Equal-WT
WhaleScore 2.0
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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