Pertento Partners LLP
LONDON X0 · SEC CIK 0001894571
$18.55亿2026Q2 申报市值
17持仓数
77.5%前十大占比 · 第一大 18.9%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNDA 新建仓+$9,692.68万
ONON 加仓+$6,787.77万
USFD 加仓+$3,054.62万
PRMB 加仓+$2,483.64万
CLBT 加仓+$1,959.63万
2026Q2 卖出最多 按季末市值估算
SIMO 清仓-$4,632.37万
IESC 减仓-$4,612.34万
NBBK 减仓-$1,544.38万
INDA 清仓-$314.47万
2026Q2 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 | $3.50亿 | 18.87% | 699,700 | 65,800 | 10.4% | $3,292.57万 | 加仓 |
| USFD | US FOODS HLDG CORP | $2.20亿 | 11.86% | 2,152,248 | 298,740 | 16.1% | $3,054.62万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1.54亿 | 8.32% | 6,316,237 | 1,016,219 | 19.2% | $2,483.64万 | 加仓 |
| IESC | IES HOLDINGS INC | $1.24亿 | 6.67% | 168,457 | -62,782 | -27.2% | -$4,612.34万 | 减仓 |
| PSMT | PRICESMART INC | $1.20亿 | 6.46% | 613,137 | 88,481 | 16.9% | $1,728.39万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $1.17亿 | 6.30% | 8,004,867 | 1,342,213 | 20.1% | $1,959.63万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $9,692.68万 | 5.22% | 2,375,656 | 2,375,656 | — | $9,692.68万 | 新建仓 |
| KYIV | KYIVSTAR GROUP LTD | $9,572.44万 | 5.16% | 5,919,877 | 821,653 | 16.1% | $1,328.61万 | 加仓 |
| ATRO | ASTRONICS CORP | $8,074.29万 | 4.35% | 993,637 | 178,304 | 21.9% | $1,448.90万 | 加仓 |
| ONON | ON HLDG AG | $7,893.04万 | 4.25% | 2,228,412 | 1,916,366 | 614.1% | $6,787.77万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $7,712.44万 | 4.16% | 451,310 | 77,340 | 20.7% | $1,321.66万 | 加仓 |
| COMP | COMPASS INC | $7,580.44万 | 4.09% | 6,147,966 | 1,253,106 | 25.6% | $1,545.08万 | 加仓 |
| ABNB | AIRBNB INC 看跌期权 | $7,248.02万 | 3.91% | 506,500 | 67,600 | 15.4% | $967.36万 | 加仓 |
| MBC | MASTERBRAND INC | $6,141.15万 | 3.31% | 5,968,072 | 1,003,251 | 20.2% | $1,032.35万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $5,867.91万 | 3.16% | 5,344,176 | 137,929 | 2.6% | $151.45万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II 看跌期权 | $4,126.35万 | 2.22% | 2,025,700 | 20,000 | 1.0% | $40.74万 | 加仓 |
| NBBK | NB BANCORP INC | $3,118.30万 | 1.68% | 1,475,770 | -730,896 | -33.1% | -$1,544.38万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -412,536 | -100.0% | -$4,632.37万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -37,900 | -100.0% | -$2,464.79万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -67,405 | -100.0% | -$314.47万 | 清仓 |