Ring Mountain Capital, LLC — 13F Holdings & Portfolio

CIK 2051343 · latest 13F-HR filed 2026-05-01

Ring Mountain Capital, LLC manages $182.8K in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (10.88%), SMH (7.59%), SCHG (5.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 7, added to 18, and trimmed 51.

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.

Loading holdings…
AUM

$182.8K

Long-equity book

Holdings

95

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+3 / −7 / ↑18 / ↓51

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VERTIV HOLDINGS CO$668 +43.6%
  • SELECT SECTOR SPDR TR$508 +27.0%
  • ARGAN INC$461 +43.5%
  • MARVELL TECHNOLOGY INC$346 +20.5%
  • CIENA CORP$286 +75.1%
Show all 18

Top Trims

  • MICROSOFT CORP-$2.2K -19.6%
  • ALPHABET INC-$1.2K -11.9%
  • SCHWAB STRATEGIC TR-$1.2K -10.1%
  • AMAZON COM INC-$1.1K -12.3%
  • IREN LIMITED-$897 -48.3%
Show all 51

New Positions

  • RED CAT HLDGS INC$277
  • GE AEROSPACE$244
  • POWELL INDS INC$230
Show all 3

Exited Positions

  • AIRBNB INC$516
  • FORD MTR CO$272
  • ISHARES TR$240
  • BOSTON SCIENTIFIC CORP$238
  • ISHARES TR$223
Show all 7
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 APPLE INC AAPL 037833100 $19.9K 10.88% 78,418 SH
2 VANECK ETF TRUST SMH 92189F676 $13.9K 7.59% 36,221 SH
3 SCHWAB STRATEGIC TR SCHG 808524300 $10.9K 5.97% 374,622 SH
4 META PLATFORMS INC META 30303M102 $10.6K 5.80% 18,527 SH
5 NVIDIA CORPORATION NVDA 67066G104 $10.3K 5.64% 59,116 SH
6 ALPHABET INC GOOGL 02079K305 $9.2K 5.02% 31,935 SH
7 MICROSOFT CORP MSFT 594918104 $9.0K 4.94% 24,388 SH
8 AMAZON COM INC AMZN 023135106 $7.6K 4.13% 36,292 SH
9 SELECT SECTOR SPDR TR XLK 81369Y803 $7.4K 4.07% 55,934 SH
10 BROADCOM INC AVGO 11135F101 $5.8K 3.15% 18,585 SH
11 SCHWAB STRATEGIC TR SCHX 808524201 $4.9K 2.69% 191,639 SH
12 TESLA INC TSLA 88160R101 $4.7K 2.55% 12,534 SH
13 ISHARES TR DGRO 46434V621 $3.6K 1.99% 51,936 SH
14 PROFOUND MED CORP PROF 74319B502 $3.3K 1.81% 511,105 SH
15 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $2.9K 1.56% 51,525 SH
16 MICRON TECHNOLOGY INC MU 595112103 $2.8K 1.51% 8,150 SH
17 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.6K 1.44% 46,312 SH
18 SELECT SECTOR SPDR TR XLY 81369Y407 $2.6K 1.42% 23,860 SH
19 SELECT SECTOR SPDR TR XLE 81369Y506 $2.4K 1.31% 39,033 SH
20 VERTIV HOLDINGS CO VRT 92537N108 $2.2K 1.20% 8,785 SH
21 MARVELL TECHNOLOGY INC MRVL 573874104 $2.0K 1.11% 20,567 SH
22 NETFLIX INC. NFLX 64110L106 $1.9K 1.02% 19,466 SH
23 ADVANCED MICRO DEVICES INC AMD 007903107 $1.8K 1.01% 9,064 SH
24 SPDR SERIES TRUST SPYG 78464A409 $1.8K 0.99% 18,518 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.8K 0.99% 3,774 SH
26 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $1.6K 0.90% 15,275 SH
27 ARGAN INC AGX 04010E109 $1.5K 0.83% 2,793 SH
28 GENERAL MTRS CO GM 37045V100 $1.5K 0.82% 20,086 SH
29 SELECT SECTOR SPDR TR XLF 81369Y605 $1.4K 0.76% 27,988 SH
30 ISHARES TR ITA 464288760 $1.2K 0.66% 5,501 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.0K 0.57% 3,085 SH
32 ALPHABET INC GOOG 02079K107 $1.0K 0.56% 3,591 SH
33 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $990 0.54% 5,975 SH
34 IREN LIMITED IREN Q4982L109 $962 0.53% 28,072 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $904 0.49% 3,072 SH
36 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $847 0.46% 5,787 SH
37 UBER TECHNOLOGIES INC UBER 90353T100 $827 0.45% 11,500 SH
38 APPLIED MATLS INC AMAT 038222105 $815 0.45% 2,385 SH
39 VANGUARD SPECIALIZED FUNDS VIG 921908844 $795 0.43% 3,696 SH
40 ISHARES TR IWF 464287614 $764 0.42% 1,792 SH
41 FREEPORT MCMORAN INC FCX 35671D857 $706 0.39% 12,016 SH
42 SELECT SECTOR SPDR TR XLV 81369Y209 $704 0.39% 4,804 SH
43 CATERPILLAR INC CAT 149123101 $668 0.37% 943 SH
44 CIENA CORP CIEN 171779309 $667 0.36% 1,718 SH
45 VANGUARD INDEX FDS VTI 922908769 $658 0.36% 2,050 SH
46 SCHWAB STRATEGIC TR SCHV 808524409 $649 0.35% 21,285 SH
47 VISA INC V 92826C839 $597 0.33% 1,975 SH
48 WASTE MGMT INC DEL WM 94106L109 $583 0.32% 2,535 SH
49 CLOUDFLARE INC NET 18915M107 $575 0.31% 2,789 SH
50 ISHARES TR IVV 464287200 $556 0.30% 851 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $182.8K 95 0002051343-26-000002
2025-12-31 2026-01-27 $195.1K 98 0002051343-26-000001