account_balance
Investment manager · 13F filer · SEC CIK 1787596
Aperture Investors, LLC
Reported value$942Mas of Jun 30, 2026
Positions82 18 new, 23 sold out
Top 10 weight34.8%SN alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNSharkNinja, Inc.
3.9%Trimmed −6%
STRLSterling Infrastructure, Inc.
3.9%Trimmed −22%
IDCCInterDigital, Inc.
3.9%Added +25%
SPXCSPX Technologies, Inc.
3.7%Added +11%
LINLinde PLC
3.5%Trimmed −7%
VIAVViavi Solutions Inc.
3.3%Trimmed −17%
ALGMAllegro Microsystems, Inc.
3.3%Trimmed −38%
FNDFloor & Decor Holdings, Inc.
3.2%Added +9%
TIGOMillicom International Cellular SA
3.2%Trimmed −18%
CAVACava Group, Inc.
3.0%Trimmed −18%
FSSFederal Signal Corp
3.0%
NBISNebius Group N.V.
2.9%New
SNSharkNinja, Inc.
3.9%
STRLSterling Infrastructure, Inc.
3.9%
IDCCInterDigital, Inc.
3.9%
SPXCSPX Technologies, Inc.
3.7%+11%
LINLinde PLC
3.5%−7%
VIAVViavi Solutions Inc.
3.3%−17%
ALGMAllegro Microsystems, Inc.
3.3%
FNDFloor & Decor Holdings, Inc.
3.2%
TIGOMillicom International Cellular SA
3.2%
CAVACava Group, Inc.
3.0%
FSSFederal Signal Corp
3.0%
NBISNebius Group N.V.
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SN SharkNinja, Inc. 3.9% Trimmed −6%STRL Sterling Infrastructure, Inc. 3.9% Trimmed −22%IDCC InterDigital, Inc. 3.9% Added +25%SPXC SPX Technologies, Inc. 3.7% Added +11%LIN Linde PLC 3.5% Trimmed −7%VIAV Viavi Solutions Inc. 3.3% Trimmed −17%ALGM Allegro Microsystems, Inc. 3.3% Trimmed −38%FND Floor & Decor Holdings, Inc. 3.2% Added +9%TIGO Millicom International Cellular SA 3.2% Trimmed −18%CAVA Cava Group, Inc. 3.0% Trimmed −18%FSS Federal Signal Corp 3.0% HeldNBIS Nebius Group N.V. 2.9% New
What changed
Biggest moves since Mar 31, 2026
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