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Aurora Investment Managers, LLC. 13F Filings Tracker & Latest Positions (Q3 2026)
Aurora Investment Managers, LLC.CIK: 0001798485
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$176.3M
Reporting period: 2026-09-30 · Number of holdings: 52
Aurora Investment Managers, LLC. disclosed 52 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $176.3M and a quarterly turnover rate of 15.7%.
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Personality snowflake
- Concentration
- 17.23
- Portfolio Stability
- 15.68
- Momentum
- 100
- Sector conviction
- 66
- Diversification
- 100
- Sizing Uniformity
- 88.75
Aurora Investment Managers, LLC.'s disclosed holdings carry a Herfindahl concentration index of 0.043 — mathematically equivalent to about 23 equally-sized positions, well below its 52 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.12), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BMNR
+0.6% $4.8M
Add MSFT
+0.0% $3.2M
Trim MOH
-0.0% -$1.5M
Add META
-0.1% $2.6M
Add CRWD
+288.4% $1.9M
Trim UNH
+0.0% -$875.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.38% | +0.39% | -1.09% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.72% | +1.09% | -0.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.58% | +1.42% | +0.00% | |
| 4 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 5.97% | -0.52% | -0.96% | |
| 5 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 5.40% | +2.49% | +0.58% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.73% | +0.17% | +0.01% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.64% | +0.41% | +0.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | -0.57% | -0.41% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +0.24% | — | |
| 10 | MOH | Molina Healthcare Inc | Stock-Healthcare | 4.14% | -1.25% | -0.02% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 4.08% | +0.82% | +288.38% | |
| 12 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 3.93% | -0.14% | -0.29% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.91% | -0.13% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.78% | -0.45% | -0.12% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.76% | -0.82% | +0.01% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.64% | -0.30% | -0.69% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | -0.58% | -0.56% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 2.57% | -0.03% | +13.81% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.75% | +0.16% | +0.07% | |
| 20 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.37% | -0.12% | — | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.22% | -0.22% | -8.57% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.34% | -1.77% | |
| 23 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 1.10% | -0.46% | -0.08% | |
| 24 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.04% | -0.14% | — | |
| 25 | MSCI | Msci Inc | Stock-Financials | 1.04% | -0.12% | — | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.95% | +0.28% | +53.50% | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 0.88% | -0.29% | — | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 0.55% | -0.06% | — | |
| 29 | EQR | Equity Residential | Stock-Real Estate | 0.50% | +0.06% | +37.83% | |
| 30 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.36% | — | — | |
| 31 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.30% | -0.08% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | — | |
| 33 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.27% | -0.12% | -17.95% | |
| 34 | SUI | Sun Communities Inc | Stock-Real Estate | 0.27% | -0.05% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.04% | -0.27% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | +0.01% | +0.06% | |
| 37 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.26% | -0.05% | — | |
| 38 | PRU | Prudential Financial Inc | Stock-Financials | 0.24% | — | +1.12% | |
| 39 | CPT | Camden Property Trust | Stock-Real Estate | 0.23% | -0.13% | -18.32% | |
