Pertento Partners LLP Top Holdings and 13F Report (2025) About Pertento Partners LLPInvestment ActivityPertento Partners LLP has $955.31 million in total holdings as of March 31, 2025.Pertento Partners LLP owns shares of 21 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 21.14% of the portfolio was purchased this quarter.About 41.58% of the portfolio was sold this quarter.This quarter, Pertento Partners LLP has purchased 28 new stocks and bought additional shares in 7 stocks.Pertento Partners LLP sold shares of 6 stocks and completely divested from 10 stocks this quarter.Largest Holdings US Foods $91,730,996PRIMO BRANDS CORPORATION $90,666,977iShares MSCI Japan ETF $68,560,000Silicon Motion Technology $61,150,449SLM $60,456,060 Largest New Holdings this Quarter 46434G822 - iShares MSCI Japan ETF $68,560,000 HoldingN07059210 - ASML $49,365,935 Holding64111Q104 - NETGEAR $39,029,648 Holding Largest Purchases this Quarter iShares MSCI Japan ETF 1,000,000 shares (about $68.56M)ASML 74,500 shares (about $49.37M)NETGEAR 1,595,652 shares (about $39.03M)U HAUL HOLDING COMPANY 242,536 shares (about $14.35M)PRIMO BRANDS CORPORATION 270,000 shares (about $9.58M) Largest Sales this Quarter CRA International 50,606 shares (about $8.76M)Cellebrite DI 339,721 shares (about $6.60M)ACM Research 160,405 shares (about $3.74M)US Foods 29,861 shares (about $1.95M)Applied Digital 293,604 shares (about $1.65M) 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 PortfolioSectorUSFDUS Foods$91,730,996$1,954,701 ▼-2.1%1,401,3299.6%Consumer StaplesPRIMO BRANDS CORPORATION$90,666,977$9,582,300 ▲11.8%2,554,7199.5%CLASS A COM SHSEWJiShares MSCI Japan ETF$68,560,000$68,560,000 ▲New Holding1,000,0007.2%ETFSIMOSilicon Motion Technology$61,150,449$2,151,277 ▲3.6%1,209,4636.4%Computer and TechnologySLMSLM$60,456,060$8,860,459 ▲17.2%2,058,4296.3%FinanceU HAUL HOLDING COMPANY$58,139,912$14,353,281 ▲32.8%982,4256.1%COM SER NMDUMDU Resources Group$53,363,614$2,800,279 ▲5.5%3,155,7435.6%UtilitiesCLBTCellebrite DI$51,210,738$6,600,779 ▼-11.4%2,635,6535.4%Business ServicesASMLASML$49,365,935$49,365,935 ▲New Holding74,5005.2%Computer and TechnologyFLUTTER ENTMT PLC$48,247,1650.0%217,7715.1%SHSICLRICON Public$41,831,0100.0%239,0484.4%MedicalIBPInstalled Building Products$39,225,590$758,710 ▼-1.9%228,7744.1%ConstructionNTGRNETGEAR$39,029,648$39,029,648 ▲New Holding1,595,6524.1%Computer and TechnologyCRAICRA International$38,975,889$8,764,959 ▼-18.4%225,0344.1%Business ServicesPAXPatria Investments$37,354,3880.0%3,308,6263.9%FinanceROIVRoivant Sciences$36,572,345$1,409,523 ▲4.0%3,624,6133.8%MedicalNB BANCORP INC$35,758,7770.0%1,978,9033.7%COMACMRACM Research$23,914,911$3,743,853 ▼-13.5%1,024,6322.5%Computer and TechnologyCENXCentury Aluminum$13,620,906$5,799,703 ▲74.2%733,8851.4%IndustrialsAPLDApplied Digital$12,561,335$1,650,054 ▼-11.6%2,235,1131.3%FinanceINDAiShares MSCI India ETF$3,577,7570.0%69,4980.4%ETFLMTLockheed Martin$0$88,732,644 ▼-100.0%00.0%AerospaceSPYSPDR S&P 500 ETF Trust$0$58,608,000 ▼-100.0%00.0%FinanceSNSharkNinja$0$56,783,468 ▼-100.0%00.0%Retail/WholesaleHEESH&E Equipment Services$0$50,433,402 ▼-100.0%00.0%IndustrialsSNOWSnowflake$0$39,451,755 ▼-100.0%00.0%Computer and TechnologyBEKEKE$0$30,097,248 ▼-100.0%00.0%Computer and TechnologyBJRIBJ's Restaurants$0$22,749,913 ▼-100.0%00.0%Retail/WholesaleHOWARD HUGHES HOLDINGS INC$0$12,241,895 ▼-100.0%00.0%COMCORE SCIENTIFIC INC NEW$0$7,330,419 ▼-100.0%00.0%COMYNDXYandex$0$7,296,789 ▼-100.0%00.0%Computer and TechnologyShowing 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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