev: #—
4.6 750,000 no change
NEW
750,000 $28,717,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DELL
DELL TECHNOLOGI...
PUT
PUT Option 4.22% #6
Prev: #—
3.7 150,000 no change
NEW
150,000 $18,882,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
CALL
CALL Option 3.93% #7
Prev: #—
3.6 16,400 no change
NEW
16,400 $17,553,576 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SILJ
AMPLIFY ETF TR
ETF 3.84% #8
Prev: #—
3.5 620,500 no change
NEW
620,500 $17,169,235 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
PUT
PUT Option 3.64% #9
Prev: #—
3.5 15,200 no change
NEW
15,200 $16,269,168 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LITE
LUMENTUM HLDGS ...
CALL
CALL Option 3.00% 2.16% #10 2
Prev: #12
1.4 -124,600 -77.4%
P
S
36,400 $13,416,676 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EZA
ISHARES INC
ETF 2.85% #11
Prev: #—
3.1 185,000 no change
NEW
185,000 $12,728,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDL
GRANITESHARES E...
PUT
PUT Option 2.36% 1.16% #12 5
Prev: #17
1.0 -30,000 -20.0%
P
S
120,000 $10,561,200 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOXL
DIREXION SHS ET...
PUT
PUT Option 1.98% 5.53% #13 7
Prev: #6
1.1 -1,712,700 -89.1%
P
S
210,300 $8,838,909 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
PUT
PUT Option 1.94% 0.63% #14 10
Prev: #24
0.8 no change no change
P
S
112,500 $8,665,875 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBIT
ISHARES BITCOIN...
CALL
CALL Option 1.53% 0.74% #15 8
Prev: #23
0.6 no change no change
P
S
138,000 $6,851,700 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SIL
GLOBAL X FDS
ETF 1.40% #16
Prev: #—
2.6 75,000 no change
NEW
75,000 $6,264,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
HOWMET AEROSPAC...
CALL
CALL Option 1.32% #17
Prev: #—
2.5 28,700 no change
NEW
28,700 $5,884,074 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
PUT
PUT Option 1.28% #18
Prev: #—
2.5 150,000 no change
NEW
150,000 $5,743,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STNG
SCORPIO TANKERS...
CALL
CALL Option 1.25% 0.51% #19 6
Prev: #25
0.5 no change no change
P
S
110,000 $5,591,300 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TQQQ
PROSHARES TR
PUT
PUT Option 1.23% 1.57% #20 7
Prev: #13
0.6 -80,600 -43.7%
P
S
103,900 $5,477,608 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTR
VENTAS INC
CALL
CALL Option 1.21% #21
Prev: #—
2.5 70,000 no change
NEW
70,000 $5,416,600 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WULF
TERAWULF INC
CALL
CALL Option 1.16% #22
Prev: #—
2.5 450,000 no change
NEW
450,000 $5,170,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GDXJ
VANECK ETF TRUS...
PUT
PUT Option 1.04% #23
Prev: #—
2.4 41,000 no change
NEW
41,000 $4,664,980 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EMPD
EMPERY DIGITAL ...
Consumer Cyclical 0.87% 0.12% #24 18
Prev: #42
2.6 660,000 347.4%
P
S
850,000 $3,880,250 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IREN
IREN LIMITED
PUT
PUT Option 0.68% 0.31% #25 2
Prev: #27
0.3 no change no change
P
S
80,000 $3,021,600 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
CALL
CALL Option 0.00% 16.95%
Sold All 😨
(Was: #1)
0.3 -595,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
PUT
PUT Option 0.00% 12.03%
Sold All 😨
(Was: #2)
0.3 -600,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
Communication Services 0.00% 9.94%
Sold All 😨
(Was: #3)
0.3 -495,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
PUT
PUT Option 0.00% 7.24%
Sold All 😨
(Was: #4)
0.3 -254,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
CALL
CALL Option 0.00% 5.40%
Sold All 😨
(Was: #7)
0.3 -137,200 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
CALL
CALL Option 0.00% 5.39%
Sold All 😨
(Was: #8)
0.3 -147,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
PUT
PUT Option 0.00% 5.02%
Sold All 😨
(Was: #9)
0.3 -250,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMI
BADGER METER IN...
CALL
CALL Option 0.00% 2.76%
Sold All 😨
(Was: #10)
0.3 -187,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WDC
WESTERN DIGITAL...
PUT
PUT Option 0.00% 2.46%
Sold All 😨
(Was: #11)
0.3 -248,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 1.42%
Sold All 😨
(Was: #14)
0.3 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AIV
APARTMENT INVT ...
CALL
CALL Option 0.00% 1.31%
Sold All 😨
(Was: #15)
0.3 -2,000,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
CALL
CALL Option 0.00% 1.18%
Sold All 😨
(Was: #16)
0.3 -58,900 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWG
ISHARES INC
CALL
CALL Option 0.00% 1.15%
Sold All 😨
(Was: #18)
0.3 -335,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMI
BADGER METER IN...
