Pertento Partners LLP Portfolio Holdings by Sector

Pertento Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology NLOK DLO GCT 3 stocks	$76,334 13.1% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO 1 stocks	$67,975 11.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$64,418 11.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials CRAI 1 stocks	$62,184 10.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$48,646 8.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology AZPN 1 stocks	$44,281 7.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials HEES 1 stocks	$39,447 6.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$39,010 6.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PAX 1 stocks	$36,644 6.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ROIV 1 stocks	$28,037 4.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MDU 1 stocks	$26,332 4.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ACMR 1 stocks	$22,351 3.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$20,683 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services APLD 1 stocks	$3,951 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs INDA 1 stocks	$2,319 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts

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