Aperture Investors, LLC — 13F Holdings & Portfolio

CIK 1787596 · latest 13F-HR filed 2026-08-14

Aperture Investors, LLC manages $1.11B in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (7.82%), SPY (5.40%), SN (3.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 23, added to 40, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
250 W 55TH STREET, FLOOR 34
NEW YORK, NY 10019
Phone
(212) 521-5180
Filing Manager
Aperture Investors, LLC
New York, NY
Signatory
Ryan MacDonald
Chief Compliance Officer
Loading holdings…
AUM

$1.11B

Long-equity book

Holdings

87

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+18 / −23 / ↑40 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$16.6M +258.5%
  • STERLING INFRASTRUCTURE INC$13.8M +60.1%
  • SENSIENT TECHNOLOGIES CORP$13.1M +426.4%
  • AAON INC$10.1M +66.7%
  • SHARKNINJA INC$9.5M +34.5%
Show all 40

Top Trims

  • ORMAT TECHNOLOGIES INC-$15.8M -50.2%
  • VANGUARD STAR FDS-$12.0M -53.4%
  • REGAL REXNORD CORPORATION-$8.4M -76.7%
  • CAVA GROUP INC-$7.3M -20.5%
  • SITIME CORP-$5.2M -17.0%
Show all 17

New Positions

  • NEBIUS GROUP N.V.$27.6M
  • LATTICE SEMICONDUCTOR CORP$27.1M
  • POWER INTEGRATIONS INC$25.8M
  • ADVANCED ENERGY INDS$24.5M
  • FIREFLY AEROSPACE INC$7.6M
Show all 18

Exited Positions

  • SHAKE SHACK INC$26.1M
  • ARGAN INC$12.6M
  • NASDAQ INC$10.3M
  • LUMENTUM HLDGS INC$7.4M
  • EQT CORP$4.7M
Show all 23
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Call SPY 78462F103 $86.5M 7.82% 115,800 SH
2 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $59.7M 5.40% 80,000 SH
3 SHARKNINJA INC SN G8068L108 $37.1M 3.36% 243,707 SH
4 STERLING INFRASTRUCTURE INC STRL 859241101 $36.8M 3.33% 43,829 SH
5 INTERDIGITAL INC IDCC 45867G101 $36.6M 3.31% 129,243 SH
6 SPX TECHNOLOGIES INC SPXC 78473E103 $34.8M 3.14% 141,750 SH
7 LINDE PLC LIN G54950103 $32.5M 2.94% 62,717 SH
8 VIAVI SOLUTIONS INC VIAV 925550105 $31.0M 2.80% 648,400 SH
9 ALLEGRO MICROSYSTEMS INC ALGM 01749D105 $30.9M 2.79% 443,427 SH
10 FLOOR & DECOR HLDGS INC FND 339750101 $30.3M 2.74% 510,206 SH
11 MILLICOM INTL CELLULAR S A TIGO L6388F110 $29.8M 2.69% 328,198 SH
12 CAVA GROUP INC CAVA 148929102 $28.4M 2.57% 361,344 SH
13 FEDERAL SIGNAL CORP FSS 313855108 $27.8M 2.51% 216,316 SH
14 NEBIUS GROUP N.V. NBIS N97284108 $27.6M 2.49% 99,807 SH
15 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $27.1M 2.45% 177,154 SH
16 POWER INTEGRATIONS INC POWI 739276103 $25.8M 2.33% 307,841 SH
17 AAON INC AAON 000360206 $25.2M 2.28% 198,361 SH
18 SITIME CORP SITM 82982T106 $25.2M 2.28% 33,746 SH
19 ADVANCED ENERGY INDS AEIS 007973100 $24.5M 2.21% 65,602 SH
20 HELIOS TECHNOLOGIES INC HLIO 42328H109 $24.1M 2.18% 270,566 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $23.1M 2.09% 48,314 SH
22 VAIL RESORTS INC MTN 91879Q109 $21.9M 1.98% 160,937 SH
23 POWELL INDS INC POWL 739128106 $21.3M 1.92% 74,295 SH
24 HAYWARD HLDGS INC HAYW 421298100 $20.2M 1.82% 1,164,861 SH
25 FORGENT POWER SOLUTIONS INC FPS 34631F102 $20.2M 1.82% 360,862 SH
26 SENSIENT TECHNOLOGIES CORP SXT 81725T100 $16.2M 1.46% 131,134 SH
27 VANGUARD INTL EQUITY INDEX F VWO 922042858 $15.7M 1.42% 263,332 SH
28 ORMAT TECHNOLOGIES INC ORA 686688102 $15.7M 1.42% 143,893 SH
29 PELOTON INTERACTIVE INC PTON 70614W100 $15.5M 1.40% 2,626,170 SH
30 VISTRA CORP Call VST 92840M102 $14.3M 1.29% 90,000 SH
31 NVIDIA CORPORATION NVDA 67066G104 $14.2M 1.28% 70,860 SH
32 WILLIAMS COS INC WMB 969457100 $11.5M 1.04% 154,707 SH
33 VANGUARD STAR FDS VXUS 921909768 $10.5M 0.95% 122,377 SH
34 TETRA TECHNOLOGIES INC DEL TTI 88162F105 $10.3M 0.93% 905,901 SH
35 UL SOLUTIONS INC ULS 903731107 $10.1M 0.91% 99,097 SH
36 PRIMO BRANDS CORPORATION PRMB 741623102 $9.8M 0.89% 400,681 SH
37 ASML HLDG NV ASML N07059210 $9.3M 0.84% 4,659 SH
38 ACM RESH INC ACMR 00108J109 $9.0M 0.81% 70,569 SH
39 FIREFLY AEROSPACE INC FLY 31816X106 $7.6M 0.69% 258,509 SH
40 CRH PLC CRH G25508105 $7.4M 0.67% 69,520 SH
41 FIGURE TECHNOLOGY SOLUTIO FIGR 349381103 $6.2M 0.56% 202,107 SH
42 VISTRA CORP VST 92840M102 $5.2M 0.47% 32,515 SH
43 UNITED AIRLS HLDGS INC UAL 910047109 $5.1M 0.46% 37,700 SH
44 TRADEWEB MKTS INC TW 892672106 $5.0M 0.45% 49,670 SH
45 ASTRAZENECA PLC AZN G0593M107 $4.9M 0.44% 25,856 SH
46 HDFC BANK LTD HDB 40415F101 $4.9M 0.44% 188,760 SH
47 NRG ENERGY INC NRG 629377508 $4.9M 0.44% 33,269 SH
48 AMAZON COM INC AMZN 023135106 $4.1M 0.37% 17,168 SH
49 MASTEC INC MTZ 576323109 $4.1M 0.37% 9,816 SH
50 VIASAT INC VSAT 92552V100 $4.0M 0.36% 44,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.11B 87 0001172661-26-003632
2026-03-31 2026-05-15 $791.3M 88 0001172661-26-002022
2025-12-31 2026-02-17 $875.4M 85 0001172661-26-000925
2025-09-30 2025-11-14 $729.9M 84 0001172661-25-004876