Pertento Partners LLP Portfolio Holdings

Pertento Partners LLP

  • $658 Million
  • Q3 2025

Pertento Partners LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $658 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Silicon Motion Technology Corp with a value of $122M, Us Foods Holding Corp. with a value of $109M, Cellebrite Di Ltd. with a value of $86.1M, Ies Holdings, Inc. with a value of $71.1M, and Patria Investments LTD with a value of $58M.

Examining the 13F form we can see an decrease of $225M in the current position value, from $883M to 658M.

Pertento Partners LLP is based out at London, X0

Below you can find more details about Pertento Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $658 Million
Technology: $304 Million
Consumer Defensive: $160 Million
Industrials: $95.8 Million
Financial Services: $95 Million
ETFs: $3.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.87B
$122 Million 18.6% of portfolio
1,290,409
Q3 2025 Added 2.49%
$16.1B
$109 Million 16.59% of portfolio
1,424,615
Q3 2025 Added 0.76%
$3.5B
$86.1 Million 13.09% of portfolio
4,648,215
Q3 2025 Added 57.8%
$7.49B
$71.1 Million 10.81% of portfolio
178,768
Q3 2025 Added 12.87%
$799M
$58 Million 8.81% of portfolio
3,971,972
Q3 2025 Added 19.75%
$797M
$54.8 Million 8.33% of portfolio
1,691,607
Q2 2025 Added 6.01%
$3.61B
$50.5 Million 7.67% of portfolio
416,508
Q3 2025 Added 3.61%
$6.91B
$37 Million 5.63% of portfolio
1,337,883
Q3 2025 Added 5.78%
$573M
$24.7 Million 3.76% of portfolio
3,431,188
Q3 2025 New
$0
$3.04 Million 0.46% of portfolio
58,419
Q3 2025 Reduced 15.94%
Nb Bancorp Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.84%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 21.93%
Nutex Health Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Primo Brands Corporation
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.85%
Hut 8 Corp
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $658 Million
  • Prior Value $883 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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