RPM Capital Partners, LLC
•CIK: 1555433•Filing: Q4 2025
**RPM Capital Partners, LLC** manages $114M across a concentrated portfolio of two key positions. The fund exhibits a significant overweighting in SEMR, representing $106.8M of its total assets. This substantial allocation suggests a high conviction thesis on the semiconductor sector. The remaining capital is deployed into STUB, indicating a focused, high-conviction investment approach.
Total AUM
$114.1M
QoQ Performance
+79.3%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SEMR
STUB
SEMR93.6%
STUB6.4%
📈 Biggest Buys
STUB
STUBHUB HLDGS INC
NEW
6.4% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW1 new position
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023