Troluce Capital Advisors LLC
Troluce Capital Advisors LLC reported 12 US-listed holdings worth $267.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Amentum Holdings, Inc. (27.6%), EchoStar Corp. (20.7%) and Mineralys Therapeutics Inc. (17.5%). Against the quarter before, it opened 7 positions, added to 3, trimmed 2 and sold out of 40.
The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +61.7% over the 5 quarters to 30 June 2026, against +33.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 7
- Advanced Energy Industries Inc. AEIS$24.2 million
- General Dynamics Corp. GD$9.7 million
- Qnity Electronics, Inc. Q$4.9 million
- Honeywell International Inc. HON$3.7 million
- Qxo Inc. QXO$3.5 million
- Innio NV INIO$1.5 million
- Abivax SA ABVX$133,260
Added to 3
- Amentum Holdings, Inc. AMTM+2.6 million shares · +257%
- Mineralys Therapeutics Inc. MLYS+1.1 million shares · +164%
- Mirion Technologies, Inc. MIR+39,212 shares · +3%
Trimmed 2
- EchoStar Corp. ECHO-56,398 shares · -9%
- Stoke Therapeutics Inc. STOK-156,384 shares · -24%
Sold out of 40
- Atlanta Braves Holdings Inc BATRK$85.4 million last quarter
- Capital One Financial Corp. COF$55.7 million last quarter
- Liberty Media Corp. Del FWONK$54.4 million last quarter
- Live Nation Entertainment, Inc. LYV$50.3 million last quarter
- Ftai Aviation Ltd FTAI$38.0 million last quarter
- Terawulf Inc. WULF$33.2 million last quarter
- Aptiv plc APTV$30.6 million last quarter
- Dycom Industries Inc. DY$30.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Amentum Holdings, Inc. AMTM | 3.6M | $73.7 million | 27.60% | +2.6M |
| EchoStar Corp. ECHO | 543.6K | $55.2 million | 20.67% | -56.4K |
| Mineralys Therapeutics Inc. MLYS | 1.7M | $46.6 million | 17.47% | +1.1M |
| Mirion Technologies, Inc. MIR | 1.5M | $27.6 million | 10.34% | +39.2K |
| Advanced Energy Industries Inc. AEIS | 65.0K | $24.2 million | 9.08% | new |
| Stoke Therapeutics Inc. STOK | 496.4K | $16.2 million | 6.08% | -156.4K |
| General Dynamics Corp. GD | 27.2K | $9.7 million | 3.62% | new |
| Qnity Electronics, Inc. Q | 30.1K | $4.9 million | 1.84% | new |
| Honeywell International Inc. HON | 16.7K | $3.7 million | 1.40% | new |
| Qxo Inc. QXO | 200.0K | $3.5 million | 1.29% | new |
| Innio NV INIO | 37.5K | $1.5 million | 0.56% | new |
| Abivax SA ABVX | 1.0K | $133,260 | 0.05% | new |
Read more
Change is shares against its 13F for the quarter before; the 40 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| iShares Russell 2000 ETF IWM | Puts | 1.0M | $300.4 million |
| Space Exploration Techn Corp. Class A Com STK SPCX | Puts | 975.0K | $166.6 million |
| EchoStar Corp. ECHO | Calls | 850.0K | $86.3 million |
| Globalstar Inc. Com New GSAT | Puts | 500.0K | $40.6 million |
| SPDR Ser Trust XBI | Puts | 250.0K | $39.6 million |
| Globalstar Inc. Com New GSAT | Calls | 235.4K | $19.1 million |
| Timken Co. TKR | Calls | 98.4K | $14.3 million |
| Amazon.com Inc. AMZN | Calls | 50.0K | $11.9 million |
| NRG Energy, Inc. NRG | Calls | 58.5K | $8.5 million |
| Bridgebio Pharma Inc. BBIO | Calls | 100.0K | $7.4 million |
| Entegris Inc. ENTG | Calls | 24.6K | $4.4 million |
| Fox Corp. FOXA | Calls | 62.0K | $3.2 million |
| Mineralys Therapeutics Inc. MLYS | Calls | 50.0K | $1.3 million |
| Warner Bros Discovery Inc. WBD | Calls | 5.3K | $141,298 |
14 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.