Troluce Capital Advisors LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Troluce Capital Advisors LLC disclosed 46 US equity positions worth $944.7m in its Q1 2026 13F filing. The largest position was BATRK at 9.0% of the reported book, followed by ECHO and COF.
What did Troluce Capital Advisors LLC own in Q1 2026? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 9.0% | $85.4m | 2,000,000 | – | |
| 2 | ECHO ECHOSTAR CORP | Communication Services | 7.4% | $70.2m | 600,000 | – | |
| 3 | COF CAPITAL ONE FINL CORP | Financial Services | 5.9% | $55.7m | 305,300 | – | |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 5.8% | $54.4m | 640,000 | – | |
| 5 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 5.3% | $50.3m | 330,000 | – | |
| 6 | FTAI AVIATION LTD | 4.0% | $38.0m | 155,000 | – | ||
| 7 | WULF TERAWULF INC | Financial Services | 3.5% | $33.2m | 2,300,000 | – | |
| 8 | APTV APTIV PLC | Consumer Cyclical | 3.2% | $30.6m | 441,383 | – | |
| 9 | DY DYCOM INDS INC | Industrials | 3.2% | $30.5m | 90,000 | – | |
| 10 | MIR MIRION TECHNOLOGIES INC | Industrials | 3.0% | $27.9m | 1,500,000 | – | |
| 11 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 2.9% | $27.7m | 810,400 | – | |
| 12 | CRBG COREBRIDGE FINL INC | Financial Services | 2.9% | $27.1m | 1,136,200 | – | |
| 13 | ETN EATON CORP PLC | Industrials | 2.8% | $26.8m | 75,000 | – | |
| 14 | AMTM AMENTUM HOLDINGS INC | Industrials | 2.8% | $26.1m | 1,000,000 | – | |
| 15 | CORZ CORE SCIENTIFIC INC NEW | Technology | 2.7% | $25.4m | 1,697,090 | – | |
| 16 | VST VISTRA CORP | Utilities | 2.5% | $23.8m | 158,000 | – | |
| 17 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.4% | $22.8m | 99,600 | – | |
| 18 | PNFP PINNACLE FINL PARTNERS INC | Financial Services | 2.4% | $22.3m | 258,400 | – | |
| 19 | GOOG ALPHABET INC | Communication Services | 2.3% | $21.5m | 75,000 | – | |
| 20 | STOK STOKE THERAPEUTICS INC | Healthcare | 2.2% | $21.3m | 652,800 | – | |
| 21 | AMZN AMAZON COM INC | Consumer Cyclical | 2.2% | $20.8m | 100,000 | – | |
| 22 | NOK NOKIA CORP | Technology | 2.1% | $20.1m | 2,500,000 | – | |
| 23 | FLR FLUOR CORP | Industrials | 2.0% | $18.7m | 400,000 | – | |
| 24 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.9% | $17.7m | 655,000 | – | |
| 25 | CIFR CIPHER DIGITAL INC | Technology | 1.8% | $17.4m | 1,350,000 | – | |
| 26 | QGEN QIAGEN NV | Healthcare | 1.5% | $14.5m | 362,500 | – | |
| 27 | GHRS GH RESEARCH PLC | Healthcare | 1.5% | $13.9m | 990,472 | – | |
| 28 | NVDA NVIDIA CORPORATION | Technology | 1.4% | $13.1m | 75,000 | – | |
| 29 | WBD WARNER BROS DISCOVERY INC | Communication Services | 1.1% | $10.6m | 387,000 | – | |
| 30 | BA BOEING CO | Industrials | 1.1% | $10.0m | 50,000 | – | |
| 31 | LIBERTY GLOBAL LTD | 1.0% | $9.8m | 807,234 | – | ||
| 32 | RYN RAYONIER INC | Real Estate | 0.9% | $9.0m | 435,000 | – | |
| 33 | EQH EQUITABLE HLDGS INC | Financial Services | 0.8% | $7.4m | 200,000 | – | |
| 34 | HUT HUT 8 CORP | Financial Services | 0.7% | $7.0m | 150,000 | – | |
| 35 | GE GE AEROSPACE | Industrials | 0.7% | $6.8m | 24,000 | – | |
| 36 | MU MICRON TECHNOLOGY INC | Technology | 0.7% | $6.8m | 20,000 | – | |
| 37 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.3% | $3.1m | 25,000 | – | |
| 38 | ALC ALCON AG | Healthcare | 0.3% | $3.1m | 40,500 | – | |
| 39 | EQPT EQUIPMENTSHARE COM INC | Industrials | 0.3% | $3.0m | 147,800 | – | |
| 40 | NCLH NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 0.3% | $3.0m | 159,100 | – | |
| 41 | IMTX IMMATICS N.V | Healthcare | 0.3% | $2.5m | 250,000 | – | |
| 42 | CCL CARNIVAL CORP | Consumer Cyclical | 0.3% | $2.4m | 92,400 | – | |
| 43 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 0.2% | $1.6m | 55,000 | – | |
| 44 | ARI APOLLO COML REAL ESTATE FIN | Real Estate | 0.1% | $1.1m | 104,800 | – | |
| 45 | ORACLE CORP | 0.0% | $450.1k | 10,000 | – | ||
| 46 | ARKO ARKO CORP | 0.0% | $21.5k | 3,874 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.