Pertento Partners LLP Portfolio Holdings

Pertento Partners LLP

  • $883 Million
  • Q2 2025

Pertento Partners LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $883 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Us Foods Holding Corp. with a value of $109M, Silicon Motion Technology Corp with a value of $94.6M, Mdu Resources Group Inc with a value of $52.6M, Netgear, Inc. with a value of $49.2M, and Cellebrite Di Ltd. with a value of $47.1M.

Examining the 13F form we can see an increase of $161M in the current position value, from $722M to 883M.

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 $883 Million
ETFs: $236 Million
Technology: $217 Million
Consumer Defensive: $151 Million
Industrials: $115 Million
Financial Services: $88.1 Million
Consumer Cyclical: $41.3 Million
Healthcare: $35 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.7B
$109 Million 12.33% of portfolio
1,413,803
Q2 2025 Added 0.89%
$2.56B
$94.6 Million 10.71% of portfolio
1,259,004
Q2 2025 Added 4.1%
$3.37B
$52.6 Million 5.96% of portfolio
3,155,743
Q1 2025 Added 5.54%
$722M
$49.2 Million 5.57% of portfolio
1,691,607
Q2 2025 Added 6.01%
$2.64B
$47.1 Million 5.34% of portfolio
2,945,641
Q2 2025 Added 11.76%
$7.26B
$46.9 Million 5.31% of portfolio
158,378
Q2 2025 New
$752M
$46.6 Million 5.28% of portfolio
3,317,006
Q2 2025 Added 0.25%
$3.45B
$42.2 Million 4.78% of portfolio
401,981
Q2 2025 New
$8.13B
$41.5 Million 4.7% of portfolio
1,264,836
Q2 2025 Reduced 38.55%
$7.57B
$41.3 Million 4.67% of portfolio
228,774
Q1 2025 Reduced 1.9%
$8.15B
$35 Million 3.96% of portfolio
3,104,361
Q2 2025 Reduced 14.35%
$1.35B
$26.5 Million 3.0% of portfolio
1,024,632
Q1 2025 Reduced 13.54%
$1.36B
$15.3 Million 1.73% of portfolio
81,766
Q2 2025 Reduced 63.67%
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.41%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $883 Million
  • Prior Value $722 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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