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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RCAT RED CAT HLDGS INC Technology 3,600.0 $38K 0.02% $10.65 -21.4%
102 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 120.0 $33K 0.01% -100.0 -45.5% $271.95 -37.3%
103 MARA MARA HOLDINGS INC Financial Services 2,000.0 $28K 0.01% $13.89 -18.6%
104 YINN DIREXION SHARES ETF TRUST 1,061.0 $23K 0.01% $21.47 +41.2%
105 MRVL MARVELL TECHNOLOGY INC Technology 60.0 $18K 0.01% -440.0 -88.0% $297.88 -25.0%
106 PL PLANET LABS PBC Industrials 500.0 $17K 0.01% NEW $33.13 -45.3%
107 BMNR BITMINE IMMERSION TECHS INC Financial Services 1,000.0 $13K 0.01% $13.31 +87.6%
108 MSTR STRATEGY INC Technology 150.0 $13K 0.01% NEW $86.93 +64.3%
Page 6 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%