Aperture Investors, LLC

CIK

1787596

Location

New York, NY

Portfolio Value

Small $740,440,528

Diversification

Diversified

Filing Date

Global Rank

#2,093 / 8,603 ▼ 59 · as of Mar 2026

Top Industry

Semiconductors 9.9%

3Y Alpha vs SPY

-9.0%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.6%

SPY

+76.0%

Annualised alpha

-9.8%

Max drawdown

−31.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.8%

−9.4 pts

Top 5

21.9%

−5.8 pts

Top 10

40.2%

−1.3 pts

HHI

260

Diversified−112

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	29.3%	$216,692,792	24
Technology	22.5%	$166,761,195	18
Consumer Cyclical	20.2%	$149,608,358	11
Basic Materials	7.8%	$57,842,198	6
Utilities	6.2%	$46,245,124	5
Communication Services	4.5%	$33,479,902	3
Financial Services	3.4%	$25,290,494	6
Energy	2.6%	$19,163,294	3
Consumer Defensive	1.9%	$14,109,896	4
Healthcare	1.5%	$11,247,275	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
SHAK	Shake Shack Inc.	+87,216	294,582	$26,061,669
SITM	SITIME Corp	+73,963	87,781	$30,315,168
FIGR	Figure Technology Solutions, Inc.	+67,238	118,488	$4,022,667
SN	SharkNinja, Inc.	+64,171	260,533	$27,590,444
LIN	Linde PLC	+61,996	67,215	$33,322,507
ORA	Ormat Technologies, Inc.	+49,266	280,899	$31,438,216
UL	Unilever PLC	+36,641	61,691	$3,514,536
IDCC	InterDigital, Inc.	+32,431	103,670	$31,308,340
ULS	UL Solutions Inc.	+31,519	87,091	$7,464,569
SONY	Sony Group Corp	+25,000	179,731	$3,720,431
UAL	United Airlines Holdings, Inc.	+20,633	41,771	$3,845,855
WMB	Williams Companies, Inc.	+18,655	166,514	$12,118,888
TIGO	Millicom International Cellular SA	+17,622	400,670	$30,026,209
WRBY	Warby Parker Inc.	+17,214	68,333	$1,439,776
NDAQ	Nasdaq, Inc.	+13,377	121,137	$10,283,319
FSS	Federal Signal Corp /De/	+12,216	216,316	$23,392,412
AA	Alcoa Corp	+7,042	76,002	$5,041,212
SPXC	SPX Technologies, Inc.	+6,370	127,776	$25,547,533
MTZ	Mastec Inc	+3,825	14,803	$4,762,717
ASML	Asml Holding NV	+1,779	4,359	$5,757,497
COHR	Coherent Corp.	+158	11,836	$2,819,453
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PTON	Peloton Interactive, Inc.	−918,885	2,070,484	$8,882,376
HAYW	Hayward Holdings, Inc.	−545,056	842,087	$11,267,124
VNET	VNET Group, Inc.	−290,588	187,058	$1,569,416
NVDA	Nvidia Corp	−81,453	67,546	$11,780,022
AAON	Aaon, Inc.	−77,800	182,412	$15,094,593
CAVA	Cava Group, Inc.	−71,021	440,960	$35,673,664
CRH	Crh Public Ltd Co	−65,893	105,406	$11,080,278
CTRI	Centuri Holdings, Inc.	−61,041	157,421	$4,598,267
APG	APi Group Corp	−56,073	53,874	$2,182,974
LITE	Lumentum Holdings Inc.	−45,949	10,500	$7,378,980
YUMC	Yum China Holdings, Inc.	−40,406	88,612	$4,322,493
FCX	Freeport-Mcmoran Inc	−40,197	45,145	$2,653,623
MTN	Vail Resorts Inc	−38,475	112,974	$14,496,823
RAL	Ralliant Corp	−37,277	28,896	$1,201,784
POWL	Powell Industries Inc	−37,227	39,466	$7,118,087
VSAT	Viasat Inc	−36,500	126,000	$5,770,800
AGX	Argan Inc	−31,519	23,068	$12,563,986
EQT	EQT Corp	−30,066	73,402	$4,671,303
NVO	Novo Nordisk A S	−28,682	70,439	$2,588,633
