Institutional Manager · CIK 0001566691
RIVULET CAPITAL, LLC
Summit, NJ · File #028-15271
Latest AUM
$91.2M
Positions
3
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $91.2M
- 13F HOLDINGS REPORTQ/E Sep 202515 pos · $852.3M
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Mar 202513 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $966.5M
- 13F HOLDINGS REPORTQ/E Sep 202414 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Mar 202416 pos · $2.00B
- 13F HOLDINGS REPORTQ/E Dec 202315 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Sep 202313 pos · $1.64B
- 13F HOLDINGS REPORTQ/E Jun 202312 pos · $1.52B
- 13F HOLDINGS REPORTQ/E Mar 202314 pos · $1.63B
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 80,920 | $46.2M | 50.66% |
| 2 | PTC INC | PTC | 211,100 | $36.8M | 40.33% |
| 3 | WORKDAY INC | WDAY | 38,250 | $8.2M | 9.01% |