Managers / Q4 2020 · view latest →
Perennial Investment Advisors, LLC
CIK 0001801523 · 11620 WILSHIRE BOULEVARD, SUITE 400, LOS ANGELES, CA, 90025 · 310-445-2504
Reported Value
$234M
Q4 2020
Positions
177
Filings on Record
26
2019–present window
Filed
Jan 22, 2021
original filing
Summary
Perennial Investment Advisors, Llc reported $234M in U.S.-listed holdings across 177 positions for Q4 2020.
Its largest position, AAPL, represents 10.2% of the portfolio.
Compared with Q3 2020, the fund opened 35 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 511 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 511 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 482 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 475 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $889M | 434 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $849M | 407 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $772M | 401 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $701M | 371 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $659M | 358 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $604M | 340 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $554M | 354 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $568M | 360 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $538M | 370 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $245.9B | 221 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $220M | 204 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $256M | 201 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $316M | 217 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $320M | 226 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $283M | 219 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $274M | 214 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $253M | 202 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $234M | 177 | Jan 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $199M | 152 | Oct 26, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $148M | 130 | Jul 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $112M | 118 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $127M | 129 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.