13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001104659-24-118304
Total Value
$191.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $57.0M | 29.69% |
| 2 | CARMAX INC | KMX | 478,000 | $37.0M | 19.28% |
| 3 | MICROSOFT CORP | MSFT | 83,000 | $35.7M | 18.62% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $30.8M | 16.08% |
| 5 | RTX CORPORATION | RTX | 165,000 | $20.0M | 10.42% |
| 6 | JD.COM | JDCMF | 180,000 | $7.2M | 3.75% |
| 7 | BLOCK H & R INC | BSQKZ | 53,000 | $3.4M | 1.76% |
| 8 | ALIBABA GROUP HOLDINGS LTD | BBAAY | 7,000 | $753,452 | 0.39% |