Perbak Capital Partners LLP Purchases in Q2 2025

Perbak Capital Partners LLP

  • $442 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TWST
Twist Bioscience Corp

Healthcare
23.6K
New
$28.16 - $40.27 $665K - $951K
23.6K $869M
MU
Micron Technology Inc

Technology
6.99K
New
$64.72 - $127.91 $452K - $894K
6.99K $861M
PCVX
Vaxcyte, Inc.

Healthcare
26.4K
New
$28.04 - $37.2 $741K - $983K
26.4K $859M
THO
Thor Industries Inc

Consumer Cyclical
9.46K
New
$64.83 - $89.72 $613K - $848K
9.46K $840M
COLM
Columbia Sportswear CO

Consumer Cyclical
13.7K
New
$59.62 - $77.36 $819K - $1.06M
13.7K $839M
AFG
American Financial Group Inc

Financial Services
6.6K
New
$116.9 - $132.12 $771K - $872K
6.6K $833M
IBP
Installed Building Products, Inc.

Consumer Cyclical
4.58K
New
$153.99 - $182.0 $705K - $833K
4.58K $825M
CLDX
Celldex Therapeutics, Inc.

Healthcare
40.4K
New
$15.13 - $21.65 $611K - $875K
40.4K $822M
EPAM
Epam Systems, Inc.

Technology
4.58K
New
N/A
4.58K $810M
KKR
Kkr & Co. Inc.

Financial Services
6.03K
New
$92.79 - $134.29 $559K - $809K
6.03K $802M
DIS
Walt Disney CO

Communication Services
6.08K
New
$81.72 - $124.01 $497K - $754K
6.08K $754M
WRBY
Warby Parker Inc.

Healthcare
33.9K
New
$14.0 - $22.6 $475K - $766K
33.9K $743M
SANM
Sanmina Corp

Technology
7.45K
New
$67.3 - $98.07 $501K - $730K
7.45K $729M
CRL
Charles River Laboratories International, Inc.

Healthcare
4.8K
New
$99.75 - $151.89 $479K - $729K
4.8K $728M
ZBRA
Zebra Technologies Corp

Technology
2.36K
New
$213.54 - $309.26 $504K - $730K
2.36K $727M
MLI
Mueller Industries Inc

Industrials
8.92K
New
$68.45 - $79.6 $610K - $710K
8.92K $709M
YELP
Yelp Inc

Communication Services
20.6K
New
$32.56 - $40.93 $671K - $843K
20.6K $706M
LLY
Eli Lilly & CO

Healthcare
899
New
$713.71 - $898.95 $642K - $808K
899 $701M
PJT
Pjt Partners Inc.

Financial Services
4.21K
New
$125.44 - $166.41 $528K - $701K
4.21K $695M
Cava Group Inc
8.19K
New
N/A
8.19K $690M
NKE
Nike, Inc.

Consumer Cyclical
9.67K
New
$53.27 - $72.04 $515K - $697K
9.67K $687M
GKOS
Glaukos Corp

Healthcare
6.62K
New
$82.27 - $103.29 $545K - $684K
6.62K $684M
GIS
General Mills Inc

Consumer Defensive
13.1K
New
$50.37 - $60.97 $659K - $798K
13.1K $678M
MTH
Meritage Homes Corp

Consumer Cyclical
9.92K
New
$62.44 - $71.44 $620K - $709K
9.92K $664M
ALLE
Allegion PLC

Industrials
4.61K
New
$118.52 - $145.64 $546K - $671K
4.61K $664M
HOLX
Hologic Inc

Healthcare
10.1K
New
$52.73 - $65.22 $535K - $662K
10.1K $661M
H
Hyatt Hotels Corp

Consumer Cyclical
4.73K
New
$104.22 - $139.65 $493K - $660K
4.73K $660M
WST
West Pharmaceutical Services Inc

Healthcare
2.96K
New
$190.39 - $227.7 $563K - $673K
2.96K $647M
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.43K
+ 277.12%
$90.5 - $114.3 $491K - $620K
7.38K $843M
AWI
Armstrong World Industries Inc

Industrials
3.89K
New
$126.1 - $163.12 $490K - $634K
3.89K $631M
CUBE
Cube Smart

Real Estate
14.8K
New
$35.88 - $43.68 $530K - $645K
14.8K $628M
BX
Blackstone Inc.

Financial Services
4.07K
+ 252.82%
$120.07 - $151.11 $489K - $615K
5.68K $850M
TDG
Trans Digm Group Inc

Industrials
370
+ 85.85%
$1231.75 - $1520.64 $456K - $563K
801 $1.22B
ICUI
Icu Medical Inc

Healthcare
4.7K
New
$127.74 - $151.04 $600K - $710K
4.7K $621M
MAN
Manpower Group Inc.

Industrials
17K
+ 429.74%
$38.37 - $58.77 $652K - $999K
21K $847M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.17K
New
$483.07 - $625.6 $564K - $730K
1.17K $613M
AIT
Applied Industrial Technologies Inc

Industrials
2.59K
+ 272.66%
$206.03 - $243.28 $534K - $631K
3.54K $824M
CGNX
Cognex Corp

Technology
19.2K
New
$23.27 - $32.07 $446K - $615K
19.2K $608M
Cooper Cos Inc
8.54K
New
N/A
8.54K $607M
MEDP
Medpace Holdings, Inc.

Healthcare
1.93K
New
$277.23 - $315.28 $534K - $607K
1.93K $604M
AMBA
Ambarella Inc

Technology
7.93K
+ 167.93%
$40.3 - $69.3 $319K - $549K
12.6K $836M
BDX
Becton Dickinson & CO

Healthcare
3.45K
New
$165.15 - $226.42 $570K - $782K
3.45K $595M
Aptiv PLC
8.16K
+ 227.92%
N/A
11.7K $801M
MRVL
Marvell Technology, Inc.

Technology
6.72K
+ 160.45%
$49.38 - $79.97 $332K - $537K
10.9K $844M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.43K
New
$105.69 - $140.64 $468K - $623K
4.43K $586M
POST
Post Holdings, Inc.

Consumer Defensive
5.36K
New
$107.47 - $118.46 $576K - $635K
5.36K $585M
CPT
Camden Property Trust

Real Estate
5.66K
+ 101.38%
$106.53 - $122.8 $602K - $694K
11.2K $1.27B
HUN
Huntsman Corp

Basic Materials
64.3K
+ 399.95%
$10.28 - $15.52 $661K - $997K
80.3K $837M
MMSI
Merit Medical Systems Inc

Healthcare
6.13K
New
$88.48 - $107.04 $542K - $656K
6.13K $573M
Activity Summary
Buys All Purchases 263 New Holdings 149 Increased Positions 114 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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