Pertento Partners LLP
LONDON X0 · SEC CIK 0001894571
$13.67亿2026Q1 申报市值
19持仓数
79.2%前十大占比 · 第一大 22.2%
5 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ATRO 新建仓+$5,440.72万
KYIV 加仓+$3,330.61万
USFD 加仓+$1,623.71万
PRMB 加仓+$1,446.11万
ONON 新建仓+$1,061.58万
2026Q1 卖出最多 按季末市值估算
SIMO 减仓-$8,296.83万
ENVIRI CORP 清仓-$2,737.90万
NTGR 清仓-$2,380.09万
SOC 清仓-$999.33万
IDR 清仓-$857.55万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC 看跌期权 | $3.04亿 | 22.22% | 633,900 | 326,500 | 106.2% | $1.56亿 | 加仓 |
| USFD | US FOODS HLDG CORP | $1.71亿 | 12.50% | 1,853,508 | 176,088 | 10.5% | $1,623.71万 | 加仓 |
| IESC | IES HLDGS INC | $1.10亿 | 8.06% | 231,239 | 21,888 | 10.5% | $1,042.90万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $9,979.93万 | 7.30% | 5,300,018 | 767,982 | 16.9% | $1,446.11万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $9,181.14万 | 6.72% | 6,662,654 | 703,330 | 11.8% | $969.19万 | 加仓 |
| PSMT | PRICESMART INC | $7,896.07万 | 5.78% | 524,656 | 36,269 | 7.4% | $545.85万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $6,559.87万 | 4.80% | 5,206,247 | 722,948 | 16.1% | $910.91万 | 加仓 |
| ABNB | AIRBNB INC 看跌期权 | $5,542.43万 | 4.05% | 438,900 | 438,900 | — | $5,542.43万 | 新建仓 |
| ATRO | ASTRONICS CORP | $5,440.72万 | 3.98% | 815,333 | 815,333 | — | $5,440.72万 | 新建仓 |
| KYIV | KYIVSTAR GROUP LTD | $5,159.40万 | 3.77% | 5,098,224 | 3,291,114 | 182.1% | $3,330.61万 | 加仓 |
| NBBK | NB BANCORP INC | $4,649.45万 | 3.40% | 2,206,666 | -137,110 | -5.8% | -$288.89万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $4,632.37万 | 3.39% | 412,536 | -738,875 | -64.2% | -$8,296.83万 | 减仓 |
| MBC | MASTERBRAND INC | $4,125.77万 | 3.02% | 4,964,821 | 1,084,844 | 28.0% | $901.51万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II 看跌期权 | $4,093.63万 | 2.99% | 2,005,700 | 2,005,700 | — | $4,093.63万 | 新建仓 |
| COMP | COMPASS INC | $3,578.14万 | 2.62% | 4,894,860 | 728,567 | 17.5% | $532.58万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $3,554.21万 | 2.60% | 373,970 | 49,548 | 15.3% | $470.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,464.79万 | 1.80% | 37,900 | 37,900 | — | $2,464.79万 | 新建仓 |
| ONON | ON HLDG AG | $1,061.58万 | 0.78% | 312,046 | 312,046 | — | $1,061.58万 | 新建仓 |
| INDA | ISHARES TR | $314.47万 | 0.23% | 67,405 | 8,986 | 15.4% | $41.92万 | 加仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -1,527,845 | -100.0% | -$2,737.90万 | 清仓 |
| NTGR | NETGEAR INC | $0 | 0.00% | 0 | -970,277 | -100.0% | -$2,380.09万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $0 | 0.00% | 0 | -1,107,901 | -100.0% | -$999.33万 | 清仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $0 | 0.00% | 0 | -212,791 | -100.0% | -$857.55万 | 清仓 |