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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 5,500.0 $623K 0.27% +450.0 +8.9% $113.26 -5.4%
42 XME SPDR SERIES TRUST 5,650.0 $604K 0.26% NEW $106.93 +10.9%
43 USAR USA RARE EARTH INC Basic Materials 26,000.0 $561K 0.24% -34K -56.7% $21.58 -18.4%
44 AGQ PROSHARES TR II Financial Services 5,500.0 $374K 0.16% +3K +106.8% $68.01 +20.1%
45 ETHA ISHARES ETHEREUM TR Financial Services 28,021.0 $333K 0.14% +12K +75.1% $11.89 +55.8%
46 LTBR LIGHTBRIDGE CORP Industrials 33,000.0 $290K 0.12% -22K -40.0% $8.79 -13.8%
47 QCOM QUALCOMM INC Technology 1,500.0 $277K 0.12% NEW $184.79 -8.7%
48 WDC WESTERN DIGITAL CORP Technology 370.0 $236K 0.10% -160.0 -30.2% $638.72 -26.8%
49 ALOY REALLOYS INC Basic Materials 16,000.0 $231K 0.10% NEW $14.45 -30.1%
50 GRAB GRAB HOLDINGS LIMITED Technology 59,779.0 $225K 0.10% NEW $3.77 -9.3%
51 ATI ATI INC Industrials 1,080.0 $213K 0.09% -680.0 -38.6% $197.10 +6.9%
52 SMR NUSCALE PWR CORP Utilities 20,300.0 $204K 0.09% +5K +32.7% $10.03 -3.3%
53 MP MP MATERIALS CORP Basic Materials 3,400.0 $190K 0.08% -1K -29.6% $56.01 -2.6%
54 LIN LINDE PLC Basic Materials 340.0 $176K 0.07% $518.94 -8.0%
55 NIOCORP DEVS LTD 33,600.0 $162K 0.07% -6K -15.2% $4.82
56 VLO VALERO ENERGY CORP Energy 550.0 $143K 0.06% $260.44 +42.3%
57 TSLA TESLA INC Consumer Cyclical 330.0 $139K 0.06% -270.0 -45.0% $420.60 -15.8%
58 PPTA PERPETUA RESOURCES CORP Basic Materials 6,600.0 $137K 0.06% -3K -31.2% $20.76 +20.9%
59 URA GLOBAL X FDS 3,000.0 $131K 0.06% +1K +87.5% $43.70 +5.4%
60 CANE CALL TEUCRIUM COMMODITY TR Financial Services 7,000.0 $130K 0.06% +6K +600.0% $18.57 -38.5%
Page 3 of 6  ·  108 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%