Pertento Partners LLP Top Holdings and 13F Report (2024) → The only AI company to buy (From Porter & Company) (Ad) About Pertento Partners LLPInvestment ActivityPertento Partners LLP has $540.50 million in total holdings as of March 31, 2024.Pertento Partners LLP owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 39.77% of the portfolio was purchased this quarter.About 49.52% of the portfolio was sold this quarter.This quarter, Pertento Partners LLP has purchased 19 new stocks and bought additional shares in 3 stocks.Pertento Partners LLP sold shares of 7 stocks and completely divested from 8 stocks this quarter.Largest Holdings SharkNinja $58,990,187Genesis Healthcare $46,761,680Silicon Motion Technology $45,808,153CRA International $39,544,315US Foods $37,128,500 Largest New Holdings this Quarter SharkNinja $58,990,187 HoldingUS Foods $37,128,500 HoldingGLOBE LIFE INC $34,911,000 HoldingH&E Equipment Services $23,395,535 HoldingNB BANCORP INC $18,257,396 Holding Largest Purchases this Quarter SharkNinja 947,025 shares (about $58.99M)US Foods 687,947 shares (about $37.13M)GLOBE LIFE INC 300,000 shares (about $34.91M)H&E Equipment Services 364,530 shares (about $23.40M)NB BANCORP INC 1,336,559 shares (about $18.26M) Largest Sales this Quarter Installed Building Products 91,159 shares (about $23.59M)GE HealthCare Technologies 192,334 shares (about $17.49M)ACM Research 289,738 shares (about $8.44M)Aspen Technology 4,610 shares (about $983.22K)Genesis Healthcare 42,752 shares (about $957.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPertento Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSNSharkNinja$58,990,187$58,990,187 ▲New Holding947,02510.9%Consumer DiscretionaryGENGenesis Healthcare$46,761,680$957,645 ▼-2.0%2,087,5758.7%Business ServicesSIMOSilicon Motion Technology$45,808,153$776,632 ▼-1.7%595,3758.5%Computer and TechnologyCRAICRA International$39,544,3150.0%264,3697.3%Business ServicesUSFDUS Foods$37,128,500$37,128,500 ▲New Holding687,9476.9%Consumer StaplesGLOBE LIFE INC$34,911,000$34,911,000 ▲New Holding300,0006.5%COMIBPInstalled Building Products$34,394,531$23,585,568 ▼-40.7%132,9366.4%ConstructionAZPNAspen Technology$33,986,595$983,221 ▼-2.8%159,3526.3%Computer and TechnologyPAXPatria Investments$31,690,583$344,288 ▲1.1%2,135,4845.9%FinanceGEHCGE HealthCare Technologies$31,083,856$17,485,084 ▼-36.0%341,9195.8%MedicalHEESH&E Equipment Services$23,395,535$23,395,535 ▲New Holding364,5304.3%Industrial ProductsACMRACM Research$23,174,896$8,442,965 ▼-26.7%795,2954.3%Computer and TechnologyROIVRoivant Sciences$19,267,784$10,000,868 ▲107.9%1,828,0633.6%MedicalDLODLocal$18,941,597$2,082,725 ▲12.4%1,288,5443.5%Business ServicesNB BANCORP INC$18,257,396$18,257,396 ▲New Holding1,336,5593.4%COMICLRICON Public$14,001,052$14,001,052 ▲New Holding41,6762.6%MedicalBEKEKE$13,308,475$344,211 ▼-2.5%969,2992.5%FinanceSILICON MOTION TECHNOLOGY CO$8,463,400$8,463,400 ▲New Holding110,0001.6%SPONSORED ADRGCTGigaCloud Technology$2,887,684$2,887,684 ▲New Holding108,0720.5%Business ServicesCORE SCIENTIFIC INC NEW$1,784,454$1,784,454 ▲New Holding504,0830.3%COMINDAiShares MSCI India ETF$1,297,643$1,297,643 ▲New Holding25,1530.2%ETFCORE SCIENTIFIC INC NEW$852,962$852,962 ▲New Holding355,4010.2%*W EXP 01/23/202CORE SCIENTIFIC INC NEW$567,220$567,220 ▲New Holding426,4810.1%*W EXP 01/23/202SPYSPDR S&P 500 ETF Trust$0$59,413,750 ▼-100.0%00.0%FinanceZZillow Group$0$37,763,949 ▼-100.0%00.0%FinanceROGRogers$0$26,496,015 ▼-100.0%00.0%Computer and TechnologyEDREndeavor Group$0$23,342,940 ▼-100.0%00.0%Consumer DiscretionaryROVRRover Group$0$22,604,255 ▼-100.0%00.0%Retail/WholesaleSDGRSchrödinger$0$19,962,510 ▼-100.0%00.0%MedicalNEOGNeogen$0$16,881,762 ▼-100.0%00.0%MedicalRAMACO RES INC$0$8,590,000 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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