Portfolio (Quarterly) Guide ↗

Pertento Partners LLP

· CIK 0001894571

13F Portfolio $1.9B AUM 17 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 14 Added 2 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SIMO	SILICON MOTION TECHNOLOGY CO	Technology	412,536	$46.3M	3.39%	SOLD
2	SPY PUT	STATE STR SPDR S&P 500 ETF T	Financial Services	37,900	$24.6M	1.80%	SOLD
3	INDA	ISHARES TR	—	67,405	$3.1M	0.23%	SOLD

Sector Allocation

Consumer Defensive 35.5%

Industrials 14.7%

Technology 13.8%

Healthcare 12.5%

Consumer Cyclical 10.1%

Communication Services 6.9%

Financial Services 6.5%