Toroso Investments, LLC Portfolio Holdings
Q3 2025•1,835 long positions•$23.2B portfolio value
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Holding1,980 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $726.4M 3.13% | +$152.0M Bought | 0.016% 3.9M shares | 3.1M → 3.9M +$152.0M | +26.47% | $4.54T Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $613.7M 2.64% | +$177.3M Bought | 0.016% 1.2M shares | 842.6K → 1.2M +$177.3M | +40.62% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $534.1M 2.3% | +$113.7M Bought | 0.014% 2.1M shares | 1.7M → 2.1M +$113.7M | +27.03% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $425.4M 1.83% | +$3.4M Bought | — 635.6K shares | 630.5K → 635.6K +$3.4M | +0.8% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $403.7M 1.74% | +$122.0M Bought | 0.317% 2.8M shares | 2.0M → 2.8M +$122.0M | +43.3% | $127.24B Large Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $361.0M 1.56% | +$89.0M Bought | 0.012% 1.5M shares | 1.1M → 1.5M +$89.0M | +32.73% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Gold Basic Materials | $341.4M 1.47% | -$47.5M Sold | 2.83% 18.2M shares | 20.7M → 18.2M −$47.5M | -12.22% | $12.1B Large Cap | Q1 2024 Held for 1y 8m | |
Gold Basic Materials | $339.8M 1.46% | +$96.4M Bought | 4.19% 28.1M shares | 20.1M → 28.1M +$96.4M | +39.58% | $8.1B Mid Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $331.2M 1.43% | +$132.1M Bought | 0.021% 1.0M shares | 603.7K → 1.0M +$132.1M | +66.33% | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
Software - Infrastructure Technology | $325.3M 1.4% | +$179.5M Bought | 0.075% 1.8M shares | 799.6K → 1.8M +$179.5M | +123.02% | $432.76B Mega Cap | Q1 2021 Held for 4y 8m | |
Specialty Retail Consumer Cyclical | $281.7M 1.21% | +$4.6M Bought | 0.012% 1.3M shares | 1.3M → 1.3M +$4.6M | +1.64% | $2.34T Mega Cap | Q3 2019 Held for 6y 2m | |
Silver Basic Materials | $258.3M 1.11% | +$31.7M Bought | 4.3% 21.0M shares | 18.4M → 21.0M +$31.7M | +14.0% | $6.0B Mid Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $250.8M 1.08% | +$9.4M Bought | — 764.1K shares | 735.3K → 764.1K +$9.4M | +3.91% | — — | Q4 2018 Held for 6y 11m | |
Software - Application Technology | $248.6M 1.07% | +$113.3M Bought | 0.272% 771.5K shares | 419.8K → 771.5K +$113.3M | +83.75% | $91.4B Large Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $246.0M 1.06% | +$6.4M Bought | 0.013% 335.0K shares | 326.3K → 335.0K +$6.4M | +2.67% | $1.84T Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Application Technology | $240.3M 1.04% | +$122.5M Bought | 0.277% 711.9K shares | 349.0K → 711.9K +$122.5M | +104.02% | $86.7B Large Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $235.3M 1.01% | +$109.4M Bought | 0.029% 836.6K shares | 447.7K → 836.6K +$109.4M | +86.87% | $801.76B Mega Cap | Q4 2018 Held for 6y 11m | |
Auto - Manufacturers Consumer Cyclical | $218.3M 0.94% | -$4.1M Sold | 0.015% 490.8K shares | 500.0K → 490.8K −$4.1M | -1.84% | $1.48T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $204.2M 0.88% | +$192.7M Bought | 0.301% 1.5M shares | 83.7K → 1.5M +$192.7M | +1,683.32% | $67.8B Large Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $184.5M 0.795% | +$182.5M Bought | 0.796% 3.9M shares | 42.4K → 3.9M +$182.5M | +8,991.73% | $23.2B Large Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $162.2M 0.699% | +$153.5M Bought | 1.27% 2.9M shares | 152.1K → 2.9M +$153.5M | +1,779.57% | $12.8B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $154.1M 0.664% | +$57.7M Bought | 0.067% 463.9K shares | 290.2K → 463.9K +$57.7M | +59.88% | $231.14B Mega Cap | Q4 2018 Held for 6y 11m | |
Financial - Credit Services Financial Services | $146.7M 0.632% | +$54.2M Bought | 0.022% 429.9K shares | 271.1K → 429.9K +$54.2M | +58.53% | $662.60B Mega Cap | Q4 2018 Held for 6y 11m | |
Renewable Utilities Utilities | $146.3M 0.631% | +$126.5M Bought | 3.04% 4.1M shares | 549.8K → 4.1M +$126.5M | +639.29% | $4.8B Mid Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $146.2M 0.63% | +$37.2M Bought | 0.056% 903.9K shares | 674.1K → 903.9K +$37.2M | +34.1% | $262.56B Mega Cap | Q4 2018 Held for 6y 11m | |
