Pertento Partners LLP Top Holdings and 13F Report (2025) About Pertento Partners LLPInvestment ActivityPertento Partners LLP has $1.12 billion in total holdings as of June 30, 2025.Pertento Partners LLP owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 30.50% of the portfolio was purchased this quarter.About 21.90% of the portfolio was sold this quarter.This quarter, Pertento Partners LLP has purchased 21 new stocks and bought additional shares in 9 stocks.Pertento Partners LLP sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $231,693,750US Foods $108,876,969Silicon Motion Technology $94,639,331PRIMO BRANDS CORPORATION $78,867,960FLUTTER ENTMT PLC $63,276,980 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $231,693,750 Holding44951W106 - IES $46,916,315 Holding741511109 - PriceSmart $42,224,084 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 375,000 shares (about $231.69M)IES 158,378 shares (about $46.92M)PriceSmart 401,981 shares (about $42.22M)Cellebrite DI 309,988 shares (about $4.96M)Silicon Motion Technology 49,541 shares (about $3.72M) Largest Sales this Quarter Charles River Associates 143,268 shares (about $26.84M)SLM 793,593 shares (about $26.02M)Roivant Sciences 520,252 shares (about $5.86M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$231,693,750$231,693,750 ▲New Holding375,00020.7%FinanceUSFDUS Foods$108,876,969$960,623 ▲0.9%1,413,8039.7%Consumer StaplesSIMOSilicon Motion Technology$94,639,331$3,723,997 ▲4.1%1,259,0048.5%Computer and TechnologyPRIMO BRANDS CORPORATION$78,867,960$3,197,183 ▲4.2%2,662,6597.1%CLASS A COM SHSFLUTTER ENTMT PLC$63,276,980$1,046,739 ▲1.7%221,4345.7%SHSU HAUL HOLDING COMPANY$54,169,048$754,601 ▲1.4%996,3044.8%COM SER NMDUMDU Resources Group$52,606,2360.0%3,155,7434.7%UtilitiesNTGRNETGEAR$49,175,015$2,789,412 ▲6.0%1,691,6074.4%Computer and TechnologyCLBTCellebrite DI$47,130,256$4,959,808 ▲11.8%2,945,6414.2%Computer and TechnologyIESCIES$46,916,315$46,916,315 ▲New Holding158,3784.2%Computer and TechnologyPAXPatria Investments$46,637,104$117,823 ▲0.3%3,317,0064.2%FinancePSMTPriceSmart$42,224,084$42,224,084 ▲New Holding401,9813.8%Retail/WholesaleSLMSLM$41,473,972$26,021,914 ▼-38.6%1,264,8363.7%FinanceIBPInstalled Building Products$41,252,5280.0%228,7743.7%ConstructionNB BANCORP INC$37,762,041$2,418,833 ▲6.8%2,114,3363.4%COMROIVRoivant Sciences$34,986,148$5,863,240 ▼-14.4%3,104,3613.1%MedicalACMRACM Research$26,537,9690.0%1,024,6322.4%Computer and TechnologyCRAICharles River Associates$15,320,495$26,844,124 ▼-63.7%81,7661.4%Business ServicesINDAiShares MSCI India ETF$3,869,6490.0%69,4980.3%ETFEWJiShares MSCI Japan ETF$0$68,560,000 ▼-100.0%00.0%ETFASMLASML$0$49,365,935 ▼-100.0%00.0%Computer and TechnologyICLRIcon$0$41,831,010 ▼-100.0%00.0%MedicalCENXCentury Aluminum$0$13,620,906 ▼-100.0%00.0%IndustrialsAPLDApplied Digital$0$12,561,335 ▼-100.0%00.0%FinanceShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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