Filed: 5/15/2025ACC: 0001104659-25-048893
📋 What this filing means
RINGS CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $196.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$196.24M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$151.43M77.2%
ORD$36.47M18.6%
SPON ADS CL A$7.40M3.8%
SPON ADS$938.8K0.5%
Portfolio Concentration
Top 3$131.97M67.3%
4–10$64.26M32.7%
Top 3 weight
67.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
MOODYS CORP
SOLEShares120K
TypeSH
Market value$55.88M
28.48%
Sole
120K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares508.50K
TypeSH
Market value$39.62M
20.19%
Sole
508.50K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares160K
TypeSH
Market value$36.47M
18.58%
Sole
160K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83K
TypeSH
Market value$31.16M
15.88%
Sole
83K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares165K
TypeSH
Market value$21.86M
11.14%
Sole
165K
Shared
0.00
None
0.00
JD.COM
SOLEShares180K
TypeSH
Market value$7.40M
3.77%
Sole
180K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares53K
TypeSH
Market value$2.91M
1.48%
Sole
53K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDINGS LTD
SOLEShares7.10K
TypeSH
Market value$938.8K
0.48%
Sole
7.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOODYS CORPSOLE | COM | 120K | SH | $55.88M 28.48% | 120K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 508.50K | SH | $39.62M 20.19% | 508.50K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 160K | SH | $36.47M 18.58% | 160K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83K | SH | $31.16M 15.88% | 83K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 165K | SH | $21.86M 11.14% | 165K | 0.00 | 0.00 |
JD.COMSOLE | SPON ADS CL A | 180K | SH | $7.40M 3.77% | 180K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 53K | SH | $2.91M 1.48% | 53K | 0.00 | 0.00 |
ALIBABA GROUP HOLDINGS LTDSOLE | SPON ADS | 7.10K | SH | $938.8K 0.48% | 7.10K | 0.00 | 0.00 |