# EDGAR Filing Document

**Accession Number:** 0001787596
**File Stem:** 0001172661-26-002022
**Filing Date:** 2026-5
**Character Count:** 12367
**Document Hash:** 895195fc32310a7113fb57d02fa8254c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-002022.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001172661-26-002022

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Aperture Investors, LLC
- **CENTRAL INDEX KEY:** 0001787596

**ORGANIZATION NAME:**
- **EIN:** 824044752
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19819
- **FILM NUMBER:** 26982331

**BUSINESS ADDRESS:**
- **STREET 1:** 250 W 55TH STREET, FLOOR 34
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 2125215180

**MAIL ADDRESS:**
- **STREET 1:** 250 W 55TH STREET, FLOOR 34
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Aperture Investors LLC<br>**Address:** 250 W 55th Street Floor 34<br>New York, NY 10019

**Form 13F File Number:** 028-19819

**CRD Number (if applicable):** 000295468

**SEC File Number (if applicable):** 801-113983

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan MacDonald<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-521-5193

**Signature, Place, and Date of Signing:**

/s/ Ryan MacDonald  New York, NY  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $791341677

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 2442333 | 16817 | SH |  | SOLE |  | 16817 | 0 | 0 |
| AAON INC | COM PAR $0.004 | 000360206 |  | 15094593 | 182412 | SH |  | SOLE |  | 182412 | 0 | 0 |
| ACM RESH INC | COM CL A | 00108J109 |  | 806045 | 20484 | SH |  | SOLE |  | 20484 | 0 | 0 |
| ALCOA CORP | COM | 013872106 |  | 5041213 | 76002 | SH |  | SOLE |  | 76002 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 4251473 | 56423 | SH |  | SOLE |  | 56423 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 4828077 | 38483 | SH |  | SOLE |  | 38483 | 0 | 0 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 |  | 22376021 | 709674 | SH |  | SOLE |  | 709674 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 686874 | 3298 | SH |  | SOLE |  | 3298 | 0 | 0 |
| AMRIZE LTD | SHS | H2927K103 |  | 2673106 | 47717 | SH |  | SOLE |  | 47717 | 0 | 0 |
| API GROUP CORP | COM STK | 00187Y100 |  | 2182974 | 53874 | SH |  | SOLE |  | 53874 | 0 | 0 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 |  | 879144 | 10393 | SH |  | SOLE |  | 10393 | 0 | 0 |
| ARGAN INC | COM | 04010E109 |  | 12563986 | 23068 | SH |  | SOLE |  | 23068 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 5757498 | 4359 | SH |  | SOLE |  | 4359 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 3457401 | 8141 | SH |  | SOLE |  | 8141 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2189783 | 7075 | SH |  | SOLE |  | 7075 | 0 | 0 |
| CAVA GROUP INC | COM | 148929102 |  | 35673664 | 440960 | SH |  | SOLE |  | 440960 | 0 | 0 |
| CENTURI HOLDINGS INC | COM SHS | 155923105 |  | 4598267 | 157421 | SH |  | SOLE |  | 157421 | 0 | 0 |
| CLARITEV CORPORATION | CL A NEW | 62548M209 |  | 1318965 | 80720 | SH |  | SOLE |  | 80720 | 0 | 0 |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | 191241108 |  | 3235051 | 33163 | SH |  | SOLE |  | 33163 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 2819454 | 11836 | SH |  | SOLE |  | 11836 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 11080279 | 105406 | SH |  | SOLE |  | 105406 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 4671303 | 73402 | SH |  | SOLE |  | 73402 | 0 | 0 |
| EVERUS CONSTR GROUP | COM | 300426103 |  | 1212712 | 10272 | SH |  | SOLE |  | 10272 | 0 | 0 |
| FEDERAL SIGNAL CORP | COM | 313855108 |  | 23392412 | 216316 | SH |  | SOLE |  | 216316 | 0 | 0 |
| FERROVIAL SE | ORD SHS | N3168P101 |  | 514546 | 7910 | SH |  | SOLE |  | 7910 | 0 | 0 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 |  | 4022668 | 118488 | SH |  | SOLE |  | 118488 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 23766069 | 467836 | SH |  | SOLE |  | 467836 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 |  | 3018909 | 41068 | SH |  | SOLE |  | 41068 | 0 | 0 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 |  | 23271523 | 795064 | SH |  | SOLE |  | 795064 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 2653623 | 45145 | SH |  | SOLE |  | 45145 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 1925117 | 28605 | SH |  | SOLE |  | 28605 | 0 | 0 |
| HAYWARD HLDGS INC | COM | 421298100 |  | 11267124 | 842087 | SH |  | SOLE |  | 842087 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 4696349 | 188760 | SH |  | SOLE |  | 188760 | 0 | 0 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 |  | 19672034 | 304003 | SH |  | SOLE |  | 304003 | 0 | 0 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 1858335 | 22528 | SH |  | SOLE |  | 22528 | 0 | 0 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 3453118 | 133325 | SH |  | SOLE |  | 133325 | 0 | 0 |
| IHEARTMEDIA INC | COM CL A | 45174J509 |  | 1168000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 45857P806 |  | 1094906 | 8204 | SH |  | SOLE |  | 8204 | 0 | 0 |