Computer Hardware Technology | $141.8M 0.611% | +$70.8M Bought | 1.47% 4.8M shares | 2.4M → 4.8M +$70.8M | +99.86% | $9.7B Mid Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $139.3M 0.6% | +$139.3M Bought | 0.823% 3.5M shares | — | — | $16.9B Large Cap | Q2 2021 Held for 4y 5m | |
Other Precious Metals Basic Materials | $137.6M 0.593% | +$28.0M Bought | 6.05% 17.6M shares | 14.0M → 17.6M +$28.0M | +25.56% | $2.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Gold Basic Materials | $137.5M 0.592% | +$39.1M Bought | 0.271% 1.2M shares | 879.2K → 1.2M +$39.1M | +39.8% | $50.8B Large Cap | Q3 2021 Held for 4y 2m | |
Banks - Diversified Financial Services | $125.9M 0.543% | +$35.5M Bought | 0.015% 399.2K shares | 286.6K → 399.2K +$35.5M | +39.3% | $867.35B Mega Cap | Q4 2018 Held for 6y 11m | |
Entertainment Communication Services | $124.6M 0.537% | +$47.1M Bought | 0.024% 104.0K shares | 64.6K → 104.0K +$47.1M | +60.81% | $509.45B Mega Cap | Q3 2019 Held for 6y 2m | |
Semiconductors Technology | $120.5M 0.519% | +$96.4M Bought | 0.071% 899.9K shares | 179.8K → 899.9K +$96.4M | +400.64% | $168.85B Large Cap | Q2 2020 Held for 5y 5m | |
Computer Hardware Technology | $119.6M 0.516% | +$35.3M Bought | 0.065% 821.1K shares | 578.7K → 821.1K +$35.3M | +41.89% | $183.14B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $118.0M 0.509% | +$10.5M Bought | — 1.6M shares | 1.5M → 1.6M +$10.5M | +9.76% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $116.9M 0.504% | +$64.4M Bought | 0.011% 232.5K shares | 104.4K → 232.5K +$64.4M | +122.72% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Gold Basic Materials | $114.8M 0.495% | +$24.3M Bought | 2.32% 4.7M shares | 3.7M → 4.7M +$24.3M | +26.79% | $5.0B Mid Cap | Q1 2024 Held for 1y 8m | |
Solar Energy | $114.4M 0.493% | +$74.8M Bought | 0.484% 518.8K shares | 179.8K → 518.8K +$74.8M | +188.62% | $23.7B Large Cap | Q3 2021 Held for 4y 2m | |
Discount Stores Consumer Defensive | $113.3M 0.488% | +$36.3M Bought | 0.028% 122.4K shares | 83.2K → 122.4K +$36.3M | +47.07% | $410.27B Mega Cap | Q3 2019 Held for 6y 2m | |
Aerospace & Defense Industrials | $113.1M 0.487% | +$41.6M Bought | 0.035% 376.0K shares | 237.6K → 376.0K +$41.6M | +58.25% | $319.00B Mega Cap | Q1 2020 Held for 5y 8m | |
Industrial Materials Basic Materials | $110.5M 0.476% | +$106.8M Bought | 0.93% 1.6M shares | 54.9K → 1.6M +$106.8M | +2,903.1% | $11.9B Large Cap | Q4 2021 Held for 3y 11m | |
Gold Basic Materials | $110.0M 0.474% | +$53.6M Bought | 0.256% 493.7K shares | 253.0K → 493.7K +$53.6M | +95.11% | $43.0B Large Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $108.1M 0.466% | +$108.1M New | — 2.1M shares | 0 → 2.1M +$108.1M | New | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $107.1M 0.462% | +$106.6M Bought | 1.63% 6.7M shares | 29.9K → 6.7M +$106.6M | +22,180.44% | $6.6B Mid Cap | Q1 2025 Held for 8 months | |
Renewable Utilities Utilities | $103.9M 0.448% | +$29.1M Bought | 0.062% 168.9K shares | 121.5K → 168.9K +$29.1M | +39.0% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $103.7M 0.447% | +$47.8M Bought | 0.084% 211.5K shares | 114.1K → 211.5K +$47.8M | +85.37% | $123.06B Large Cap | Q2 2021 Held for 4y 5m | |
Shell Companies Financial Services | $100.9M 0.435% | +$100.6M Bought | 1.68% 1.9M shares | 5.2K → 1.9M +$100.6M | +35,573.47% | $6.0B Mid Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $100.6M 0.433% | +$49.9M Bought | 0.073% 494.0K shares | 248.9K → 494.0K +$49.9M | +98.46% | $137.82B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $100.1M 0.431% | +$100.1M New | 1.08% 1.6M shares | 0 → 1.6M +$100.1M | New | $9.3B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $99.5M 0.429% | +$52.5M Bought | 0.104% 283.2K shares | 133.8K → 283.2K +$52.5M | +111.68% | $95.7B Large Cap | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $97.6M 0.421% | +$36.4M Bought | 0.069% 90.5K shares | 56.7K → 90.5K +$36.4M | +59.57% | $142.03B Large Cap | Q4 2020 Held for 4y 11m |
