Palo DS Manager LLC
PALO DS MANAGER LLC, recently renamed Torque Asset Management LLC (formerly Two Star Manager LLC), is an Omaha, Nebraska-based investment adviser managing approximately $226 million in assets. Founded in Delaware, the firm primarily files as an institutional investment manager with the SEC and serves institutional clients and high-net-worth individuals, providing actively managed equity portfolios. As of Q2 2025, the firm holds a concentrated portfolio in US large-cap equities with an analytical, research-driven approach. Estimated employee count is under 10, led by managers including Stephanie Star.
Investment Strategy
Torque Asset Management predominantly invests in large-cap US technology, consumer, and financial stocks, focusing on companies such as Amazon, Mastercard, Meta, Microsoft, and ServiceNow. The firm employs a fundamental research-driven approach with a concentrated portfolio, seeking long-term capital appreciation through selective buying and strategic trimming, reflecting a net buyer profile in recent filings.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON.COM INC | 17.03% | $38.6M | 175,758 | $159.00 | $219.39 | +$6.2M |
M MA | MASTERCARD INC | 10.62% | $24.1M | 42,806 | $429.81 | $561.94 | +$591.6K |
M META | META PLATFORMS INC | 10.25% | $23.2M | 31,451 | $425.45 | $738.09 | +$6.4M |
M MSFT | MICROSOFT CORP | 7.81% | $17.7M | 35,543 | $381.58 | $497.41 | +$4.3M |
T TECH | BIO-TECHNE CORP | 6.61% | $15.0M | 290,956 | $55.02 | $51.45 | +$6.5M |