Troluce Capital Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Troluce Capital Advisors LLC disclosed 12 US equity positions worth $267.0m in its Q2 2026 13F filing. The largest position was AMTM at 27.6% of the reported book, followed by ECHO and MLYS. Against the Q1 2026 filing, it opened 7 new positions, added to 3 and reduced 2 among the top 12 holdings.
What did Troluce Capital Advisors LLC own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMTM AMENTUM HOLDINGS INC | Industrials | 27.6% | $73.7m | 3,565,399 | 257% | added |
| 2 | ECHO ECHOSTAR CORP | Communication Services | 20.7% | $55.2m | 543,602 | -9% | reduced |
| 3 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 17.5% | $46.6m | 1,728,753 | 164% | added |
| 4 | MIR MIRION TECHNOLOGIES INC | Industrials | 10.3% | $27.6m | 1,539,212 | 3% | added |
| 5 | AEIS ADVANCED ENERGY INDS | Industrials | 9.1% | $24.2m | 65,000 | – | new |
| 6 | STOK STOKE THERAPEUTICS INC | Healthcare | 6.1% | $16.2m | 496,416 | -24% | reduced |
| 7 | GD GENERAL DYNAMICS CORP | Industrials | 3.6% | $9.7m | 27,250 | – | new |
| 8 | Q QNITY ELECTRONICS INC | Technology | 1.8% | $4.9m | 30,100 | – | new |
| 9 | HON HONEYWELL INTL INC | Industrials | 1.4% | $3.7m | 16,700 | – | new |
| 10 | QXO QXO INC | Industrials | 1.3% | $3.5m | 200,000 | – | new |
| 11 | INIO INNIO NV | Industrials | 0.6% | $1.5m | 37,500 | – | new |
| 12 | ABVX ABIVAX SA | Healthcare | 0.0% | $133.3k | 1,000 | – | new |
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.