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Portfolio (Quarterly) Guide ↗

Pilgrim Partners Asia Pte Ltd

· CIK 0002012674
13F Portfolio $246M AUM 126 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 36 Added 19 Reduced 32 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,734,300.0 $66.6M 27.13% +1.2M +237.9% $38.42 -7.3%
2 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 136,970.0 $9.2M 3.74% +2K +1.5% $67.07 +43.1%
3 MINT PIMCO ETF TR 90,000.0 $9.1M 3.69% +50K +125.0% $100.57 +0.1%
4 BERKSHIRE HATHAWAY INC DEL 13,460.0 $6.5M 2.63% +2K +15.9% $479.20
5 MSFT MICROSOFT CORP Technology 15,950.0 $5.9M 2.40% +6K +53.3% $370.17 +2.5%
6 SGOV ISHARES TR 50,000.0 $5.0M 2.05% +10K +25.0% $100.66 -0.1%
7 AAPL APPLE INC Technology 15,150.0 $3.8M 1.57% +5K +48.2% $253.79 +17.4%
8 IAU ISHARES GOLD TR Financial Services 40,690.0 $3.6M 1.46% +14K +51.3% $88.16 -10.0%
9 IWP ISHARES TR 14,450.0 $1.9M 0.75% +700.0 +5.1% $128.12 +10.8%
10 META META PLATFORMS INC Communication Services 3,030.0 $1.7M 0.71% +404.0 +15.4% $572.13 +0.9%
11 LITE LUMENTUM HLDGS INC Technology 2,250.0 $1.6M 0.64% +2K +1400.0% $702.76 +21.0%
12 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 10,000.0 $1.5M 0.61% +5K +100.0% $149.60 -76.2%
13 NFLX NETFLIX INC. Communication Services 13,700.0 $1.3M 0.54% +2K +13.1% $96.15 -19.5%
14 MCO MOODYS CORP Financial Services 2,880.0 $1.3M 0.51% +140.0 +5.1% $436.25 +3.3%
15 AVGO BROADCOM INC Technology 3,900.0 $1.2M 0.49% +4K +1460.0% $309.51 +32.9%
16 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 22,700.0 $1.2M 0.49% +8K +56.5% $52.76 -7.5%
17 BUR BURFORD CAPITAL LIMITED Financial Services 220,000.0 $994K 0.41% +40K +22.2% $4.52 +0.2%
18 USAR USA RARE EARTH INC Basic Materials 60,000.0 $908K 0.37% +46K +341.2% $15.13 +62.8%
19 AVAV AEROVIRONMENT INC Industrials 3,610.0 $661K 0.27% +1K +46.1% $183.05 -7.3%
20 CEG CONSTELLATION ENERGY CORP Utilities 2,330.0 $651K 0.27% +2K +1356.2% $279.25 -1.9%
Page 1 of 2  ·  36 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 78.2%
Technology 10.2%
Communication Services 4.9%
Consumer Cyclical 2.2%
Industrials 1.4%
Basic Materials 1.3%
Utilities 0.5%
Healthcare 0.5%
Energy 0.4%
Consumer Defensive 0.3%