RPM Capital Partners, LLC
RPM Capital Partners, LLC reported 2 US-listed holdings worth $18.1 million in its 13F for the quarter ended 30 September 2026, filed 22 October 2026. Its largest: Iris Energy Ltd (88.8%) and Stubhub Hldgs Inc. (11.2%). Against the quarter before, it opened 1 position, added to 0, trimmed 1 and sold out of 0.
The 2 largest of its 2 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -34.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 1
- Iris Energy Ltd IREN$16.1 million
Trimmed 1
- Stubhub Hldgs Inc. STUB-171,700 shares · -32%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Iris Energy Ltd IREN | 393.9K | $16.1 million | 88.79% | new |
| Stubhub Hldgs Inc. STUB | 364.1K | $2.0 million | 11.21% | -171.7K |