Aperture Investors, LLC is an SEC-registered investment adviser based in New York, NY that reports managing 9 hedge funds on Form ADV. It reports $6.1 billion in regulatory assets under management. Its private funds, of all types, hold $3.8 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +36.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +45.0% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $6.1 billionForm ADV Item 5.F
- Gross assets of private funds
- $3.8 billionAll private fund types, Form ADV
- Hedge funds managed
- 99 private funds in total
- Employees
- 78Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 295468
- Latest Form ADV
- 03/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +28.0% | +14.8% |
| Q1 2026 | +6.7% | -4.6% |
| Q4 2025 | -3.5% | +2.4% |
| Q3 2025 | +0.2% | +7.8% |
| Q2 2025 | +13.9% | +10.4% |
| Q1 2025 | -13.3% | -4.5% |
| Q4 2024 | +4.7% | +2.1% |
| Q3 2024 | +6.2% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Sharkninja Inc$37.1 million
- Sterling Infrastructure Inc Com$36.8 million
- Interdigital Inc Pa$36.6 million
- SPX Technologies Inc$34.8 million
- Linde PLC$32.5 million
- Viavi Solutions Inc$31.0 million
- Allegro Microsystems Inc$30.9 million
- Floor & Decor Hldgs Inc$30.3 million
- Millicom Intl Cellular S A$29.8 million
- Cava Group Inc$28.4 million
As of 2026-06-30, from 13F filing by Aperture Investors, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures