Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 16
- +1 vs. Q4 2022
- Portfolio value
- $402.5M
- +$96.8M (+31.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EDREndeavor Group Holdings, Inc. | CL A COM | 1,604,605 | $38.4M | 9.5% | +231,689+16.9% | Added | History |
| ROGRogers Corp | COM | 193,626 | $31.6M | 7.9% | −9,979−4.9% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 382,527 | $31.4M | 7.8% | +382,527 | New | History |
| AZPNAspen Technology, Inc. | COM | 123,019 | $28.2M | 7.0% | +26,861+27.9% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 246,679 | $28.1M | 7.0% | −2,442−1.0% | Reduced | History |
| GENGen Digital Inc. | Stock | 1,559,556 | $26.8M | 6.6% | +356,217+29.6% | Added | History |
| NEOGNeogen Corp | COM | 1,444,586 | $26.8M | 6.6% | +156,312+12.1% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 1,644,454 | $26.7M | 6.6% | +98,921+6.4% | Added | History |
| SCIService Corp International | COM | 384,798 | $26.5M | 6.6% | +21,852+6.0% | Added | History |
| PAXPatria Investments Ltd | COM CL A | 1,737,155 | $25.7M | 6.4% | +181,725+11.7% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 537,812 | $23.9M | 5.9% | +43,392+8.8% | Added | History |
| CRAICra International, Inc. | COM | 212,531 | $22.9M | 5.7% | +41,813+24.5% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,076,197 | $20.3M | 5.0% | +73,469+7.3% | Added | History |
| SDGRSchrodinger, Inc. | COM | 704,069 | $18.5M | 4.6% | +67,562+10.6% | Added | History |
| ROVRRover Group, Inc. | COMMON STOCK | 3,625,079 | $16.4M | 4.1% | +552,473+18.0% | Added | History |
| ACMRACM Research, Inc. | Stock | 887,429 | $10.4M | 2.6% | +887,429 | New | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.