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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 4,140.0 $606K 0.25% +500.0 +13.7% $146.28 -12.2%
22 MU MICRON TECHNOLOGY INC Technology 1,280.0 $432K 0.18% +1K +357.1% $337.84 +235.7%
23 PPTA PERPETUA RESOURCES CORP Basic Materials 9,600.0 $270K 0.11% +7K +269.2% $28.12 -13.5%
24 ATI ATI INC Industrials 1,760.0 $256K 0.10% +300.0 +20.6% $145.46 +38.4%
25 ETHA ISHARES ETHEREUM TR Financial Services 16,000.0 $253K 0.10% +6K +60.0% $15.83 -18.6%
26 MP MP MATERIALS CORP Basic Materials 4,830.0 $233K 0.10% +3K +121.6% $48.26 +26.1%
27 NIOCORP DEVS LTD 39,600.0 $177K 0.07% +20K +102.0% $4.46
28 UAMY UNITED STATES ANTIMONY CORP Basic Materials 19,600.0 $171K 0.07% +3K +18.1% $8.73 -10.1%
29 SMR NUSCALE PWR CORP Utilities 15,300.0 $166K 0.07% +5K +48.5% $10.84 +8.1%
30 VLO VALERO ENERGY CORP Energy 550.0 $136K 0.06% +150.0 +37.5% $247.08 -4.4%
31 LMT LOCKHEED MARTIN CORP Industrials 160.0 $97K 0.04% +30.0 +23.1% $604.39 -15.5%
32 LEU CENTRUS ENERGY CORP Energy 390.0 $68K 0.03% +230.0 +143.8% $173.59 +10.3%
33 SCCO SOUTHERN COPPER CORP Basic Materials 363.0 $62K 0.03% +3.0 +0.8% $172.06 +12.1%
34 WWR WESTWATER RES INC Basic Materials 86,000.0 $56K 0.02% +20K +30.3% $0.65 -19.5%
35 YINN DIREXION SHARES ETF TRUST 1,061.0 $35K 0.01% +61.0 +6.1% $32.81 -22.1%
36 BKNG BOOKING HOLDINGS INC Consumer Cyclical 170.0 $29K 0.01% +65.0 +61.9% $168.41 +2.0%
Page 2 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%