HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SHARKNINJA INC |
997,791 | +72,782 | $51,057 |
| SN | 997,791 | +72,782 | $51,057 |
| GEN DIGITAL INC |
2,130,327 | +133,515 | $48,614 |
| GEN | 2,130,327 | +133,515 | $48,614 |
| GE HEALTHCARE TECHNOLOGIES I |
534,253 | +6,638 | $41,308 |
| GEHC | 534,253 | +6,638 | $41,308 |
| INSTALLED BLDG PRODS INC |
224,095 | -17,850 | $40,969 |
| IBP | 224,095 | -17,850 | $40,969 |
| ZILLOW GROUP INC |
652,678 | +31,187 | $37,764 |
| Z | 652,678 | +31,187 | $37,764 |
| SILICON MOTION TECHNOLOGY CO |
605,469 | +438,469 | $37,097 |
| SIMO | 605,469 | +438,469 | $37,097 |
| ASPEN TECHNOLOGY INC |
163,962 | -6,653 | $36,096 |
| AZPN | 163,962 | -6,653 | $36,096 |
| PATRIA INVESTMENTS LIMITED |
2,112,284 | +179,809 | $32,762 |
| PAX | 2,112,284 | +179,809 | $32,762 |
| ROGERS CORP |
200,621 | -11,500 | $26,496 |
| ROG | 200,621 | -11,500 | $26,496 |
| CRA INTL INC |
264,369 | +18,447 | $26,133 |
| CRAI | 264,369 | +18,447 | $26,133 |
| ENDEAVOR GROUP HLDGS INC |
983,689 | -100,960 | $23,343 |
| EDR | 983,689 | -100,960 | $23,343 |
| ROVER GROUP INC |
2,077,597 | -1,650,286 | $22,604 |
| ROVR | 2,077,597 | -1,650,286 | $22,604 |
| ACM RESH INC |
1,085,033 | -110,431 | $21,202 |
| ACMR | 1,085,033 | -110,431 | $21,202 |
| DLOCAL LTD |
1,146,862 | +142,864 | $20,288 |
| DLO | 1,146,862 | +142,864 | $20,288 |
| SCHRODINGER INC |
557,612 | -19,816 | $19,963 |
| SDGR | 557,612 | -19,816 | $19,963 |
| NEOGEN CORP |
839,471 | -345,620 | $16,882 |
| NEOG | 839,471 | -345,620 | $16,882 |
| KE HLDGS INC |
994,369 | -21,899 | $16,119 |
| BEKE | 994,369 | -21,899 | $16,119 |
| ROIVANT SCIENCES LTD |
879,214 | +879,214 | $9,874 |
| ROIV | 879,214 | +879,214 | $9,874 |
 RAMACO RES INC |
$-8,590 | ||
| Put | 500,000 | +500,000 | $8,590 |
See Full List: All Stocks Held By Pertento Partners LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pertento Partners LLP
|
Size ($ in 1000's)
At 12/31/2023: $596,575 At 09/30/2023: $550,861 Pertento Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pertento Partners LLP 13F filings. Link to 13F filings: SEC filings |
