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Portfolio (Quarterly) Guide ↗

PIER 88 INVESTMENT PARTNERS LLC

· CIK 0001697366
13F Portfolio $402M AUM 112 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 34 Added 53 Reduced 20 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SE SEA LTD Consumer Cyclical 4,200.0 $348K 0.09% -600.0 -12.5% $82.81 +10.2%
42 SAIL SAILPOINT INC Technology 24,400.0 $323K 0.08% -2K -9.0% $13.24 +0.7%
43 FRSH FRESHWORKS INC Technology 37,600.0 $302K 0.07% -49K -56.4% $8.03 +10.3%
44 KVYO KLAVIYO INC Technology 14,700.0 $286K 0.07% -9K -38.0% $19.46 -31.9%
45 FOUR SHIFT4 PMTS INC Technology 6,100.0 $267K 0.07% -4K -39.1% $43.73 -9.9%
46 TOST TOAST INC Technology 9,700.0 $257K 0.06% -7K -41.0% $26.51 -7.0%
47 RXRX RECURSION PHARMACEUTICALS IN Healthcare 83,700.0 $257K 0.06% -13K -13.8% $3.07 +5.2%
48 EVEX EVE HLDG INC Industrials 103,000.0 $255K 0.06% -15K -12.8% $2.48 +14.1%
49 JOBY JOBY AVIATION INC Industrials 30,800.0 $254K 0.06% -3K -9.8% $8.26 +21.1%
50 ACHR ARCHER AVIATION INC Industrials 46,600.0 $241K 0.06% -6K -11.3% $5.17 +7.7%
51 MNDY MONDAY Technology 3,100.0 $214K 0.05% -2K -41.1% $69.11 +3.5%
52 PRCT PROCEPT BIOROBOTICS CORP Healthcare 6,200.0 $155K 0.04% -2K -23.5% $25.01 -13.2%
53 CFG CITIZENS FINL GROUP INC Financial Services 2,000.0 $120K 0.03% -45K -95.8% $59.97 +11.9%
Page 3 of 3  ·  53 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
Healthcare 28.1%
Industrials 27.6%
Technology 25.5%
Real Estate 8.2%
Energy 3.8%
Basic Materials 2.5%
Utilities 2.3%
Consumer Cyclical 1.7%
Financial Services 0.4%