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Portfolio (Quarterly) Guide ↗

Performa Ltd (US), LLC

· CIK 0001650303
13F Portfolio $620M AUM 49 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 13 Reduced 4 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PATH UIPATH INC - CLASS A Technology 450.0 $5K 0.00% +66.0 +17.2% $10.87 +50.8%
42 PSTG PURE STORAGE INC - CLASS A 60.0 $5K 0.00% $78.78
43 SALLY BEAUTY HOLDINGS INC 325.0 $5K 0.00% $14.14
44 GETY GETTY IMAGES HOLDINGS INC Communication Services 3,500.0 $3K $0.86 -69.3%
45 CLVT CLARIVATE PLC Technology 1,250.0 $3K -3K -70.2% $2.16 -3.7%
46 ORSTED A/S -UNSP ADR 300.0 $2K -61.0 -16.9% $7.44
47 OEC ORION SA Basic Materials 201.0 $1K -499.0 -71.3% $6.63 -7.7%
48 RVP RETRACTABLE TECHNOLOGIES INC Healthcare 1,750.0 $1K $0.72 +1.4%
49 VISTAGEN THERAPEUTICS INC 5,500.0 $1K -2K -26.7% $0.23
Page 3 of 3  ·  49 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 98.7%
Consumer Cyclical 0.7%
Technology 0.3%
Healthcare 0.1%
Communication Services 0.1%
Consumer Defensive 0.1%
Industrials 0.0%
Energy 0.0%
Basic Materials 0.0%