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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISRG INTUITIVE SURGICAL INC Healthcare 160.0 $64K 0.03% $397.68 -7.8%
82 BLNK BLINK CHARGING CO Industrials 99,000.0 $63K 0.03% +33K +50.0% $0.64 -8.0%
83 LNG CHENIERE ENERGY INC Energy 260.0 $62K 0.03% +140.0 +116.7% $239.01 +22.2%
84 WWR WESTWATER RES INC Basic Materials 116,600.0 $59K 0.03% +31K +35.6% $0.51 +10.6%
85 AMD ADVANCED MICRO DEVICES INC Technology 100.0 $58K 0.03% -60.0 -37.5% $580.91 -17.8%
86 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,160.0 $58K 0.03% +500.0 +75.8% $49.86 -4.1%
87 VST VISTRA CORP Utilities 360.0 $57K 0.02% +100.0 +38.5% $158.63 -5.9%
88 TECK TECK RESOURCES LTD Basic Materials 960.0 $57K 0.02% NEW $59.46 +16.2%
89 GALAXY DIGITAL INC. 2,000.0 $55K 0.02% -2K -50.0% $27.34
90 GFS GLOBALFOUNDRIES INC Technology 660.0 $54K 0.02% -500.0 -43.1% $82.41 -45.1%
91 RBLX ROBLOX CORP Technology 1,000.0 $54K 0.02% $54.38 -20.4%
92 NRG NRG ENERGY INC Utilities 360.0 $53K 0.02% NEW $146.06 -18.5%
93 OKLO OKLO INC Utilities 1,000.0 $52K 0.02% +250.0 +33.3% $52.33 -21.1%
94 FSLR FIRST SOLAR INC Energy 220.0 $52K 0.02% NEW $235.96 -13.4%
95 URG UR-ENERGY INC Energy 36,000.0 $49K 0.02% -19K -34.5% $1.36 +2.9%
96 MOS MOSAIC CO Basic Materials 2,160.0 $46K 0.02% +500.0 +30.1% $21.19 +22.0%
97 IBM INTERNATIONAL BUSINESS MACHS Technology 160.0 $45K 0.02% NEW $281.21 -16.5%
98 GSIT GSI TECHNOLOGY INC Technology 5,500.0 $43K 0.02% NEW $7.73 -30.8%
99 FCX FREEPORT MCMORAN INC Basic Materials 660.0 $42K 0.02% -1K -66.3% $62.89 +15.6%
100 DRS LEONARDO DRS INC Industrials 960.0 $41K 0.02% -400.0 -29.4% $42.67 -14.2%
Page 5 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%