StockDriftsStockDriftsTop 10 Troluce Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMTM | AMENTUM HOLDINGS INC | 27.6% | 3.57M | $73.7M | +256.54%(+2.57M) | $24.22(-11.34%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 20.67% | 543.6K | $55.2M | -9.40%(-56.40K) | $81.31(+13.77%) | 2026-06-30 | |
| MLYS | MINERALYS THERAPEUTICS INC | 17.47% | 1.73M | $46.6M | +163.93%(+1.07M) | $27.69(-7.39%) | 2026-06-30 | |
| MIR | MIRION TECHNOLOGIES INC | 10.34% | 1.54M | $27.6M | +2.61%(+39.21K) | $20.16(-21.17%) | 2026-06-30 | |
| AEIS | ADVANCED ENERGY INDS | 9.08% | 65.0K | $24.2M | new | $335.58(-1.59%) | 2026-06-30 | |
| STOK | STOKE THERAPEUTICS INC | 6.08% | 496.4K | $16.2M | -23.96%(-156.38K) | $32.15(-2.74%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP | 3.62% | 27.3K | $9.7M | new | $347.51(+13.89%) | 2026-06-30 | |
| Q | QNITY ELECTRONICS INC | 1.84% | 30.1K | $4.9M | new | $135.21(+5.24%) | 2026-06-30 | |
| QXO | QXO INC | 1.29% | 200.0K | $3.5M | new | $17.74(-18.23%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 0.05% | 1.0K | $133K | new | $117.38(+1.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.46% | +143.08% | — | — | +143.08% |
| Top 20 Holdings Unweighted | +31.93% | +129.65% | — | — | +129.65% |
Troluce Capital Advisors LLC reports $970.99M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are AMTM (27.6%), SATS (20.7%) and MLYS (17.5%). The top 20 holdings account for 98.04% of reported assets. Its disclosed equity book has returned +143.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Troluce Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910321). View Troluce Capital Advisors LLC’s 13F filings on SEC