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APERTURE INVESTORS, LLC

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Aperture Investors is based out of New York. Aperture Investors is a hedge fund with 10 clients and discretionary assets under management (AUM) of $4,587,325,175 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $567,906,657 in managed 13F securities and a top 10 holdings concentration of 33.4%. Aperture Investors's largest holding is Linde Plc. with shares held of 68,007. Whalewisdom has at least 19 13F filings

2023-12-31

Top Buys (13F)

Name % Change
MKSI MKS Instruments Inc 3.94%
ACVA ACV Auctions Inc Cl 2.61%
CLH Clean Harbors Inc. 2.52%
SHAK Shake Shack Inc 2.39%
VERX Vertex, Inc. 2.19%

2023-12-31

Top Sells (13F)

Name % Change
HLMN Hillman Solutions Co 2.35%
NGVT Ingevity Corp 2.18%
FSS Federal Signal Corp. 1.79%
BOOT Boot Barn Holdings I 1.64%
ATKR Atkore Inc 1.24%

2023-12-31

13F Holdings Summary

Name $ Change
LIN Linde Plc. 4.92%
MKSI MKS Instruments Inc 3.94%
CYBR CyberArk Software Lt 3.49%
DV DoubleVerify Holding 3.47%
NVDA NVIDIA Corp. 3.43%

2023-12-31

13F Activity

Market Value $0.57b, Prior: $0.63b
New Purchases 16 stocks
Added To 10 stocks
Sold out of 18 stocks
Reduced holdings in 44 stocks
Top 10 Holdings % 33.4%
Turnover %[1] 45.95%
Turnover Alt %[2] 22.69%
Time Held Top 20 2.8 quarters
Time Held Top 10 0.9 quarters
Time Held All 5.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance