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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  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 260.0 $96K 0.04% -240.0 -48.0% $368.38 +10.4%
22 INTC INTEL CORP Technology 660.0 $92K 0.04% -500.0 -43.1% $139.63 -31.4%
23 NFLX NETFLIX INC. Communication Services 1,000.0 $71K 0.03% -13K -92.7% $71.40 +9.6%
24 UEC URANIUM ENERGY CORP Energy 6,600.0 $70K 0.03% -10K -60.2% $10.66 +8.3%
25 CCJ CAMECO CORP Energy 660.0 $67K 0.03% -500.0 -43.1% $101.86 -1.1%
26 AMD ADVANCED MICRO DEVICES INC Technology 100.0 $58K 0.03% -60.0 -37.5% $580.91 -17.8%
27 GALAXY DIGITAL INC. 2,000.0 $55K 0.02% -2K -50.0% $27.34
28 GFS GLOBALFOUNDRIES INC Technology 660.0 $54K 0.02% -500.0 -43.1% $82.41 -45.1%
29 URG UR-ENERGY INC Energy 36,000.0 $49K 0.02% -19K -34.5% $1.36 +2.9%
30 FCX FREEPORT MCMORAN INC Basic Materials 660.0 $42K 0.02% -1K -66.3% $62.89 +15.6%
31 DRS LEONARDO DRS INC Industrials 960.0 $41K 0.02% -400.0 -29.4% $42.67 -14.2%
32 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 120.0 $33K 0.01% -100.0 -45.5% $271.95 -37.3%
33 MRVL MARVELL TECHNOLOGY INC Technology 60.0 $18K 0.01% -440.0 -88.0% $297.88 -25.0%
Page 2 of 2  ·  33 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%