| 40 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.21% | -0.05% | — | |
| 41 | UDR | Udr Inc | Stock-Real Estate | 0.21% | -0.13% | -20.81% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.01% | -0.97% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.02% | -0.91% | |
| 44 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.19% | +0.19% | NEW | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | — | -1.67% | |
| 46 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.17% | -0.07% | -15.79% | |
| 47 | FCNTX | Fidelity Contrafund | Stock-Other | 0.15% | -0.01% | — | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | -0.01% | +0.17% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.14% | -0.04% | -0.82% | |
| 50 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.13% | -0.02% | — |
1–50 of 52
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q4 2026
+0.7%
Performance Last 4 Quarters
+2.3%
- Stdev
- +15.4%
- Beta
- +0.97
- Alpha
- -8%
- Max Drawdown
- -11.5%
- Annualized Perf
- +13.5%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +1.64
- Stutzer
- +0.26
- Treynor
- +0.14
- Sterling
- +0.72
- Calmar
- +1.17
- Information Ratio
- -0.88
- Tracking Error
- +9.9%
- Stdev Down
- +8.5%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +27.2%
- Worst 12 Months
- +1.5%
- Efficiency Ratio
- +0.36
- Sharpe
- +0.9
- Stdev Sectors
- +10.9%
- Skewness
- +0.17
- Kurtosis
- -0.02
- Upside Potential
- +3.34
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 52 | $176.3M | 16 | ||
| 2026 Q2 | 52 | $163.5M | 0 | ||
| 2026 Q1 | 30 | $135.9M | 51 | ||
| 2025 Q4 | 45 | $176.4M | 20 | ||
| 2025 Q3 | 49 | $183.8M | 58 | ||
| 2025 Q2 | 48 | $165.3M | 0 | ||
| 2025 Q1 | 43 | $158.4M | 100 | ||
| 2024 Q4 | 46 | $159.3M | 0 | ||
| 2024 Q3 | 45 | $156.1M | 0 | ||
| 2024 Q2 | 49 | $139.5M | 0 | ||
| 2024 Q1 | 52 | $135.9M | 0 | ||
| 2023 Q4 | 49 | $131.4M | 0 | ||
| 2023 Q3 | 44 | $118.0M | 0 | ||
| 2023 Q2 | 48 | $131.1M | 0 | ||
| 2023 Q1 | 46 | $115.2M | 0 | ||
| 2022 Q4 | 48 | $99.9M | 0 | ||
| 2022 Q3 | 49 | $100.6M | 0 | ||
| 2022 Q2 | 51 | $103.5M | 0 | ||
| 2022 Q1 | 49 | $134.4M | 0 | ||
| 2021 Q4 | 27 | $104.5M | 0 | ||
| 2021 Q3 | 27 | $98.4M | 0 | ||
| 2021 Q2 | 28 | $100.1M | 95 | ||
| 2021 Q1 | 26 | $91.2M | 24 | ||
| 2020 Q4 | 30 | $106.9M | 55 | ||
| 2020 Q3 | 27 | $110.5M | 45 | ||
| 2020 Q2 | 40 | $123.5M | 49 | ||
| 2020 Q1 | 40 | $90.3M | 50 | ||
| 2019 Q4 | 56 | $102.2M | 0 |
Holding changes this quarter
Aurora Investment Managers, LLC.'s most significant position changes for 2026-09-30: Sold out: Avalonbay Communities Inc (AVB); New buy: Constellation Brands Inc-a (STZ); Add: Bitmine Immersion Technologi (BMNR) — shares +0.58%; Add: Microsoft CORP (MSFT) — shares +0.00%; Trim: Molina Healthcare Inc (MOH) — shares -0.02%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BMNR | Bitmine Immersion Technologi | +2.5% | +0.58% | Add |
| 2 | MSFT | Microsoft CORP | +1.4% | +0.00% | Add |
| 3 | META | Meta Platforms Inc-class A | +1.1% | -0.12% | Trim |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.8% | +288.38% | Add |
| 5 | IGV | Ishares Expanded Tech-softwa | +0.4% | +0.64% | Add |
| 6 | AAPL | Apple Inc | +0.4% | -1.09% | Trim |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +53.50% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 9 | STZ | Constellation Brands Inc-a | +0.2% | NEW | New buy |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +0.01% | Add |
| 11 | PFE | Pfizer Inc | +0.2% | +0.07% | Add |
| 12 | EQR | Equity Residential | +0.1% | +37.83% | Add |
| 13 | MRK | Merck & Co. Inc. | 0% | +0.06% | Add |
| 14 | FXI | Ishares China Large-cap ETF | — | — | Unchanged |
| 15 | PRU | Prudential Financial Inc | — | +1.12% | Add |
| 16 | VZ | Verizon Communications Inc | — | -1.67% | Trim |
| 17 | SWVXX | Schwa Prime Adv Money Fd-inv | — | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 19 | KO | Coca-cola Co/the | 0% | -0.97% | Trim |
| 20 | FCNTX | Fidelity Contrafund | 0% | — | Unchanged |
