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Asset Manager ← All Institutions

Pilgrim Partners Asia Pte Ltd

Q1 2025 · Filed 2025-05-14
Market Value
$105M
Holdings
164
New Purchases
30
Added To
36
Closed
40
Reduced
28
Top 10 Concentration
73.5%
Turnover
42.7%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 23 $72M 68.9%
Large Cap 72 $23M 21.8%
Mid Cap 43 $4M 4.2%
Small Cap 14 $2M 2.4%
Micro Cap 12 $3M 2.8%

Portfolio Analytics

Avg Market Cap
$245.7B
Median Market Cap
$16.3B
Avg P/E
43.7
Median P/E
27.1
Avg Dividend Yield
0.01%
Avg Beta
1.32
# Stocks
146
# ETFs / Funds
18

Top Holdings (164 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 22.74% 51,050 $24M $468.92 $5M +13,180 +34.8%
2 SPY 12.96% 24,400 $14M $559.39 $5M +10,340 +73.5%
3 VOO 8.70% 17,815 $9M $513.91 $2M +4,670 +35.5%
4 BRK-B 5.69% 11,250 $6M $532.58 $439K -1,000 -8.2%
5 IBKR 5.21% 33,100 $5M $165.59 $1M +8,600 +35.1%
6 TLT 4.83% 55,900 $5M $91.03 $155K -590 -1.0%
7 GOOG 4.15% 27,980 $4M $156.23 $833K +9,400 +50.6%
8 MSFT 3.62% 10,160 $4M $375.39 $324K +1,880 +22.7%
9 AMZN 2.92% 16,170 $3M $190.26 -$4M -17,590 -52.1%
10 NVDA 2.68% 26,010 $3M $108.38 $374K +7,800 +42.8%
11 IGIB 2.58% 51,630 $3M $52.52 $1M +21,460 +71.1%
12 AAPL 2.33% 11,041 $2M $222.13 $13K +1,300 +13.3%
13 MKL 1.78% 1,000 $2M $1,869.61 -$29K -100 -9.1%
14 BUR 1.76% 140,000 $2M $13.21 $256K +15,000 +12.0%
15 LAZR 1.72% 336,600 $2M $5.39 $362K +66,700 +24.7%
16 IWP 1.63% 14,585 $2M $117.49 $461K +4,700 +47.5%
17 MCO 1.51% 3,410 $2M $465.69 -$353K -690 -16.8%
18 NFLX 1.50% 1,690 $2M $932.53 $177K +120 +7.6%
19 NNI 1.05% 10,000 $1M $110.93 $148K +1,000 +11.1%
20 META 0.84% 1,535 $885K $576.36 -$720K -1,205 -44.0%
21 XLV 0.76% 5,500 $803K $146.01 +5,500 NEW
22 LTBR 0.76% 106,600 $795K $7.46 $739K +94,800 +803.4%
23 XLRE 0.75% 18,900 $791K $41.85 $283K +6,400 +51.2%
24 GBTC 0.75% 12,130 $791K $65.17 $135K +3,280 +37.1%
25 VTWO 0.74% 9,700 $782K $80.65 $228K +3,500 +56.5%
26 SUSA 0.74% 6,800 $781K $114.87 $100K +1,200 +21.4%
27 CELH 0.29% 8,600 $306K $35.62 $96K +600 +7.5%
28 TSLA 0.22% 900 $233K $259.16 -$11M -27,260 -96.8%
29 AMD 0.22% 2,210 $227K $102.74 $76K +960 +76.8%
30 DXCM 0.19% 3,000 $205K $68.29 -$308K -3,600 -54.5%
31 CRNC 0.16% 21,600 $171K $7.90 -$55K -7,200 -25.0%
32 PAYC 0.12% 560 $122K $218.48 -$616K -3,040 -84.4%
33 ICSH 0.11% 2,320 $118K $50.70 $626
34 MDB 0.10% 600 $105K $175.40 -$34K
35 V 0.10% 300 $105K $350.46 $10K
36 FIVE 0.10% 1,360 $102K $74.93 -$64K -220 -13.9%
37 BKKT 0.10% 11,600 $101K $8.67 -$192K -200 -1.7%
38 ADBE 0.09% 260 $100K $383.53 $2K +40 +18.2%
39 ETSY 0.09% 1,960 $92K $47.18 -$32K -400 -16.9%
40 RIVN 0.08% 6,800 $85K $12.45 -$32K -2,000 -22.7%
41 LIN 0.08% 180 $84K $465.64 -$8K -40 -18.2%
42 MKTX 0.08% 380 $82K $216.35 $19K +100 +35.7%
43 GEV 0.07% 250 $76K $305.28 $7K +40 +19.1%
44 INSP 0.07% 460 $73K $159.28 -$31K -100 -17.9%
