Rings Capital Management LLC Portfolio Holdings

Rings Capital Management LLC

$192 Million
Q3 2024

Rings Capital Management LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Moodys Corp with a value of $56.9M, Carmax Inc with a value of $37M, Microsoft Corp with a value of $35.7M, Check Point Software Technologies LTD with a value of $30.8M, and Raytheon Technologies Corp with a value of $20M.

Examining the 13F form we can see an increase of $593K in the current position value, from $191M to 192M.

Rings Capital Management LLC is based out at Chicago, IL

Below you can find more details about Rings Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Million

Technology: $66.5 Million

Financial Services: $56.9 Million

Consumer Cyclical: $48.3 Million

Industrials: $20 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp Technology	$3.25T	$35.7 Million 18.62% of portfolio	83,000	Q4 2018 New
BABA Alibaba Group Holding LTD Consumer Cyclical	$218B	$742,000 0.39% of portfolio	7,000	Q3 2024 New

Summary

Portfolio
No. of Stocks 8
Current Value $192 Million
Prior Value $191 Million
Filing
Period Q3 2024
Filing Date November 14, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 2 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Rings Capital Management LLC Portfolio Holdings