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Portfolio (Quarterly) Guide ↗

Pilgrim Partners Asia Pte Ltd

· CIK 0002012674
13F Portfolio $246M AUM 126 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 36 Added 19 Reduced 32 Exited
Page 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DXYZ DESTINY TECH100 INC 1,660.0 $44K 0.02% NEW $26.78 +0.9%
102 AA ALCOA CORP Basic Materials 660.0 $44K 0.02% -300.0 -31.2% $66.33 -13.3%
103 MOS MOSAIC CO Basic Materials 1,660.0 $42K 0.02% NEW $25.50 -12.8%
104 CHARGEPOINT HOLDINGS INC 8,600.0 $42K 0.02% $4.86
105 VST VISTRA CORP Utilities 260.0 $39K 0.02% $150.33 +10.6%
106 BLNK BLINK CHARGING CO Industrials 66,000.0 $37K 0.01% $0.57 +15.1%
107 OKLO OKLO INC Utilities 750.0 $37K 0.01% NEW $49.59 +16.5%
108 YINN DIREXION SHARES ETF TRUST 1,061.0 $35K 0.01% +61.0 +6.1% $32.81 -21.8%
109 RTX RTX CORPORATION Industrials 180.0 $35K 0.01% NEW $192.90 -5.9%
110 NTR NUTRIEN LTD Basic Materials 460.0 $35K 0.01% NEW $75.46 -17.1%
111 CPER UNITED STS COMMODITY INDEX F Financial Services 1,000.0 $34K 0.01% NEW $34.43 +13.0%
112 LNG CHENIERE ENERGY INC Energy 120.0 $34K 0.01% -140.0 -53.9% $283.76 -20.3%
113 CF CF INDUSTRIES HOLD Basic Materials 260.0 $34K 0.01% NEW $129.84 -20.7%
114 NEE NEXTERA ENERGY INC Utilities 360.0 $33K 0.01% -300.0 -45.5% $92.88 -6.1%
115 AMD ADVANCED MICRO DEVICES INC Technology 160.0 $33K 0.01% -100.0 -38.5% $203.43 +168.0%
116 UMAC UNUSUAL MACHS INC Financial Services 2,600.0 $32K 0.01% NEW $12.40 +82.0%
117 VSAT VIASAT INC Technology 670.0 $31K 0.01% -380.0 -36.2% $45.80 +36.4%
118 OMEX ODYSSEY MARINE EXPL INC Industrials 36,600.0 $31K 0.01% NEW $0.83 +3.8%
119 BKNG BOOKING HOLDINGS INC Consumer Cyclical 170.0 $29K 0.01% +65.0 +61.9% $168.41 -1.4%
120 DLTR DOLLAR TREE INC Consumer Defensive 200.0 $22K 0.01% NEW $109.51 +6.3%
Page 6 of 7  ·  126 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 78.2%
Technology 10.2%
Communication Services 4.9%
Consumer Cyclical 2.2%
Industrials 1.4%
Basic Materials 1.3%
Utilities 0.5%
Healthcare 0.5%
Energy 0.4%
Consumer Defensive 0.3%