Pertento Partners LLP 13F Holdings

CIK 0001894571 · LONDON, X0

As of Sep 30, 2025, Pertento Partners LLP reported 16 positions worth $862.1M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
SILICON MOTION TECHNOLOGY CORPSIMOTechnology1,290,409 22.3M14.19%
US FOODS HOLDING CORPUSFDConsumer Defensive1,424,615 09.2M12.66%
CELLEBRITE DI LTDCLBTTechnology4,648,215$86.1M9.99%
IES HOLDINGS INCIESCIndustrials178,768$71.1M8.25%
PRIMO BRANDS CORPPRMBConsumer Defensive2,818,495$62.3M7.22%
PATRIA INVESTMENTS LTDPAXFinancial Services3,971,972$58.0M6.73%
NETGEAR INCNTGRTechnology1,691,607$54.8M6.36%
PRICESMART INCPSMTConsumer Defensive416,508$50.5M5.85%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical172,864$43.9M5.09%
ENVIRI CORPNVRIIndustrials3,431,188$43.5M5.05%
ADOBE INCADBETechnology116,500$41.1M4.77%
NB BANCORP INCNBBKFinancial Services2,114,336$37.3M4.33%
SLM CORPSLMFinancial Services1,337,883$37.0M4.30%
NUTEX HEALTH INCNUTXHealthcare270,421$27.9M3.24%
HUT 8 CORPHUTFinancial Services401,850 4.0M1.62%
ISHARES MSCI INDIA ETFINDA—58,419$3.0M0.35%