1y return+31.3%S&P 500 +20.9%
3y return+66.7%S&P 500 +68.5%
5y return+38.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $271 against $232 in the S&P 500.2
Aperture Investors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Sharkninja IncCUSIP G8068L108 | $37.1M | 3.9% | −6.5% |
| STRLSterling Infrastructure Inc | $36.8M | 3.9% | −22.3% |
| IDCCInterdigital Inc | $36.6M | 3.9% | +24.7% |
| SPXCSpx Technologies Inc | $34.8M | 3.7% | +10.9% |
| Linde PLCCUSIP G54950103 | $32.5M | 3.5% | −6.7% |
| VIAVViavi Solutions Inc | $31.0M | 3.3% | −17.3% |
| ALGMAllegro Microsystems Inc | $30.9M | 3.3% | −37.5% |
| FNDFloor & Decor Hldgs Inc | $30.3M | 3.2% | +9.1% |
| Millicom Intl Cellular S ACUSIP L6388F110 | $29.8M | 3.2% | −18.1% |
| CAVACava Group Inc | $28.4M | 3.0% | −18.1% |
| FSSFederal Signal Corp | $27.8M | 3.0% | |
| Nebius Group N.v.CUSIP N97284108 | $27.6M | 2.9% | New |
| LSCCLattice Semiconductor Corp | $27.1M | 2.9% | New |
| POWIPower Integrations Inc | $25.8M | 2.7% | New |
| AAONAaon Inc | $25.2M | 2.7% | +8.7% |
| SITMSitime Corp | $25.2M | 2.7% | −61.6% |
| AEISAdvanced Energy Inds | $24.5M | 2.6% | New |
| HLIOHelios Technologies Inc | $24.1M | 2.6% | −11.0% |
| TSMTaiwan Semiconductor Manufac | $23.1M | 2.5% | +153.7% |
| MTNVail Resorts Inc | $21.9M | 2.3% | +42.5% |
| POWLPowell Inds Inc | $21.3M | 2.3% | −37.2% |
| HAYWHayward Hldgs Inc | $20.2M | 2.1% | +38.3% |
| FPSForgent Power Solutions Inc | $20.2M | 2.1% | −54.6% |
| SXTSensient Technologies Corp | $16.2M | 1.7% | +269.0% |
| VWOVanguard Intl Equity Index F | $15.7M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $14.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2020 | +338.0% | $23.1M |
| STRLSterling Infrastructure Inc | June 30, 2025 | +263.8% | $36.8M |
| POWLPowell Inds Inc | September 30, 2025 | +181.8% | $21.3M |
| FSSFederal Signal Corp | December 31, 2022 | +176.5% | $27.8M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2025 | +148.2% | $9.3M |
| VSTVistra Corp | March 31, 2024 | +127.8% | $5.2M |
| ALGMAllegro Microsystems Inc | March 31, 2026 | +120.8% | $30.9M |
| SITMSitime Corp | December 31, 2025 | +111.1% | $25.2M |
| Crh PLCCUSIP G25508105 | September 30, 2023 | +95.5% | $7.4M |
Sold off last quarter
- SHAKShake Shack Inc was $26.1M
- AGXArgan Inc was $12.6M
- NDAQNasdaq Inc was $10.3M
- LITELumentum Hldgs Inc was $7.4M
- EQTEqt Corp was $4.7M
- YSSYork Space Systems Inc was $3.7M
- AXONAxon Enterprise Inc was $3.5M
- FLSFlowserve Corp was $3.0M
- MIRMirion Technologies Inc was $2.8M
- COHRCoherent Corp was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +27.8% | +14.8% |
| March 31, 2026 | +6.2% | −4.6% |
| December 31, 2025 | −3.5% | +2.4% |
| September 30, 2025 | +0.2% | +7.8% |
| June 30, 2025 | +13.9% | +10.5% |
| March 31, 2025 | −13.3% | −4.6% |
| December 31, 2024 | +4.7% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | −2.5% | +4.0% |
| March 31, 2024 | +12.2% | +10.0% |
| December 31, 2023 | +14.4% | +11.2% |
| September 30, 2023 | −7.6% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +9.4% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −20.8% | −16.5% |
| March 31, 2022 | −15.5% | −4.9% |
| December 31, 2021 | +2.8% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aperture Investors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1787596&type=13F-HR&dateb=&owner=include&count=40CIK 1787596
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1787596/000117266126003632/Filed August 14, 2026 · accession 0001172661-26-003632