PL
Perpetual Ltd Portfolio holdings
AUM
$8.06B
1-Year Est. Return
27.79%
1 Year Est. Return
+27.79%
AUM
$8.52B
AUM Growth
+$240M
(+2.9%)
Holding
456
Top Buys
| 1 | +$107M | |
| 2 | +$73.2M | |
| 3 | +$62.5M | |
| 4 |
Coinbase
COIN
|
+$62.3M |
| 5 |
Tradeweb Markets
TW
|
+$57.8M |
Top Sells
| 1 | +$197M | |
| 2 | +$133M | |
| 3 | +$109M | |
| 4 |
UnitedHealth
UNH
|
+$93M |
| 5 |
Mercado Libre
MELI
|
+$87.9M |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Industrials | 14.85% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 13.19% |
| 5 | Materials | 8.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VLRS
451
Controladora Vuela Compañía de Aviación
VLRS
$889M
| – | – |
-199,118
|
|
||
452
Viatris
VTRS
$12.5B
| – | – |
-15,592
|
|
||
453
Warby Parker
WRBY
$2.26B
| – | – |
-19,490
|
|
||
454
Williams-Sonoma
WSM
$21.4B
| – | – |
-1,536
|
|
||
455
Xcel Energy
XEL
$45.9B
| – | – |
-3,460
|
|
||
|
NBIS
456
Nebius Group N.V.
NBIS
$24.7B
| – | – |
-17,145
|
|