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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CANE CALL TEUCRIUM COMMODITY TR Financial Services 7,000.0 $130K 0.06% +6K +600.0% $18.57 -38.5%
22 VENTURE GLOBAL INC 9,600.0 $107K 0.05% +6K +190.9% $11.13
23 LEU CENTRUS ENERGY CORP Energy 550.0 $92K 0.04% +160.0 +41.0% $167.87 +3.6%
24 CHARGEPOINT HOLDINGS INC 11,600.0 $69K 0.03% +3K +34.9% $5.91
25 SCCO SOUTHERN COPPER CORP Basic Materials 366.0 $64K 0.03% +3.0 +0.8% $174.26 +14.1%
26 BLNK BLINK CHARGING CO Industrials 99,000.0 $63K 0.03% +33K +50.0% $0.64 -8.0%
27 LNG CHENIERE ENERGY INC Energy 260.0 $62K 0.03% +140.0 +116.7% $239.01 +22.2%
28 WWR WESTWATER RES INC Basic Materials 116,600.0 $59K 0.03% +31K +35.6% $0.51 +10.6%
29 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,160.0 $58K 0.03% +500.0 +75.8% $49.86 -4.1%
30 VST VISTRA CORP Utilities 360.0 $57K 0.02% +100.0 +38.5% $158.63 -5.9%
31 OKLO OKLO INC Utilities 1,000.0 $52K 0.02% +250.0 +33.3% $52.33 -21.1%
32 MOS MOSAIC CO Basic Materials 2,160.0 $46K 0.02% +500.0 +30.1% $21.19 +22.0%
Page 2 of 2  ·  32 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%