Ring Mountain Capital, LLC: 13F holdings
CIK 20513432026Q2
| Positions | 107 |
|---|
| Reported value | $238.3m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 107 (+12 vs prior quarter) |
|---|
| Reported value | $238.3m (+30.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 83,555 | $24.2m | 10.1% |
| SMH VANECK ETF TRUST | 36,701 | $24.1m | 10.1% |
| SCHG SCHWAB STRATEGIC TR | 374,902 | $12.7m | 5.3% |
| NVDA NVIDIA CORPORATION | 62,029 | $12.4m | 5.2% |
| GOOGL ALPHABET INC | 32,268 | $11.5m | 4.8% |
| XLK SELECT SECTOR SPDR TR | 55,870 | $10.6m | 4.5% |
| META META PLATFORMS INC | 18,490 | $10.4m | 4.4% |
| MU MICRON TECHNOLOGY INC | 8,119 | $9.4m | 3.9% |
| MSFT MICROSOFT CORP | 24,172 | $9.0m | 3.8% |
| AMZN AMAZON COM INC | 36,719 | $8.8m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051343")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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