31 is the total number of securities Pertento Partners LLP has owned. The longest Pertento Partners LLP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| EDR | ENDEAVOR GROUP HLDGS INC | 8 | 8 | 3.92% | 9.89% | 12.66% | Q4 2021 | Q3 2023 | 8 |
| IBP | INSTALLED BLDG PRODS INC | 8 | 8 | 5.48% | 7.55% | 10.52% | Q4 2021 | Q3 2023 | 8 |
| Z | ZILLOW GROUP INC | 8 | 8 | 5.10% | 6.90% | 10.75% | Q4 2021 | Q3 2023 | 8 |
| PAX | PATRIA INVESTMENTS LIM... | 8 | 8 | 5.12% | 6.62% | 8.06% | Q4 2021 | Q3 2023 | 8 |
| SDGR | SCHRODINGER INC | 8 | 8 | 2.96% | 5.55% | 7.18% | Q4 2021 | Q3 2023 | 8 |
| BEKE | KE HLDGS INC | 8 | 8 | 2.86% | 5.08% | 7.20% | Q4 2021 | Q3 2023 | 8 |
| ROVER GROUP INC | 8 | 8 | 3.61% | 4.55% | 5.94% | Q4 2021 | Q3 2023 | 8 | |
| NLOK | NORTONLIFELOCK INC | 7 | 7 | 6.41% | 8.33% | 10.34% | Q1 2022 | Q3 2023 | 7 |
| ASPEN TECHNOLOGY INC | 6 | 6 | 5.81% | 7.40% | 10.64% | Q2 2022 | Q3 2023 | 6 | |
| TTWO | TAKE-TWO INTERACTIVE S... | 5 | 5 | 6.14% | 6.86% | 7.81% | Q4 2021 | Q4 2022 | 5 |
| NEOG | NEOGEN CORP | 5 | 5 | 2.76% | 5.29% | 6.77% | Q3 2022 | Q3 2023 | 5 |
| CRAI | CRA INTL INC | 5 | 5 | 3.94% | 5.16% | 6.69% | Q3 2022 | Q3 2023 | 5 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 4 | 4 | 6.32% | 7.03% | 7.46% | Q4 2021 | Q3 2022 | 4 |
| ROG | ROGERS CORP | 4 | 4 | 5.06% | 6.90% | 7.86% | Q4 2022 | Q3 2023 | 4 |
| SSD | SIMPSON MFG INC | 4 | 4 | 3.36% | 6.11% | 7.44% | Q4 2021 | Q3 2022 | 4 |
| DLO | DLOCAL LTD | 4 | 4 | 3.49% | 5.46% | 7.70% | Q4 2022 | Q3 2023 | 4 |
| SCI | SERVICE CORP INTL | 4 | 4 | 1.24% | 5.45% | 8.03% | Q4 2022 | Q3 2023 | 4 |
| SHAK | SHAKE SHACK INC | 4 | 4 | 3.72% | 5.26% | 6.85% | Q4 2021 | Q3 2022 | 4 |
| GE HEALTHCARE TECHNOLO... | 3 | 3 | 6.52% | 7.28% | 7.80% | Q1 2023 | Q3 2023 | 3 | |
| SPY | SPDR S&P 500 ETF TR | 2 | 1 | 2.14% | 5.60% | 7.76% | Q4 2022 | Q3 2023 | 3 |
| ACMR | ACM RESH INC | 3 | 3 | 2.58% | 3.22% | 3.93% | Q1 2023 | Q3 2023 | 3 |
| VVV | VALVOLINE INC | 2 | 2 | 2.82% | 3.22% | 3.61% | Q4 2021 | Q1 2022 | 2 |
| MASI | MASIMO CORP | 2 | 2 | 1.88% | 1.94% | 2.00% | Q2 2022 | Q3 2022 | 2 |
| KENVUE INC | 1 | 1 | 10.94% | 10.94% | 10.94% | Q3 2023 | Q3 2023 | 1 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 10.12% | 10.12% | 10.12% | Q4 2021 | Q4 2021 | 1 |
| SHARKNINJA INC | 1 | 1 | 7.78% | 7.78% | 7.78% | Q3 2023 | Q3 2023 | 1 | |
| AZPN | ASPEN TECHNOLOGY INC | 1 | 1 | 5.58% | 5.58% | 5.58% | Q1 2022 | Q1 2022 | 1 |
| SIMO | SILICON MOTION TECHNOL... | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
| XPONENTIAL FITNESS INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 | |
| FNKO | FUNKO INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
| XBI | SPDR SER TR | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
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The securities at the top of the list , including ENDEAVOR GROUP HLDGS INC, INSTALLED BLDG PRODS INC, and ZILLOW GROUP INC, are the highest-conviction holdings of Pertento Partners LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Pertento Partners LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Pertento Partners LLP owns currently or has owned in the past.