Rings Capital Management LLC
CHICAGO, IL · CIK 1771122 · 13F filing filed 2025-08-14
SEC-registered investment adviser since 2018 · limited liability company
- Assets managed$653.0m
- Staff2 · 2 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds3 (3 hedge) · $653.0m gross assets
- Websiteframtidenholdings.com
- Form ADV · 2026-05-01SEC adviser record
$206.8m
reported value
+5.4% vs Q1 2025
7positions
100.0%in top 10
0 new
1 added
0 reduced
1 sold out
vs Q1 2025
Holdings, Q2 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| MOODYS CORP MCO | $60.2m29.11% | Unchanged |
| CARMAX INC KMX | $42.1m20.35% | Added +117.5k |
| MICROSOFT CORP MSFT | $41.3m19.97% | Unchanged |
| CHECK POINT SOFTWARE TECH LT CHKP | $35.4m17.12% | Unchanged |
| RTX CORPORATION RTX | $24.1m11.65% | Unchanged |
| BLOCK H & R INC HRB | $2.9m1.41% | Unchanged |
| ALIBABA GROUP HLDG LTD BABA | $805.2k0.39% | Unchanged |
Sold out since Q1 2025
| Security | Value then |
|---|---|
| JD.COM INC JD | $7.4m180.0k shares |