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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KEYS KEYSIGHT TECHNOLOGIES INC Technology 350.0 $123K 0.05% $350.07 -6.5%
62 DK DELEK US HLDGS INC NEW Energy 2,400.0 $122K 0.05% NEW $50.81 +41.4%
63 UAMY UNITED STATES ANTIMONY CORP Basic Materials 16,000.0 $116K 0.05% -4K -18.4% $7.26 -28.4%
64 VENTURE GLOBAL INC 9,600.0 $107K 0.05% +6K +190.9% $11.13
65 SMTC SEMTECH CORP Technology 600.0 $97K 0.04% -500.0 -45.5% $161.85 -8.6%
66 GLD SPDR GOLD TR Financial Services 260.0 $96K 0.04% -240.0 -48.0% $368.38 +10.4%
67 UUUU ENERGY FUELS INC Energy 6,600.0 $96K 0.04% $14.50 -0.2%
68 LEU CENTRUS ENERGY CORP Energy 550.0 $92K 0.04% +160.0 +41.0% $167.87 +3.6%
69 INTC INTEL CORP Technology 660.0 $92K 0.04% -500.0 -43.1% $139.63 -31.4%
70 ENPH ENPHASE ENERGY INC Energy 1,660.0 $82K 0.04% NEW $49.24 -26.1%
71 ALB ALBEMARLE CORP Basic Materials 600.0 $81K 0.04% NEW $135.03 -6.5%
72 RDW REDWIRE CORPORATION Industrials 6,600.0 $81K 0.03% NEW $12.23 -13.9%
73 UBER UBER TECHNOLOGIES INC Technology 1,000.0 $72K 0.03% NEW $72.16 +5.0%
74 NFLX NETFLIX INC. Communication Services 1,000.0 $71K 0.03% -13K -92.7% $71.40 +9.6%
75 UEC URANIUM ENERGY CORP Energy 6,600.0 $70K 0.03% -10K -60.2% $10.66 +8.3%
76 CHARGEPOINT HOLDINGS INC 11,600.0 $69K 0.03% +3K +34.9% $5.91
77 SEADRILL LTD 1,800.0 $68K 0.03% NEW $37.82
78 CTVA CORTEVA INC Basic Materials 800.0 $68K 0.03% $84.69 +3.7%
79 CCJ CAMECO CORP Energy 660.0 $67K 0.03% -500.0 -43.1% $101.86 -1.1%
80 SCCO SOUTHERN COPPER CORP Basic Materials 366.0 $64K 0.03% +3.0 +0.8% $174.26 +14.1%
Page 4 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%