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Name: |
Pertento Partners LLP |
City: |
LONDON |
State: |
X0 |
Zip: |
W1K 7JL |
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Holdings
Found :
8 |
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Decreased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SN |
SharkNinja, Inc |
1 |
- |
$75.19 |
$58,990,000 |
947,025 |
11.87% |
7,933,000 |
-50,766 |
0.681 |
N/A |
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NLOK |
Nortonlifelock Ord Shs |
2 |
- |
$0.00 |
$46,762,000 |
2,087,575 |
9.41% |
-1,852,000 |
-42,752 |
0.353 |
N/A |
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SIMO |
Silicon Motion Technology Corp |
3 |
- |
$80.31 |
$45,808,000 |
595,375 |
9.21% |
8,711,000 |
-10,094 |
1.694 |
Diversified Electronics |
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IBP |
Installed Building Products... |
6 |
- |
$207.25 |
$34,395,000 |
132,936 |
6.92% |
-6,574,000 |
-91,159 |
0.446 |
N/A |
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AZPN |
Aspen Technology Inc |
7 |
- |
$197.54 |
$33,987,000 |
159,352 |
6.84% |
-2,109,000 |
-4,610 |
0.23 |
Application Software |
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GEHC |
Ge Healthcare Holding Llc |
9 |
- |
$80.62 |
$31,084,000 |
341,919 |
6.25% |
-10,224,000 |
-192,334 |
0.075 |
N/A |
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ACMR |
Acm Research Inc |
11 |
- |
$22.63 |
$23,175,000 |
795,295 |
4.66% |
1,973,000 |
-289,738 |
1.471 |
N/A |
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BEKE |
KE Holdings Inc |
16 |
- |
$18.87 |
$13,308,000 |
969,299 |
2.68% |
-2,811,000 |
-25,070 |
0.116 |
N/A |
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