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Pertento Partners LLP

SEC CIK
0001894571
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Nov 15, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
23
+2 vs. Q1 2024
Portfolio value
$789.7M
+$292.6M (+58.9%) vs. Q1 2024
Filed
Nov 15, 2024
AmendedSEC
Holdings of Pertento Partners LLP in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNSharkNinja, Inc.COM SHS1,144,393$86.0M10.9%+197,368+20.8%AddedHistory
GENGen Digital Inc.Stock2,860,489$71.5M9.0%+772,914+37.0%AddedHistory
SIMOSilicon Motion Technology CORPSPONSORED ADR839,310$68.0M8.6%+243,935+41.0%AddedHistory
USFDUS Foods Holding Corp.COM1,215,904$64.4M8.2%+527,957+76.7%AddedHistory
CRAICra International, Inc.COM361,076$62.2M7.9%+96,707+36.6%AddedHistory
ICLRIcon PLCCOM155,187$48.6M6.2%+113,511+272.4%AddedHistory
AZPNAspen Technology, Inc.COM222,933$44.3M5.6%+63,581+39.9%AddedHistory
HEESH&E Equipment Services, Inc.COM893,088$39.4M5.0%+528,558+145.0%AddedHistory
IBPInstalled Building Products, Inc.COM189,667$39.0M4.9%+56,731+42.7%AddedHistory
GEHCGE HealthCare Technologies Inc.Stock487,161$38.0M4.8%+145,242+42.5%AddedHistory
PAXPatria Investments LtdCOM CL A3,038,551$36.6M4.6%+903,067+42.3%AddedHistory
NBBKNB Bancorp, Inc.COM2,355,743$35.5M4.5%+1,019,184+76.3%AddedHistory
ROIVRoivant Sciences Ltd.SHS2,652,562$28.0M3.6%+824,499+45.1%AddedHistory
MDUMdu Resources Group IncStock1,049,105$26.3M3.3%+1,049,105NewHistory
CORZCore Scientific, Inc.COM2,453,598$22.8M2.9%+1,949,515+386.7%AddedHistory
ACMRACM Research, Inc.Stock969,293$22.4M2.8%+173,998+21.9%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,461,702$20.7M2.6%+492,403+50.8%AddedHistory
DLOdLocal LtdCLASS A COM1,837,296$14.9M1.9%+548,752+42.6%AddedHistory
GCTGigaCloud Technology IncStock301,270$9.16M1.2%+193,198+178.8%AddedHistory
APLDApplied Digital Corp.COM NEW664,108$3.95M0.5%+664,108NewHistory
CORZZCore Scientific, Inc.*W EXP 01/23/202385,412$3.34M0.4%+30,011+8.4%AddedHistory
iShares MSCI India ETF46429B598ETF41,582$2.32M0.3%+16,429+65.3%Added–
CORZWCore Scientific, Inc.*W EXP 01/23/202509,369$2.30M0.3%+82,888+19.4%AddedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Pertento Partners LLP in Q2 2024
SecurityClassPutsCalls
TGTTarget CorpStock$148.0M–
SNOWSnowflake Inc.Stock$32.5M–
BJRIBJs RESTAURANTS INCCOM–$18.8M