Ring Mountain Capital, LLC — 13F holdings

Ring Mountain Capital, LLC reported 113 holdings worth $245M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. AAPL APPLE INC — $28.0M (11.4%)
2. SMH VANECK ETF TRUST — $22.6M (9.2%)
3. NVDA NVIDIA CORPORATION — $14.6M (6.0%)
4. SCHG SCHWAB STRATEGIC TR — $13.4M (5.5%)
5. META META PLATFORMS INC — $12.9M (5.3%)
6. MSFT MICROSOFT CORP — $12.3M (5.0%)
7. GOOGL ALPHABET INC — $11.3M (4.6%)
8. XLK SELECT SECTOR SPDR TR — $10.8M (4.4%)
9. AMZN AMAZON COM INC — $9.42M (3.8%)
10. MU MICRON TECHNOLOGY INC — $8.55M (3.5%)