Aperture Investors, LLC

CIK
1787596
City
New York
State / Country
NY

Top Portfolio Positions

85 positions · $754,676,704 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
CAVA
Cava Group, Inc.
Consumer Cyclical
440,960 $35,673,664 4.73%
LIN
Linde PLC
Basic Materials
67,215 $33,322,507 4.42%
ORA
Ormat Technologies, Inc.
Utilities
280,899 $31,438,216 4.17%
IDCC
InterDigital, Inc.
Technology
103,670 $31,308,340 4.15%
SITM
SITIME Corp
Technology
87,781 $30,315,168 4.02%
TIGO
Millicom International Cellular SA
Communication Services
400,670 $30,026,209 3.98%
SN
SharkNinja, Inc.
Consumer Cyclical
260,533 $27,590,444 3.66%
VIAV
Viavi Solutions Inc.
Technology
784,513 $26,108,592 3.46%
SHAK
Shake Shack Inc.
Consumer Cyclical
294,582 $26,061,669 3.45%
SPXC
SPX Technologies, Inc.
Industrials
127,776 $25,547,533 3.39%

Portfolio Trend

25 quarters · across all stocks

Holdings in PRMB

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2026-03-31 $5,018,741 266,529
2025-12-31 $4,400,733 269,158
2025-09-30 $4,793,202 216,887
2025-06-30 $6,636,597 224,058
2025-03-31 $16,067,103 452,722