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Portfolio (Quarterly) Guide ↗

Performa Ltd (US), LLC

· CIK 0001650303
13F Portfolio $442M AUM 47 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 17 Added 13 Reduced 9 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PATH UIPATH INC - CLASS A Technology 384.0 $4K 0.00% +40.0 +11.6% $11.10 -4.1%
42 PSTG PURE STORAGE INC - CLASS A Technology 60.0 $4K 0.00% -10.0 -14.3% $59.03 +42.0%
43 ORSTED A/S -UNSP ADR 361.0 $3K 0.00% -100.0 -21.7% $8.11
44 GETY GETTY IMAGES HOLDINGS INC Communication Services 3,500.0 $3K 0.00% +500.0 +16.7% $0.79 +21.2%
45 BZH BEAZER HOMES USA INC Consumer Cyclical 100.0 $2K -78.0 -43.8% $19.24 +12.5%
46 RVP RETRACTABLE TECHNOLOGIES INC Healthcare 1,750.0 $1K $0.66 -0.2%
47 JBLU JETBLUE AIRWAYS CORP Industrials 100.0 $442.0 NEW $4.42 +3.6%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 99.0%
Technology 0.3%
Consumer Cyclical 0.3%
Consumer Defensive 0.2%
Healthcare 0.1%
Communication Services 0.1%
Energy 0.0%
Industrials 0.0%
Basic Materials 0.0%