Rings Capital Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $196.2MLatest: 2025Q1

Rings Capital Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "KMX",
  "HRB",
  "MSFT",
  "RTX",
  "CHKP",
  "JD",
  "MCO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 8
Total Value: 196236253
Accession Number: 0001104659-25-048893
Form Type: 13F-HR
CIK: rings-capital-management
Manager Name: Rings-Capital-Management

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $196.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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MOODYS CORP /DE/

MCO|615369105

Shares:120.0K

Value:$55.9M

% of Portfolio:28.5% ($55.9M/$196.2M)

CARMAX INC

KMX|143130102

Shares:508.5K

Value:$39.6M

% of Portfolio:20.2% ($39.6M/$196.2M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:160.0K

Value:$36.5M

% of Portfolio:18.6% ($36.5M/$196.2M)

MICROSOFT CORP

MSFT|594918104

Shares:83.0K

Value:$31.2M

% of Portfolio:15.9% ($31.2M/$196.2M)

RTX Corp

RTX|75513E101

Shares:165.0K

Value:$21.9M

% of Portfolio:11.1% ($21.9M/$196.2M)

JD.com, Inc.

JD|47215P106

Shares:180.0K

Value:$7.4M

% of Portfolio:3.8% ($7.4M/$196.2M)

H&R BLOCK INC

HRB|093671105

Shares:53.0K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$196.2M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:7.1K

Value:$938.8K

% of Portfolio:0.5% ($938.8K/$196.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MOODYS CORP /DE/(MCOcusip615369105)	120.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$55.9M	28.5% ($55.9M/$196.2M)	QoQ -1.62% (-$921.6K) YoY +18.48% (+$8.7M)
CARMAX INC(KMXcusip143130102)	508.5K	QoQ +1.33% (-6.7K) YoY +10.54% (-48.5K)	All Managers (Combined)	$39.6M	20.2% ($39.6M/$196.2M)	QoQ -3.42% (-$1.4M) YoY -1.11% (-$448.3K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	160.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$36.5M	18.6% ($36.5M/$196.2M)	QoQ +22.07% (+$6.6M) YoY +38.96% (+$10.2M)
MICROSOFT CORP(MSFTcusip594918104)	83.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$31.2M	15.9% ($31.2M/$196.2M)	QoQ -10.93% (-$3.8M) YoY -10.77% (-$3.8M)
RTX Corp(RTXcusip75513E101)	165.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.9M	11.1% ($21.9M/$196.2M)	QoQ +14.46% (+$2.8M) YoY +35.81% (+$5.8M)
JD.com, Inc.(JDcusip47215P106)	180.0K	QoQ 0.00% (+0) YoY NEW(+180.0K)	All Managers (Combined)	$7.4M	3.8% ($7.4M/$196.2M)	QoQ +18.60% (+$1.2M) YoY NEW(+$7.4M)
H&R BLOCK INC(HRBcusip093671105)	53.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$196.2M)	QoQ +3.91% (+$109.7K) YoY +11.81% (+$307.4K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	7.1K	QoQ 0.00% (+0) YoY NEW(+7.1K)	All Managers (Combined)	$938.8K	0.5% ($938.8K/$196.2M)	QoQ +55.94% (+$336.8K) YoY NEW(+$938.8K)