Palo Ds Manager

Torque Asset Management as of June 30, 2025

Portfolio Holdings for Torque Asset Management

Torque Asset Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 17.0 $39M 176k 219.39
Mastercard Cl A (MA) 10.6 $24M 43k 561.94
Meta Platforms Cl A (META) 10.2 $23M 32k 738.09
Microsoft Corporation (MSFT) 7.8 $18M 36k 497.41
Bio-techne Corporation (TECH) 6.6 $15M 291k 51.45
Chewy Cl A (CHWY) 6.1 $14M 326k 42.62
Okta Cl A (OKTA) 6.1 $14M 138k 99.97
Uber Technologies (UBER) 5.9 $13M 142k 93.30
Procore Technologies (PCOR) 5.8 $13M 193k 68.42
Ptc (PTC) 5.3 $12M 70k 172.34
Workday Cl A (WDAY) 5.3 $12M 50k 240.00
Servicenow (NOW) 5.3 $12M 12k 1028.08
Acv Auctions Com Cl A (ACVA) 5.1 $12M 717k 16.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $6.3M 10k 617.85