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Portfolio (Quarterly) Guide ↗

Pilgrim Partners Asia Pte Ltd

· CIK 0002012674
13F Portfolio $209M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New
Page 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWP ISHARES TR 13,750.0 $1.9M 0.90% NEW $136.94 +3.3%
22 META META PLATFORMS INC Communication Services 2,626.0 $1.7M 0.83% NEW $660.09 -14.8%
23 BUR BURFORD CAP LTD Financial Services 180,000.0 $1.6M 0.77% NEW $8.92 -50.8%
24 NNI NELNET INC Financial Services 12,000.0 $1.6M 0.76% NEW $132.96 -2.5%
25 LTBR LIGHTBRIDGE CORP Industrials 116,600.0 $1.5M 0.70% NEW $12.64 -21.7%
26 MCO MOODYS CORP Financial Services 2,740.0 $1.4M 0.67% NEW $510.85 -12.3%
27 SUSA ISHARES TR 9,620.0 $1.3M 0.64% NEW $139.35 +9.7%
28 NU NU HLDGS LTD Financial Services 71,000.0 $1.2M 0.57% NEW $16.74 -23.1%
29 NFLX NETFLIX INC Communication Services 12,110.0 $1.1M 0.54% NEW $93.76 -22.6%
30 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 14,500.0 $991K 0.47% NEW $68.36 -27.0%
31 ZTS ZOETIS INC Healthcare 7,500.0 $944K 0.45% NEW $125.82 -39.2%
32 OXY CALL OCCIDENTAL PETE CORP Energy 2,450.0 $905K 0.43% NEW $369.29 -86.0%
33 FDS FACTSET RESH SYS INC Financial Services 2,800.0 $813K 0.39% NEW $290.19 -25.7%
34 INDA ISHARES TR 13,900.0 $751K 0.36% NEW $54.05 -7.6%
35 XLV SELECT SECTOR SPDR TR 4,670.0 $723K 0.34% NEW $154.80 -2.9%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 3,640.0 $647K 0.31% NEW $177.75 -32.3%
37 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,140.0 $628K 0.30% NEW $293.57 -2.9%
38 AVAV AEROVIRONMENT INC Industrials 2,470.0 $597K 0.29% NEW $241.89 -37.4%
39 ADBE ADOBE INC Technology 1,700.0 $595K 0.28% NEW $349.99 -45.2%
40 BKNG BOOKING HOLDINGS INC Consumer Cyclical 105.0 $562K 0.27% NEW $5355.33 -96.8%
Page 2 of 6  ·  114 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 71.7%
Technology 15.6%
Communication Services 6.5%
Consumer Cyclical 2.3%
Industrials 1.9%
Healthcare 0.8%
Basic Materials 0.6%
Energy 0.5%
Utilities 0.2%
Consumer Defensive 0.0%