| INTERDIGITAL INC | COM | 45867G101 |  | 31308340 | 103670 | SH |  | SOLE |  | 103670 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 2341570 | 32360 | SH |  | SOLE |  | 32360 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 1992459 | 4019 | SH |  | SOLE |  | 4019 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 31330049 | 63196 | SH |  | DFND |  | 0 | 0 | 63196 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 7378980 | 10500 | SH |  | SOLE |  | 10500 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 4762717 | 14803 | SH |  | SOLE |  | 14803 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1648430 | 19024 | SH |  | SOLE |  | 19024 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3014294 | 8143 | SH |  | SOLE |  | 8143 | 0 | 0 |
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 |  | 30026210 | 400670 | SH |  | DFND |  | 0 | 0 | 400670 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 2819824 | 151685 | SH |  | SOLE |  | 151685 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 10283320 | 121137 | SH |  | SOLE |  | 121137 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2588633 | 70439 | SH |  | SOLE |  | 70439 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 4384200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11780022 | 67546 | SH |  | SOLE |  | 67546 | 0 | 0 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 |  | 31438216 | 280899 | SH |  | SOLE |  | 280899 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 2204966 | 10390 | SH |  | SOLE |  | 10390 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 8882376 | 2070484 | SH |  | SOLE |  | 2070484 | 0 | 0 |
| POWELL INDS INC | COM | 739128106 |  | 21354263 | 39466 | SH |  | SOLE |  | 39466 | 0 | 0 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 |  | 5018741 | 266529 | SH |  | SOLE |  | 266529 | 0 | 0 |
| RALLIANT CORP | COM | 750940108 |  | 1201785 | 28896 | SH |  | SOLE |  | 28896 | 0 | 0 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 11003772 | 58762 | SH |  | SOLE |  | 58762 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 976709 | 68541 | SH |  | SOLE |  | 68541 | 0 | 0 |
| RXO INC | COMMON STOCK | 74982T103 |  | 1126617 | 77060 | SH |  | SOLE |  | 77060 | 0 | 0 |
| SAP SE | SPON ADR | 803054204 |  | 3328494 | 19441 | SH |  | SOLE |  | 19441 | 0 | 0 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 |  | 3071473 | 35533 | SH |  | SOLE |  | 35533 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 |  | 26061670 | 294582 | SH |  | SOLE |  | 294582 | 0 | 0 |
| SHARKNINJA INC | COM SHS | G8068L108 |  | 27590445 | 260533 | SH |  | SOLE |  | 260533 | 0 | 0 |
| SITIME CORP | COM | 82982T106 |  | 30315168 | 87781 | SH |  | SOLE |  | 87781 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 3720432 | 179731 | SH |  | SOLE |  | 179731 | 0 | 0 |
| SPX TECHNOLOGIES INC | COM | 78473E103 |  | 25547533 | 127776 | SH |  | SOLE |  | 127776 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 22972472 | 56406 | SH |  | SOLE |  | 56406 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 6436934 | 19047 | SH |  | SOLE |  | 19047 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 2006361 | 6285 | SH |  | SOLE |  | 6285 | 0 | 0 |
| TC ENERGY CORP | COM | 87807B107 |  | 2373103 | 37909 | SH |  | SOLE |  | 37909 | 0 | 0 |
| TELEPHONE  DATA SYS INC | COM NEW | 879433829 |  | 2285693 | 54292 | SH |  | SOLE |  | 54292 | 0 | 0 |
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 |  | 6355000 | 745892 | SH |  | SOLE |  | 745892 | 0 | 0 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 |  | 7464570 | 87091 | SH |  | SOLE |  | 87091 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 3514536 | 61691 | SH |  | SOLE |  | 61691 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 3845856 | 41771 | SH |  | SOLE |  | 41771 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 14496824 | 112974 | SH |  | SOLE |  | 112974 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 14233095 | 263332 | SH |  | SOLE |  | 263332 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 22431839 | 290907 | SH |  | SOLE |  | 290907 | 0 | 0 |
| VIASAT INC | COM | 92552V100 |  | 5770800 | 126000 | SH |  | SOLE |  | 126000 | 0 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 |  | 26108593 | 784513 | SH |  | SOLE |  | 784513 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 3818081 | 25398 | SH |  | SOLE |  | 25398 | 0 | 0 |
| VNET GROUP INC | SPONSORED ADS A | 90138A103 |  | 1569417 | 187058 | SH |  | SOLE |  | 187058 | 0 | 0 |
| WARBY PARKER INC | CL A COM | 93403J106 |  | 1439776 | 68333 | SH |  | SOLE |  | 68333 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 12118889 | 166514 | SH |  | SOLE |  | 166514 | 0 | 0 |
| YORK SPACE SYSTEMS INC | COM | 987084100 |  | 3660688 | 165119 | SH |  | SOLE |  | 165119 | 0 | 0 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 4322493 | 88612 | SH |  | SOLE |  | 88612 | 0 | 0 |

---