45 ASTH 0.07% 2,360 $73K $31.01 $33K +1,100 +87.3%
46 SQ 0.07% 1,300 $71K $54.33 +1,300 NEW
47 CZR 0.07% 2,800 $70K $25.00 -$24K
48 SNPS 0.07% 160 $69K $428.85 $35K +90 +128.6%
49 INDA 0.06% 1,300 $67K $51.48 -$2K
50 REXR 0.06% 1,680 $66K $39.15 $823
51 EW 0.06% 880 $64K $72.48 -$1K
52 TTD 0.06% 1,160 $63K $54.72 +1,160 NEW
53 KNSL 0.06% 130 $63K $486.71 +130 NEW
54 EVH 0.06% 6,600 $63K $9.47 $37K +4,300 +187.0%
55 PH 0.06% 100 $61K $607.85 $13K +25 +33.3%
56 ACCD 0.06% 8,600 $60K $6.98 $6K -7,200 -45.6%
57 ZS 0.06% 300 $60K $198.42 -$27K -180 -37.5%
58 ZTS 0.06% 360 $59K $164.65 $619
59 HAL 0.06% 2,300 $58K $25.37 +2,300 NEW
60 LAW 0.05% 13,600 $56K $4.09 $13K +5,000 +58.1%
61 FSLY 0.05% 8,600 $54K $6.33 -$29K -200 -2.3%
62 DOMO 0.05% 6,900 $54K $7.76 $7K +300 +4.5%
63 MOH 0.05% 160 $53K $329.39 -$23K -100 -38.5%
64 HCAT 0.05% 11,600 $53K $4.53 +11,600 NEW
65 TDOC 0.05% 6,600 $53K $7.96 -$7K
66 VEEV 0.05% 220 $51K $231.63 +220 NEW
67 WST 0.05% 220 $49K $223.88 +220 NEW
68 ENPH 0.05% 790 $49K $62.05 $2K +110 +16.2%
69 CROX 0.05% 460 $49K $106.20 $32K +310 +206.7%
70 MEDP 0.05% 160 $49K $304.69 +160 NEW
71 SLB 0.05% 1,160 $48K $41.80 +1,160 NEW
72 OKTA 0.05% 460 $48K $105.22 -$29K -520 -53.1%
73 APPF 0.05% 220 $48K $219.90 +220 NEW
74 CRM 0.05% 180 $48K $268.36 +180 NEW
75 BAH 0.05% 460 $48K $104.58 +460 NEW
76 ALRM 0.05% 860 $48K $55.65 +860 NEW
77 UEC 0.05% 10,000 $48K $4.78 +10,000 NEW
78 SPSC 0.05% 360 $48K $132.73 +360 NEW
79 SITE 0.04% 390 $47K $121.44 $8K +90 +30.0%
80 EPAM 0.04% 280 $47K $168.84 -$126K -460 -62.2%
81 FRPT 0.04% 560 $47K $83.17 +560 NEW
82 IIPR 0.04% 860 $47K $54.09 -$11K
83 TREX 0.04% 800 $46K $58.10 +800 NEW
84 MPWR 0.04% 80 $46K $579.98 -$938
85 OVV 0.04% 1,080 $46K $42.80 +1,080 NEW
86 DDOG 0.04% 460 $46K $99.21 +460 NEW
87 TER 0.04% 550 $45K $82.60 -$24K
88 MRNA 0.04% 1,600 $45K $28.35 -$21K
89 YETI 0.04% 1,360 $45K $33.10 $344 +200 +17.2%
90 WFRD 0.04% 800 $43K $53.55 +800 NEW
91 DKNG 0.04% 1,280 $43K $33.21 -$5K
92 SRPT 0.04% 660 $42K $63.82 +660 NEW
93 IDXX 0.04% 100 $42K $419.95 -$65K -160 -61.5%
94 SKIN 0.04% 30,000 $40K $1.34 -$17K -6,000 -16.7%
95 SYM 0.04% 1,980 $40K $20.21 -$7K
96 BLD 0.04% 130 $40K $304.95 +130 NEW
97 FCX 0.04% 1,000 $38K $37.86 +1,000 NEW
98 DT 0.04% 800 $38K $47.15 +800 NEW
99 CDW 0.03% 220 $35K $160.26 -$31K -160 -42.1%
100 ON 0.03% 860 $35K $40.69 -$8K +180 +26.5%

New Positions

SymbolValue% Port
XLV $803K 0.76%
SQ $71K 0.07%
TTD $63K 0.06%
KNSL $63K 0.06%
HAL $58K 0.06%
HCAT $53K 0.05%
VEEV $51K 0.05%
WST $49K 0.05%
MEDP $49K 0.05%
SLB $48K 0.05%
APPF $48K 0.05%
CRM $48K 0.05%
BAH $48K 0.05%
ALRM $48K 0.05%
UEC $48K 0.05%

Sold Out Positions

SymbolValue% Port
ALB —%
SE —%
STLA —%
PD —%
GLOB —%
SQM —%
TECK —%
MTN —%
PM —%
STM —%
CRL —%
KKR —%
LMND —%
ASML —%
TSM —%
View SEC EDGAR Filings for Pilgrim Partners Asia Pte Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms