2026 Q3 Portfolio Activity
In 2026 Q3, RPM Capital Partners, LLC maintained a portfolio of 2 distinct positions. The most significant new addition was IREN LIMITED, now representing 88.79% of the total fund value. The fund also reduced its exposure to STUBHUB HOLDINGS INC by 32.0%.
Position History
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Total Positions
2
Quarter
2026 Q3
Top Holding
IREN (88.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
RPM Capital Partners, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IREN
IREN LIMITED
|
Financial Services | 88.79% | — |
#1
Prev: #—
|
9.5 |
—
|
393,871 | — |
NEW
|
393,871 | $16,101,446 |
$40.88
-51.7%
|
2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-22 | ||
|
STUB
STUBHUB HOLDING...
|
Communication Services | 11.21% | 100.00% |
#2
1
Prev: #1
|
5.5 |
—
|
-171,700 | -32.0% |
P
S
|
364,150 | $2,031,957 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 |
Showing 1-2 of 2 holdings