Troluce Capital Advisors LLC — Q4 2025 13F 持股

Name: Troluce Capital Advisors LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910321

申報總市值

US$16.3億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	COF	Capital One Financial CORP	股票-金融	21.52%	-18.11%	-26.70%
2	✓	Golar Lng LTD	股票-其他	14.13%	-14.13%	EXIT
3	BATRK	Atlanta Braves Holdings In-c	股票-其他	13.35%	-8.11%	—
4	MIR	Mirion Technologies INC	股票-工業	12.63%	—	—
5	PRMB	Primo Brands CORP	股票-非循環性消費	9.91%	-9.91%	EXIT
6	FWONK	Liberty Media Corp-formula-c	股票-通訊服務	9.37%	-6.03%	+50.00%
7	HON	Honeywell International INC	股票-工業	6.19%	-6.19%	EXIT
8	AVGO	Broadcom INC	股票-科技	4.39%	—	—
9	CLSK 0 06-15-30	Cleanspark INC	股票-金融	3.88%	—	—
10	GHRS	GH Research PLC	股票-其他	3.01%	-2.16%	+698.79%
11	MU	Micron Technology INC	股票-科技	1.63%	—	—

Troluce Capital Advisors LLC 於截至 Q4 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	COF	Capital One Financial CORP	+15.8%	-26.70%	減碼
2	PRMB	Primo Brands CORP	+8.4%	+91.20%	加碼
3	FWONK	Liberty Media Corp-formula-c	+7.9%	+50.00%	加碼
4	GHRS	GH Research PLC	+2.9%	+698.79%	加碼
5	HON	Honeywell International INC	-1.5%	-80.95%	減碼
6	FLR	Fluor CORP	—	EXIT	清倉
7	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
8	KVUE	Kenvue INC	—	EXIT	清倉
9	ECHO	Echostar Corp-a	—	EXIT	清倉
10	6D8	Dupont De Nemours INC	—	EXIT	清倉
11	OKLO	Oklo INC	—	EXIT	清倉
12	GLNG	Golar LNG Limited	—	EXIT	清倉
13	EXK	Exact Sciences CORP	—	EXIT	清倉
14	AMCR	Amcor plc	—	EXIT	清倉
15	✓	Golar Lng LTD	—	NEW	新建倉
16	BATRK	Atlanta Braves Holdings In-c	—	NEW	新建倉
17	MIR	Mirion Technologies INC	—	NEW	新建倉
18	SARO	Standardaero INC	—	EXIT	清倉
19	INTC	Intel CORP	—	EXIT	清倉
20	EQIX	Equinix INC	—	EXIT	清倉
21	UHAL-B	U-haul Holding Co-non Voting	—	EXIT	清倉
22	RAL	Ralliant CORP	—	EXIT	清倉
23	KDP	Keurig Dr Pepper INC	—	EXIT	清倉
24	ALLY	Ally Financial INC	—	EXIT	清倉
25	VSTS	Vestis CORP	—	EXIT	清倉
26	SYF	Synchrony Financial	—	EXIT	清倉
27	AVGO	Broadcom INC	—	NEW	新建倉
28	CTRI	Centuri Holdings INC	—	EXIT	清倉
29	CLSK 0 06-15-30	Cleanspark INC	—	NEW	新建倉
30	ASND	Ascendis Pharma A/S	—	EXIT	清倉
31	HPP	Hudson Pacific Properties, Inc.	—	EXIT	清倉
32	RGLD	Royal Gold INC	—	EXIT	清倉
33	MU	Micron Technology INC	—	NEW	新建倉
34	BA	Boeing Co/the	—	EXIT	清倉
35	EWTX	Edgewise Therapeutics INC	—	EXIT	清倉