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 |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 879,214 | $9.87M | 1.9% | +879,214 | New | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 994,369 | $16.1M | 3.0% | −21,899−2.2% | Reduced | History |
| NEOGNeogen Corp | COM | 839,471 | $16.9M | 3.2% | −345,620−29.2% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 557,612 | $20.0M | 3.8% | −19,816−3.4% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 1,146,862 | $20.3M | 3.8% | +142,864+14.2% | Added | History |
| ACMRACM Research, Inc. | Stock | 1,085,033 | $21.2M | 4.0% | −110,431−9.2% | Reduced | History |
| ROVRRover Group, Inc. | COMMON STOCK | 2,077,597 | $22.6M | 4.3% | −1,650,286−44.3% | Reduced | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 983,689 | $23.3M | 4.4% | −100,960−9.3% | Reduced | History |
| CRAICra International, Inc. | COM | 264,369 | $26.1M | 4.9% | +18,447+7.5% | Added | History |
| ROGRogers Corp | COM | 200,621 | $26.5M | 5.0% | −11,500−5.4% | Reduced | History |
| PAXPatria Investments Ltd | COM CL A | 2,112,284 | $32.8M | 6.2% | +179,809+9.3% | Added | History |
| AZPNAspen Technology, Inc. | COM | 163,962 | $36.1M | 6.8% | −6,653−3.9% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 605,469 | $37.1M | 7.0% | +438,469+262.6% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 652,678 | $37.8M | 7.1% | +31,187+5.0% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 224,095 | $41.0M | 7.8% | −17,850−7.4% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 534,253 | $41.3M | 7.8% | +6,638+1.3% | Added | History |
| GENGen Digital Inc. | Stock | 2,130,327 | $48.6M | 9.2% | +133,515+6.7% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 997,791 | $51.1M | 9.7% | +72,782+7.9% | Added | 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.