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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EQT EQT CORP Energy 73,402.0 $4.7M 0.59% -30K -29.1% $63.64 -9.3%
42 CTRI CENTURI HOLDINGS INC Utilities 157,421.0 $4.6M 0.58% -61K -27.9% $29.21 +3.3%
43 NRG NRG ENERGY INC Utilities 30,000.0 $4.4M 0.55% NEW $146.14 -6.3%
44 YUMC YUM CHINA HLDGS INC Consumer Cyclical 88,612.0 $4.3M 0.55% -40K -31.3% $48.78 -6.6%
45 ALC ALCON AG Healthcare 56,423.0 $4.3M 0.54% $75.35 -9.8%
46 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 118,488.0 $4.0M 0.51% +67K +131.2% $33.95 +1.3%
47 UAL UNITED AIRLS HLDGS INC Industrials 41,771.0 $3.8M 0.49% +21K +97.6% $92.07 +6.5%
48 VST VISTRA CORP Utilities 25,398.0 $3.8M 0.48% $150.33 -4.2%
49 SONY SONY GROUP CORP Technology 179,731.0 $3.7M 0.47% +25K +16.2% $20.70 +10.2%
50 YSS YORK SPACE SYSTEMS INC Technology 165,119.0 $3.7M 0.46% NEW $22.17 +16.6%
51 UNILEVER PLC 61,691.0 $3.5M 0.44% +37K +146.3% $56.97
52 AXON AXON ENTERPRISE INC Industrials 8,141.0 $3.5M 0.44% NEW $424.69 -8.2%
53 ICICI BANK LIMITED 133,325.0 $3.5M 0.44% $25.90
54 SAP SAP SE Technology 19,441.0 $3.3M 0.42% $171.21 +5.1%
55 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 33,163.0 $3.2M 0.41% -11K -25.7% $97.55 +9.8%
56 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 35,533.0 $3.1M 0.39% NEW $86.44 +32.0%
57 FLS FLOWSERVE CORP Industrials 41,068.0 $3.0M 0.38% -5K -10.9% $73.51 -6.5%
58 MSFT MICROSOFT CORP Technology 8,143.0 $3.0M 0.38% -7K -46.9% $370.17 +13.2%
59 MIR MIRION TECHNOLOGIES INC Industrials 151,685.0 $2.8M 0.36% $18.59 -5.3%
60 COHR COHERENT CORP Technology 11,836.0 $2.8M 0.36% +158.0 +1.4% $238.21 +58.7%
Page 3 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%