RRX	Regal Rexnord Corp	−27,915	58,762	$11,003,772
AMZN	Amazon Com Inc	−23,776	3,298	$686,874
MMM	3M Co	−16,818	16,817	$2,442,332
AVGO	Broadcom Inc.	−15,925	7,075	$2,189,783
ECG	Everus Construction Group, Inc.	−14,674	10,272	$1,212,712
KOF	Coca Cola Femsa Sab De CV	−11,464	33,163	$3,235,050
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
VIAV	Viavi Solutions Inc.	784,513	$26,108,592
FND	Floor & Decor Holdings, Inc.	467,836	$23,766,068
FPS	Forgent Power Solutions, Inc.	795,064	$23,271,523
ALGM	Allegro Microsystems, Inc.	709,674	$22,376,021
HLIO	Helios Technologies, Inc.	304,003	$19,672,034
TTI	Tetra Technologies Inc	745,892	$6,354,999
NRG	Nrg Energy, Inc.	30,000	$4,384,200
YSS	York Space Systems Inc.	165,119	$3,660,688
AXON	Axon Enterprise, Inc.	8,141	$3,457,401
SXT	Sensient Technologies Corp	35,533	$3,071,472
TRP	Tc Energy Corp	37,909	$2,373,103
TDS	Telephone & Data Systems Inc /De/	54,292	$2,285,693
GPN	Global Payments Inc	28,605	$1,925,116
HSBC	Hsbc Holdings PLC	22,528	$1,858,334
RXO	RXO, Inc.	77,060	$1,126,617
AAOI	Applied Optoelectronics, Inc.	10,393	$879,143
ACMR	ACM Research, Inc.	20,484	$806,045
FER	Ferrovial N.V.	7,910	$514,545
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	170,000	$115,926,400
BROS	Dutch Bros Inc.	434,462	$26,597,763
PI	Impinj Inc	117,118	$20,379,703
BC	Brunswick Corp	248,737	$18,466,234
SAIL	SailPoint, Inc.	577,417	$11,681,145
QQQ	Invesco Qqq Trust, Series 1	12,000	$7,371,720
COIN	Coinbase Global, Inc.	30,033	$6,791,662
LIND	Lindblad Expeditions Holdings, Inc.	343,683	$4,955,908
NBIS	Nebius Group N.V.	58,987	$4,937,506
CEG	Constellation Energy Corp	10,937	$3,863,713
BUR	Burford Capital Ltd	369,095	$3,292,327
MMYT	MakeMyTrip Ltd	19,145	$1,572,187
UNIT	Uniti Group Inc.	177,223	$1,242,333
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 positions · $740,440,528 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAVA	Cava Group, Inc. Consumer Cyclical	Reduced	440,960	-71,021	$35,673,664	+18.7%	4.82%
LIN	Linde PLC Basic Materials	Added	67,215	+61,996	$33,322,507	+1397.4%	4.50%
ORA	Ormat Technologies, Inc. Utilities	Added	280,899	+49,266	$31,438,216	+22.9%	4.25%
IDCC	InterDigital, Inc. Technology	Added	103,670	+32,431	$31,308,340	+38.0%	4.23%
SITM	SITIME Corp Technology	Added	87,781	+73,963	$30,315,168	+521.2%	4.09%
TIGO	Millicom International Cellular SA Communication Services	Added	400,670	+17,622	$30,026,209	+41.4%	4.06%
SN	SharkNinja, Inc. Consumer Cyclical	Added	260,533	+64,171	$27,590,444	+25.6%	3.73%
VIAV	Viavi Solutions Inc. Technology	NEW	784,513	NEW	$26,108,592	NEW	3.53%
SHAK	Shake Shack Inc. Consumer Cyclical	Added	294,582	+87,216	$26,061,669	+54.8%	3.52%
SPXC	SPX Technologies, Inc. Industrials	Added	127,776	+6,370	$25,547,533	+5.2%	3.45%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	NEW	467,836	NEW	$23,766,068	NEW	3.21%
FSS	Federal Signal Corp /De/ Industrials	Added	216,316	+12,216	$23,392,412	+5.5%	3.16%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	795,064	NEW	$23,271,523	NEW	3.14%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	56,406	-9,602	$22,972,471	+13.6%	3.10%
