13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-048893
Total Value
$196.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $55.9M | 28.48% |
| 2 | CARMAX INC | KMX | 508,500 | $39.6M | 20.19% |
| 3 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $36.5M | 18.58% |
| 4 | MICROSOFT CORP | MSFT | 83,000 | $31.2M | 15.88% |
| 5 | RTX CORPORATION | RTX | 165,000 | $21.9M | 11.14% |
| 6 | JD.COM | JDCMF | 180,000 | $7.4M | 3.77% |
| 7 | BLOCK H & R INC | BSQKZ | 53,000 | $2.9M | 1.48% |
| 8 | ALIBABA GROUP HOLDINGS LTD | BBAAY | 7,100 | $938,833 | 0.48% |