TORQUE ASSET MANAGEMENT LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$226.5B

Holdings

14

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON.COM INC
175,758$38.6B17.03%
2
MAMASTERCARD INC
42,806$24.1B10.62%
3
METAMETA PLATFORMS INC
31,451$23.2B10.25%
4
MSFTMICROSOFT CORP
35,543$17.7B7.81%
5
TECHBIO-TECHNE CORP
290,956$15.0B6.61%
6
CHWYCHEWY INC
325,987$13.9B6.13%
7
OKTAOKTA INC
137,572$13.8B6.07%
8
UBERUBER TECHNOLOGIES INC
142,060$13.3B5.85%
9
PCORPROCORE TECHNOLOGIES INC
192,499$13.2B5.82%
10
PTCPTC INC
69,934$12.1B5.32%
11
WDAYWORKDAY INC
49,974$12.0B5.30%
12
NOWSERVICENOW INC
11,582$11.9B5.26%
13
ACVAACV AUCTIONS INC
716,972$11.6B5.13%
14
SPYSPDR S&P 500 ETF TR
10,274$6.3B2.80%