ALGM	Allegro Microsystems, Inc. Technology	NEW	709,674	NEW	$22,376,021	NEW	3.02%
HLIO	Helios Technologies, Inc. Industrials	NEW	304,003	NEW	$19,672,034	NEW	2.66%
AAON	Aaon, Inc. Industrials	Reduced	182,412	-77,800	$15,094,593	−23.9%	2.04%
MTN	Vail Resorts Inc Consumer Cyclical	Reduced	112,974	-38,475	$14,496,823	−27.9%	1.96%
AGX	Argan Inc Industrials	Reduced	23,068	-31,519	$12,563,986	−26.5%	1.70%
WMB	Williams Companies, Inc. Energy	Added	166,514	+18,655	$12,118,888	+36.4%	1.64%
NVDA	Nvidia Corp Technology	Reduced	67,546	-81,453	$11,780,022	−57.6%	1.59%
HAYW	Hayward Holdings, Inc. Industrials	Reduced	842,087	-545,056	$11,267,124	−47.4%	1.52%
CRH	Crh Public Ltd Co Basic Materials	Reduced	105,406	-65,893	$11,080,278	−48.2%	1.50%
RRX	Regal Rexnord Corp Industrials	Reduced	58,762	-27,915	$11,003,772	−9.5%	1.49%
NDAQ	Nasdaq, Inc. Financial Services	Added	121,137	+13,377	$10,283,319	−1.8%	1.39%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Reduced	2,070,484	-918,885	$8,882,376	−51.8%	1.20%
ULS	UL Solutions Inc. Industrials	Added	87,091	+31,519	$7,464,569	+70.3%	1.01%
LITE	Lumentum Holdings Inc. Technology	Reduced	10,500	-45,949	$7,378,980	−64.5%	1.00%
POWL	Powell Industries Inc Industrials	Reduced	39,466	-37,227	$7,118,087	−12.7%	0.96%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	19,047	0	$6,436,933	+11.2%	0.87%
TTI	Tetra Technologies Inc Industrials	NEW	745,892	NEW	$6,354,999	NEW	0.86%
VSAT	Viasat Inc Technology	Reduced	126,000	-36,500	$5,770,800	+3.1%	0.78%
ASML	Asml Holding NV Technology	Added	4,359	+1,779	$5,757,497	+108.6%	0.78%
AA	Alcoa Corp Basic Materials	Added	76,002	+7,042	$5,041,212	+37.6%	0.68%
PRMB	Primo Brands Corp Consumer Defensive	Reduced	266,529	-2,629	$5,018,741	+14.0%	0.68%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	38,483	0	$4,828,077	−14.4%	0.65%
MTZ	Mastec Inc Industrials	Added	14,803	+3,825	$4,762,717	+99.6%	0.64%
HDB	Hdfc Bank Ltd Financial Services	Held	188,760	0	$4,696,348	−31.9%	0.63%
EQT	EQT Corp Energy	Reduced	73,402	-30,066	$4,671,303	−15.8%	0.63%
CTRI	Centuri Holdings, Inc. Utilities	Reduced	157,421	-61,041	$4,598,267	−16.6%	0.62%
NRG	Nrg Energy, Inc. Utilities	NEW	30,000	NEW	$4,384,200	NEW	0.59%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	Reduced	88,612	-40,406	$4,322,493	−29.8%	0.58%
ALC	Alcon Inc Healthcare	Held	56,423	0	$4,251,473	−4.4%	0.57%
FIGR	Figure Technology Solutions, Inc. Financial Services	Added	118,488	+67,238	$4,022,667	+92.2%	0.54%
UAL	United Airlines Holdings, Inc. Industrials	Added	41,771	+20,633	$3,845,855	+62.7%	0.52%
VST	Vistra Corp. Utilities	Held	25,398	0	$3,818,081	−6.8%	0.52%
SONY	Sony Group Corp Technology	Added	179,731	+25,000	$3,720,431	−6.1%	0.50%
YSS	York Space Systems Inc. Industrials	NEW	165,119	NEW	$3,660,688	NEW	0.49%
UL	Unilever PLC Consumer Defensive	Added	61,691	+36,641	$3,514,536	+114.5%	0.47%
AXON	Axon Enterprise, Inc. Industrials	NEW	8,141	NEW	$3,457,401	NEW	0.47%