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Portfolio (Quarterly) Guide ↗

Pilgrim Partners Asia Pte Ltd

· CIK 0002012674
13F Portfolio $234M AUM 108 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 32 Added 33 Reduced 38 Exited
Page 1 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,822,300.0 $60.7M 25.93% +88K +5.1% $33.29 +35.9%
2 QQQ INVESCO QQQ TR Financial Services 54,650.0 $40.2M 17.20% -7K -10.7% $736.40 -2.4%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 34,600.0 $25.8M 11.04% $746.77 +3.1%
4 VOO VANGUARD INDEX FDS 31,900.0 $21.9M 9.36% +3K +10.0% $686.81 +3.1%
5 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 138,970.0 $12.1M 5.17% +2K +1.5% $87.04 +6.4%
6 MSFT MICROSOFT CORP Technology 14,160.0 $5.3M 2.26% -2K -11.2% $373.02 +34.0%
7 GOOG ALPHABET INC 13,110.0 $4.6M 1.98% -8K -38.9% $353.33
8 SNDK SANDISK CORP Technology 2,000.0 $4.5M 1.94% $2273.73 -23.5%
9 BERKSHIRE HATHAWAY INC DEL 7,750.0 $3.9M 1.66% -6K -42.4% $500.39
10 MSTR PUT STRATEGY INC Technology 5,800.0 $3.7M 1.59% NEW $642.14 -77.8%
11 NVDA NVIDIA CORPORATION Technology 16,420.0 $3.3M 1.40% +1K +8.1% $200.09 +15.1%
12 EMXC ISHARES INC 29,300.0 $3.0M 1.28% NEW $102.30 -1.2%
13 AMZN AMAZON COM INC Consumer Cyclical 12,240.0 $2.9M 1.25% -160.0 -1.3% $238.34 +8.5%
14 PDD CALL PDD HOLDINGS INC Consumer Cyclical 6,270.0 $2.5M 1.07% +2K +45.1% $401.21 -79.5%
15 IWP ISHARES TR 14,450.0 $2.1M 0.90% $146.41 -4.6%
16 DXJ WISDOMTREE TR 12,000.0 $2.1M 0.89% +8K +200.0% $173.52 +3.7%
17 AAPL APPLE INC Technology 7,150.0 $2.1M 0.88% -8K -52.8% $289.36 +10.6%
18 LITE LUMENTUM HLDGS INC Technology 2,190.0 $1.9M 0.80% -60.0 -2.7% $858.06 +2.7%
19 NNI NELNET INC Financial Services 14,000.0 $1.9M 0.80% +2K +16.7% $133.33 -4.5%
20 IAU ISHARES GOLD TR Financial Services 23,000.0 $1.7M 0.74% -18K -43.5% $75.51 +10.4%
Page 1 of 6  ·  108 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 79.5%
Technology 13.5%
Consumer Cyclical 2.4%
Industrials 1.2%
Basic Materials 1.0%
Communication Services 1.0%
Utilities 0.5%
Energy 0.5%
Consumer Defensive 0.3%
Healthcare 0.0%