Pertento Partners LLP
- SEC CIK
- 0001894571
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Nov 15, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 18
- −1 vs. Q3 2023
- Portfolio value
- $528.6M
- +$80.7M (+18.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNSharkNinja, Inc. | COM SHS | 997,791 | $51.1M | 9.7% | +72,782+7.9% | Added | History |
| GENGen Digital Inc. | Stock | 2,130,327 | $48.6M | 9.2% | +133,515+6.7% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 534,253 | $41.3M | 7.8% | +6,638+1.3% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 224,095 | $41.0M | 7.8% | −17,850−7.4% | Reduced | History |
| ZZillow Group, Inc. | CL C CAP STK | 652,678 | $37.8M | 7.1% | +31,187+5.0% | Added | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 605,469 | $37.1M | 7.0% | +438,469+262.6% | Added | History |
| AZPNAspen Technology, Inc. | COM | 163,962 | $36.1M | 6.8% | −6,653−3.9% | Reduced | History |
| PAXPatria Investments Ltd | COM CL A | 2,112,284 | $32.8M | 6.2% | +179,809+9.3% | Added | History |
| ROGRogers Corp | COM | 200,621 | $26.5M | 5.0% | −11,500−5.4% | Reduced | History |
| CRAICra International, Inc. | COM | 264,369 | $26.1M | 4.9% | +18,447+7.5% | Added | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 983,689 | $23.3M | 4.4% | −100,960−9.3% | Reduced | History |
| ROVRRover Group, Inc. | COMMON STOCK | 2,077,597 | $22.6M | 4.3% | −1,650,286−44.3% | Reduced | History |
| ACMRACM Research, Inc. | Stock | 1,085,033 | $21.2M | 4.0% | −110,431−9.2% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 1,146,862 | $20.3M | 3.8% | +142,864+14.2% | Added | History |
| SDGRSchrodinger, Inc. | COM | 557,612 | $20.0M | 3.8% | −19,816−3.4% | Reduced | History |
| NEOGNeogen Corp | COM | 839,471 | $16.9M | 3.2% | −345,620−29.2% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 994,369 | $16.1M | 3.0% | −21,899−2.2% | Reduced | History |
| ROIVRoivant Sciences Ltd. | SHS | 879,214 | $9.87M | 1.9% | +879,214 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.