EdgeMarket › What Troluce Capital Advisors Llc reported owning

What Troluce Capital Advisors Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.6B

Positions

70

Quarter

2026-03-31

Shown below

46
largest by value
holdingvalue% of booksharesprice1y
BATRK
Atlanta Braves Holdings, Inc.
85.4M5.2%2.0M51.93+19.8%
ECHO
EchoStar CORP
70.2M4.3%600.0K86.81+214.0%
COF
CAPITAL ONE FINANCIAL CORP
55.7M3.4%305.3K217.91+1.5%
FWONK
Liberty Media Corp
54.4M3.3%640.0K104.94+3.2%
LYV
Live Nation Entertainment, Inc.
50.3M3.1%330.0K181.82+12.3%
FTAI
FTAI Aviation Ltd.
38.0M2.3%155.0K209.70+49.4%
WULF
TERAWULF INC.
33.2M2.0%2.3M15.64+68.5%
APTV
Aptiv PLC
30.6M1.9%441.4K48.28-35.8%
DY
DYCOM INDUSTRIES INC
30.5M1.9%90.0K392.95+52.7%
MIR
Mirion Technologies, Inc.
27.9M1.7%1.5M14.82-26.8%
ESI
Element Solutions Inc
27.7M1.7%810.4K35.31+41.0%
CRBG
Corebridge Financial, Inc.
27.1M1.7%1.1M31.95-6.6%
ETN
Eaton Corp plc
26.8M1.6%75.0K419.20+21.1%
AMTM
Amentum Holdings, Inc.
26.1M1.6%1.0M21.49-11.0%
CORZ
Core Scientific, Inc./tx
25.4M1.6%1.7M17.81+26.5%
VST
Vistra Corp.
23.8M1.5%158.0K136.21-29.4%
ASND
Ascendis Pharma A/S
22.8M1.4%99.6K253.29+31.4%
PNFP
Pinnacle Financial Partners, Inc.
22.3M1.4%258.4K102.26+10.1%
GOOG
Alphabet Inc.
21.5M1.3%75.0K341.75+70.7%
STOK
Stoke Therapeutics, Inc.
21.3M1.3%652.8K32.29+67.1%
AMZN
AMAZON COM INC
20.8M1.3%100.0K258.63+15.6%
NOK
NOKIA CORP
20.1M1.2%2.5M10.21+140.8%
FLR
FLUOR CORP
18.7M1.1%400.0K52.42+28.2%
MLYS
Mineralys Therapeutics, Inc.
17.7M1.1%655.0K25.65+65.7%
CIFR
Cipher Digital Inc.
17.4M1.1%1.4M15.77+165.0%
QGEN
QIAGEN N.V.
14.5M0.9%362.5K44.07-10.4%
GHRS
GH Research PLC
13.9M0.9%990.5K28.33+121.7%
NVDA
NVIDIA CORP
13.1M0.8%75.0K214.72+22.4%
WBD
Warner Bros. Discovery, Inc.
10.6M0.7%387.0K28.55+147.4%
BA
BOEING CO
10.0M0.6%50.0K214.20-5.1%
LBTYA
Liberty Global Ltd.
9.8M0.6%807.2K10.65-6.0%
RYN
RAYONIER INC
9.0M0.5%435.0K21.20-20.5%
EQH
Equitable Holdings, Inc.
7.4M0.5%200.0K48.90-6.1%
HUT
Hut 8 Corp.
7.0M0.4%150.0K80.86+262.4%
GE
GENERAL ELECTRIC CO
6.8M0.4%24.0K348.37+30.7%
MU
MICRON TECHNOLOGY INC
6.8M0.4%20.0K966.78+724.8%
BABA
Alibaba Group Holding Ltd
3.1M0.2%25.0K119.34-0.1%
ALC
ALCON INC
3.1M0.2%40.5K73.63-9.1%
EQPT
EquipmentShare.com Inc
3.0M0.2%147.8K18.51
NCLH
Norwegian Cruise Line Holdings Ltd.
3.0M0.2%159.1K17.24-27.7%
IMTX
Immatics N.V.
2.5M0.2%250.0K8.93+59.5%
CCL
Carnival Corp Ltd.
2.4M0.1%92.4K25.73-12.1%
FPS
Forgent Power Solutions, Inc.
1.6M0.1%55.0K33.18
ARI
Apollo Commercial Real Estate Finance, Inc.
1.1M0.1%104.8K6.93-32.5%
unmapped CUSIP 68389X204450.1K0.0%10.0K
ARKO
ARKO Corp.
21.5K0.0%3.9K4.75-5.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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