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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 1 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,734,300.0 $66.6M 27.13% +1.2M +237.9% $38.42 +8.2%
2 QQQ INVESCO QQQ TR Financial Services 61,200.0 $35.3M 14.38% -5K -7.5% $577.18 +27.4%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 34,600.0 $22.5M 9.16% -3K -7.1% $650.34 +16.0%
4 VOO VANGUARD INDEX FDS 29,000.0 $17.3M 7.06% -850.0 -2.9% $597.55 +16.1%
5 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 136,970.0 $9.2M 3.74% +2K +1.5% $67.07 +23.9%
6 MINT PIMCO ETF TR 90,000.0 $9.1M 3.69% +50K +125.0% $100.57 +0.1%
7 BERKSHIRE HATHAWAY INC DEL 13,460.0 $6.5M 2.63% +2K +15.9% $479.20
8 GOOG ALPHABET INC Communication Services 21,470.0 $6.2M 2.51% -3K -11.6% $286.86 +34.6%
9 MSFT MICROSOFT CORP Technology 15,950.0 $5.9M 2.40% +6K +53.3% $370.17 +15.3%
10 SGOV ISHARES TR 50,000.0 $5.0M 2.05% +10K +25.0% $100.66 -0.0%
11 AAPL APPLE INC Technology 15,150.0 $3.8M 1.57% +5K +48.2% $253.79 +23.1%
12 IAU ISHARES GOLD TR Financial Services 40,690.0 $3.6M 1.46% +14K +51.3% $88.16 -4.0%
13 PDD CALL PDD HOLDINGS INC Consumer Cyclical 4,320.0 $3.5M 1.41% NEW $801.06 -89.6%
14 NVDA NVIDIA CORPORATION Technology 15,192.0 $2.6M 1.08% -9K -36.4% $174.40 +22.8%
15 AMZN AMAZON COM INC Consumer Cyclical 12,400.0 $2.6M 1.05% -165.0 -1.3% $208.27 +31.6%
16 BIL SPDR SERIES TRUST 22,000.0 $2.0M 0.82% $91.64 -0.0%
17 IWP ISHARES TR 14,450.0 $1.9M 0.75% +700.0 +5.1% $128.12 +10.9%
18 TLT ISHARES TR 20,000.0 $1.7M 0.71% -12K -36.8% $86.69 -1.1%
19 META META PLATFORMS INC Communication Services 3,030.0 $1.7M 0.71% +404.0 +15.4% $572.13 +11.0%
20 LITE LUMENTUM HLDGS INC Technology 2,250.0 $1.6M 0.64% +2K +1400.0% $702.76 +22.5%
Page 1 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%