Investor
Troluce Capital Advisors LLC
CIK 0001910321 · filed 2026-05-15 · SEC filing
13F book
$1.63B
Positions
46
40 new · 4 sold
Largest name
5.2%
Atlanta Braves Hldgs Inc
Est. mark
−$11.8M
Price effect on 6 names still held. Flow $821.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Atlanta Braves Hldgs Inc | — | 2M | $85.4M | 5.2% | $1.73M | Added$64.4M |
| Echostar Corp | ECHO | 600K | $70.2M | 4.3% | — | New |
| Capital One Finl Corp | — | 305.3K | $55.7M | 3.4% | −$8.39M | Added$21.8M |
| Liberty Media Corp Del | — | 640K | $54.4M | 3.3% | −$2.02M | Added$39.6M |
| Live Nation Entertainment In | — | 330K | $50.3M | 3.1% | — | New |
| Ftai Aviation Ltd | — | 155K | $38M | 2.3% | — | New |
| Terawulf Inc. | WULF | 2.3M | $33.2M | 2.0% | — | New |
| Aptiv Plc | APTV | 441.4K | $30.6M | 1.9% | — | New |
| Dycom Inds Inc | — | 90K | $30.5M | 1.9% | — | New |
| Mirion Technologies, Inc. | MIR | 1.5M | $27.9M | 1.7% | −$4.11M | Added$7.98M |
| Element Solutions Inc | ESI | 810.4K | $27.7M | 1.7% | — | New |
| Corebridge Finl Inc | — | 1.14M | $27.1M | 1.7% | — | New |
| Eaton Corp Plc | ETN | 75K | $26.8M | 1.6% | — | New |
| Amentum Holdings, Inc. | AMTM | 1M | $26.1M | 1.6% | — | New |
| Core Scientific Inc New | — | 1.7M | $25.4M | 1.6% | — | New |
| Vistra Corp. | VST | 158K | $23.8M | 1.5% | — | New |
| Ascendis Pharma A/S | ASND | 99.6K | $22.8M | 1.4% | — | New |
| Pinnacle Finl Partners Inc Com | — | 258.4K | $22.3M | 1.4% | — | New |
| Alphabet Inc | — | 75K | $21.5M | 1.3% | — | New |
| Stoke Therapeutics, Inc. | STOK | 652.8K | $21.3M | 1.3% | — | New |
| Amazon Com Inc | AMZN | 100K | $20.8M | 1.3% | — | New |
| Nokia Corp | — | 2.5M | $20.1M | 1.2% | — | New |
| Fluor Corp New | FLR | 400K | $18.7M | 1.1% | — | New |
| Mineralys Therapeutics, Inc. | MLYS | 655K | $17.7M | 1.1% | — | New |
| Cipher Mining Inc | CIFR | 1.35M | $17.4M | 1.1% | — | New |
| Qiagen Nv Ord Shares | — | 362.5K | $14.5M | 0.9% | — | New |
| Gh Research Plc | GHRS | 990.5K | $13.9M | 0.9% | $507.6K | Added$9.19M |
| Nvidia Corp | NVDA | 75K | $13.1M | 0.8% | — | New |
| Warner Bros. Discovery, Inc. | WBD | 387K | $10.6M | 0.7% | — | New |
| Boeing Co | — | 50K | $9.95M | 0.6% | — | New |
| Liberty Global Ltd | — | 807.2K | $9.76M | 0.6% | — | New |
| Rayonier Inc | RYN | 435K | $8.97M | 0.5% | — | New |
| Equitable Hldgs Inc | — | 200K | $7.42M | 0.5% | — | New |
| Hut 8 Corp. | HUT | 150K | $7.04M | 0.4% | — | New |
| Ge Aerospace | — | 24K | $6.81M | 0.4% | — | New |
| Micron Technology Inc | MU | 20K | $6.76M | 0.4% | $471.9K | Added$4.19M |
| Alibaba Group Hldg Ltd | — | 25K | $3.14M | 0.2% | — | New |
| Alcon Inc | ALC | 40.5K | $3.05M | 0.2% | — | New |
| EquipmentShare.com Inc | EQPT | 147.8K | $3.01M | 0.2% | — | New |
| Norwegian Cruise Line Hldg L | — | 159.1K | $2.98M | 0.2% | — | New |
| Immatics N.V. | IMTX | 250K | $2.46M | 0.2% | — | New |
| Carnival Corp Ltd. | CCL | 92.4K | $2.39M | 0.1% | — | New |
| Forgent Power Solutions, Inc. | FPS | 55K | $1.61M | 0.1% | — | New |
| Apollo Coml Real Est Fin Inc | — | 104.8K | $1.11M | 0.1% | — | New |
| Oracle Corp | — | 10K | $450.1K | 0.0% | — | New |
| ARKO Corp. | ARKO | 3.87K | $21.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.