PUT
PUT Option 0.00% 1.13%
Sold All 😨
(Was: #19)
0.3 -77,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
PUT
PUT Option 0.00% 0.80%
Sold All 😨
(Was: #20)
0.3 -30,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDO
CREDO TECHNOLOG...
PUT
PUT Option 0.00% 0.75%
Sold All 😨
(Was: #21)
0.3 -62,500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDK
SANDISK CORP
CALL
CALL Option 0.00% 0.74%
Sold All 😨
(Was: #22)
0.3 -80,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
PUT
PUT Option 0.00% 0.38%
Sold All 😨
(Was: #26)
0.3 -50,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 0.00% 0.24%
Sold All 😨
(Was: #29)
0.3 -32,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDL
GRANITESHARES E...
ETF 0.00% 0.19%
Sold All 😨
(Was: #33)
0.3 -25,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
CALL
CALL Option 0.00% 0.19%
Sold All 😨
(Was: #34)
0.3 -12,200 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
INTUITIVE SURGI...
CALL
CALL Option 0.00% 0.17%
Sold All 😨
(Was: #35)
0.3 -4,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
CALL
CALL Option 0.00% 0.15%
Sold All 😨
(Was: #36)
0.3 -7,800 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.14%
Sold All 😨
(Was: #38)
0.3 -55,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MET
METLIFE INC
CALL
CALL Option 0.00% 0.13%
Sold All 😨
(Was: #39)
0.3 -19,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLO
VALERO ENERGY C...
CALL
CALL Option 0.00% 0.12%
Sold All 😨
(Was: #40)
0.3 -8,900 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
CALL
CALL Option 0.00% 0.12%
Sold All 😨
(Was: #43)
0.3 -11,300 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
CALL
CALL Option 0.00% 0.11%
Sold All 😨
(Was: #44)
0.3 -4,900 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
CALL
CALL Option 0.00% 0.10%
Sold All 😨
(Was: #45)
0.3 -40,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
CALL
CALL Option 0.00% 0.08%
Sold All 😨
(Was: #47)
0.3 -20,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
PUT
PUT Option 0.00% 0.08%
Sold All 😨
(Was: #48)
0.3 -30,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HUT
HUT 8 CORP
CALL
CALL Option 0.00% 0.08%
Sold All 😨
(Was: #49)
0.3 -26,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCAR
PACCAR INC
CALL
CALL Option 0.00% 0.07%
Sold All 😨
(Was: #50)
0.3 -8,900 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RIOT
RIOT PLATFORMS ...
CALL
CALL Option 0.00% 0.06%
Sold All 😨
(Was: #51)
0.3 -40,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
CALL
CALL Option 0.00% 0.06%
Sold All 😨
(Was: #52)
0.3 -1,500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OILK
PROSHARES TR
CALL
CALL Option 0.00% 0.06%
Sold All 😨
(Was: #53)
0.3 -18,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #54)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNC
CENTENE CORP DE...
CALL
CALL Option 0.00% 0.06%
Sold All 😨
(Was: #55)
0.3 -20,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOXX
EA SERIES TRUST
Unknown 0.00% 0.05%
Sold All 😨
(Was: #57)
0.3 -5,680 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZETA
ZETA GLOBAL HOL...
CALL
CALL Option 0.00% 0.04%
Sold All 😨
(Was: #58)
0.3 -22,500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SERV
SERVE ROBOTICS ...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #59)
0.3 -34,800 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGIO
AGIOS PHARMACEU...
PUT
PUT Option 0.00% 0.03%
Sold All 😨
(Was: #60)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOLD
AMICUS THERAPEU...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #61)
0.3 -50,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FOLD
AMICUS THERAPEU...
PUT
PUT Option 0.00% 0.03%
Sold All 😨
(Was: #62)
0.3 -50,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MURA
MURAL ONCOLOGY ...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #63)
0.3 -170,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MIR
MIRION TECHNOLO...
PUT
PUT Option 0.00% 0.03%
Sold All 😨
(Was: #64)
0.3 -15,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KINS
KINGSTONE COS I...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #65)
0.3 -22,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALTS
ALT5 SIGMA CORP
ETF 0.00% 0.02%
Sold All 😨
(Was: #68)
0.3 -67,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCPH
SCPHARMACEUTICA...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #69)
0.3 -30,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MIR
MIRION TECHNOLO...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #70)
0.3 -6,410 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALTS
ALT5 SIGMA CORP
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #71)
0.3 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGIO
AGIOS PHARMACEU...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #72)
0.3 -2,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZETA
ZETA GLOBAL HOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #73)
0.3 -2,500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #74)
0.3 -250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGSF
BGSF INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #75)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LVTX
LAVA THERAPEUTI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #76)
0.3 -15,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KINS
KINGSTONE COS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #77)
0.3 -1,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 128 holdings

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