| 21 | SCHB | Schwab US Broad Market ETF | 0% | +0.17% | Add |
| 22 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 23 | PG | Procter & Gamble Co/the | 0% | -0.91% | Trim |
| 24 | ORCL | Oracle CORP | 0% | +13.81% | Add |
| 25 | NKE | Nike Inc -cl B | 0% | -0.82% | Trim |
| 26 | PEP | Pepsico Inc | 0% | -0.27% | Trim |
| 27 | INVH | Invitation Homes Inc | -0.1% | — | Unchanged |
| 28 | ELS | Equity Lifestyle Properties | -0.1% | — | Unchanged |
| 29 | SUI | Sun Communities Inc | -0.1% | — | Unchanged |
| 30 | SNPS | Synopsys Inc | -0.1% | — | Unchanged |
| 31 | IRT | Independence Realty Trust In | -0.1% | -15.79% | Trim |
| 32 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
| 33 | MAA | Mid-america Apartment Comm | -0.1% | — | Unchanged |
| 34 | ESS | Essex Property Trust Inc | -0.1% | -17.95% | Trim |
| 35 | MSCI | Msci Inc | -0.1% | — | Unchanged |
| 36 | IDXX | Idexx Laboratories Inc | -0.1% | — | Unchanged |
| 37 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 38 | UDR | Udr Inc | -0.1% | -20.81% | Trim |
| 39 | CPT | Camden Property Trust | -0.1% | -18.32% | Trim |
| 40 | JD | Jd.com Inc-adr | -0.1% | -0.29% | Trim |
| 41 | ACGL | Arch Capital Group Ltd. | -0.1% | — | Unchanged |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -8.57% | Trim |
| 43 | AVB | Avalonbay Communities Inc | -0.3% | EXIT | Sold out |
| 44 | TDG | Transdigm Group Inc | -0.3% | — | Unchanged |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -0.69% | Trim |
| 46 | TSLA | Tesla Inc | -0.3% | -1.77% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -0.12% | Trim |
| 48 | BIDU | Baidu Inc - Spon Adr | -0.5% | -0.08% | Trim |
| 49 | KWEB | Kranesh Csi China Internet | -0.5% | -0.96% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -0.6% | -0.41% | Trim |
1–50 of 53
Filing History
FAQ
What is Aurora Investment Managers, LLC. and what type of investor is it?
Aurora Investment Managers, LLC. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $176.3M, spread across 52 disclosed positions.
What are Aurora Investment Managers, LLC.'s largest equity positions?
Based on the latest 13F filing, Aurora Investment Managers, LLC.'s top holdings by market value are:
1. Apple Inc (AAPL) — $13.0M (7.4%)
2. Meta Platforms Inc-class A (META) — $11.8M (6.7%)
3. Microsoft CORP (MSFT) — $11.6M (6.6%)
4. Kranesh Csi China Internet (KWEB) — $10.5M (6.0%)
5. Bitmine Immersion Technologi (BMNR) — $9.5M (5.4%)
What changes did Aurora Investment Managers, LLC. make in its most recent portfolio filing?
In the latest reported quarter, Aurora Investment Managers, LLC. made 36 notable position adjustments: 1 new positions were initiated, 13 existing holdings were added to, 21 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Avalonbay Communities Inc (AVB); New buy: Constellation Brands Inc-a (STZ); Add: Bitmine Immersion Technologi (BMNR) — shares +0.58%; Add: Microsoft CORP (MSFT) — shares +0.00%; Trim: Molina Healthcare Inc (MOH) — shares -0.02%
What sectors does Aurora Investment Managers, LLC. focus on?
Aurora Investment Managers, LLC. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.2%
• Communication Services: 19.7%
• Consumer Discretionary: 16.7%
• Health Care: 14.1%
• Financials: 9.3%
• Real Estate: 2.9%
Investment Profile
Aurora Investment Managers, LLC. returned an annualized 13.5% over the trailing 36 months — underperforming the S&P 500 by 8.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.97 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 35.2% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 58 to 16 over the past 4 quarters — a shift toward longer holding periods.
It has added to its MSFT position over the past two quarters (+$3.4M, now $11.6M), while trimming SUI over the same stretch (-$3.0M, still holding $481.0K).
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Developer Access
Access Aurora Investment Managers, LLC.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/aurora-investment-managers-llcCLI
npx alphasmo institutions get aurora-investment-managers-llc