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Portfolio (Quarterly) Guide ↗

Aperture Investors, LLC

· CIK 0001787596
13F Portfolio $791M AUM 88 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 22 Added 30 Reduced 17 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMRIZE LTD 47,717.0 $2.7M 0.34% -9K -16.6% $56.02
62 FCX FREEPORT MCMORAN INC Basic Materials 45,145.0 $2.7M 0.34% -40K -47.1% $58.78 +6.0%
63 NVO NOVO-NORDISK A S Healthcare 70,439.0 $2.6M 0.33% -29K -28.9% $36.75 +20.8%
64 MMM 3M CO Industrials 16,817.0 $2.4M 0.31% -17K -50.0% $145.23 +4.4%
65 TRP TC ENERGY CORP Energy 37,909.0 $2.4M 0.30% NEW $62.60 +12.0%
66 KR KROGER CO Consumer Defensive 32,360.0 $2.3M 0.30% $72.36 -7.3%
67 TDS TELEPHONE & DATA SYS INC Communication Services 54,292.0 $2.3M 0.29% NEW $42.10 -1.2%
68 PKG PACKAGING CORP AMER Consumer Cyclical 10,390.0 $2.2M 0.28% -5K -33.2% $212.22 +0.5%
69 AVGO BROADCOM INC Technology 7,075.0 $2.2M 0.28% NEW $309.51 +33.9%
70 APG API GROUP CORP Industrials 53,874.0 $2.2M 0.28% -56K -51.0% $40.52 +2.4%
71 TLN TALEN ENERGY CORP Utilities 6,285.0 $2.0M 0.25% $319.23 +7.9%
72 GPN GLOBAL PMTS INC Industrials 28,605.0 $1.9M 0.24% NEW $67.30 +7.9%
73 HSBC HSBC HLDGS PLC Financial Services 22,528.0 $1.9M 0.23% NEW $82.49 +11.6%
74 MDT MEDTRONIC PLC Healthcare 19,024.0 $1.6M 0.21% $86.65 -9.8%
75 VNET VNET GROUP INC Technology 187,058.0 $1.6M 0.20% -291K -60.8% $8.39 +21.7%
76 WRBY WARBY PARKER INC Healthcare 68,333.0 $1.4M 0.18% +17K +33.7% $21.07 +16.0%
77 CTEV CLARITEV CORPORATION Healthcare 80,720.0 $1.3M 0.17% $16.34 +44.1%
78 ECG EVERUS CONSTR GROUP Industrials 10,272.0 $1.2M 0.15% -15K -58.8% $118.06 +27.7%
79 RALLIANT CORP 28,896.0 $1.2M 0.15% -37K -56.3% $41.59
80 IHRT IHEARTMEDIA INC Communication Services 400,000.0 $1.2M 0.15% $2.92 +67.1%
Page 4 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.1%
Technology 23.1%
Consumer Cyclical 20.4%
Utilities 6.3%
Basic Materials 6.0%
Communication Services 4.6%
Energy 3.5%
Financial Services 3.0%
Healthcare 1.5%
Consumer Defensive 1.4%