Palo Ds Manager
Latest statistics and disclosures from Torque Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, META, MA, MSFT, PCOR, and represent 55.93% of Torque Asset Management's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$12M), AMZN (+$10M), PCOR (+$9.0M), META (+$7.9M), OKTA (+$6.3M), MA (+$5.3M), UBER (+$5.2M), MSFT, PTC, TECH.
- Reduced shares in these 2 stocks: , ACVA (-$12M).
- Sold out of its positions in ACVA, WDAY.
- Torque Asset Management was a net buyer of stock by $49M.
- Torque Asset Management has $279M in assets under management (AUM), dropping by 23.02%.
- Central Index Key (CIK): 0002011256
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Positions held by Palo Ds Manager consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Torque Asset Management
Torque Asset Management holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 17.5 | $49M | +26% | 223k | 219.57 |
|
| Meta Platforms Cl A (META) | 11.1 | $31M | +34% | 42k | 734.38 |
|
| Mastercard Cl A (MA) | 10.7 | $30M | +21% | 52k | 568.81 |
|
| Microsoft Corporation (MSFT) | 8.3 | $23M | +26% | 45k | 517.95 |
|
| Procore Technologies (PCOR) | 8.3 | $23M | +64% | 316k | 72.92 |
|
| Bio-techne Corporation (TECH) | 7.4 | $21M | +27% | 371k | 55.63 |
|
| Uber Technologies (UBER) | 6.9 | $19M | +37% | 195k | 97.97 |
|
| Ptc (PTC) | 6.8 | $19M | +33% | 94k | 203.02 |
|
| Okta Cl A (OKTA) | 6.8 | $19M | +49% | 206k | 91.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.7 | $19M | +172% | 28k | 666.18 |
|
| Servicenow (NOW) | 4.8 | $13M | +25% | 15k | 920.28 |
|
| Chewy Cl A (CHWY) | 4.7 | $13M | 326k | 40.45 |
|
Past Filings by Torque Asset Management
SEC 13F filings are viewable for Torque Asset Management going back to 2023
- Torque Asset Management 2025 Q3 filed Nov. 14, 2025
- Torque Asset Management 2025 Q2 filed Aug. 14, 2025
- Two Star Manager 2025 Q1 filed May 14, 2025
- Two Star Manager 2024 Q4 filed Feb. 14, 2025
- Two Star Manager 2024 Q3 filed Nov. 12, 2024
- Two Star Manager 2024 Q2 filed July 12, 2024
- Palo Ds Manager 2024 Q1 filed April 30, 2024
- Palo Ds Manager 2023 Q4 filed Feb. 12, 2024