SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Perbak Capital Partners LLP

CIK 0001968437 · 2 PORTMAN STREET, LONDON, X0, W1H 6DU · 00442039780002

Reported Value
$338M
Q2 2024
Positions
55
Filings on Record
10
2019–present window
Filed
Aug 14, 2024
original filing

Summary

Perbak Capital Partners LLP reported $338M in U.S.-listed holdings across 55 positions for Q2 2024.

Its largest position, Spdr S P 500 Etf Tr, represents 16.5% of the portfolio.

Compared with Q1 2024, the fund opened 54 new positions and exited 10.

Portfolio Metrics

Turnover
+35.0%
vs prior filed quarter
Top-10 Concentration
+61.5%
share of reported value
Largest Position
+16.5%
Spdr S P 500 Etf Tr
New / Exited
54 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $0Q4 ’23Q1 ’24: $80MQ2 ’24: $338MQ2 ’24Q3 ’24: $142MQ4 ’24: $187MQ4 ’24Q1 ’25: $135MQ2 ’25: $442MQ2 ’25Q3 ’25: $568MQ4 ’25: $328MQ4 ’25Q1 ’26: $406Mfilingsflow.com

Portfolio Composition

By security type
ETP: 58.4%Common Stock: 41.6%
  • ETP · 58.4% · $198M
  • Common Stock · 41.6% · $141M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR S&P 500 ETF TRNEW+102.3K102.3K+$56M$56M
SELECT SECTOR SPDR TRNEW+241.6K241.6K+$29M$29M
SELECT SECTOR SPDR TRNEW+146.2K146.2K+$27M$27M
ISHARES TRNEW+427.9K427.9K+$26M$26M
SELECT SECTOR SPDR TRNEW+304.8K304.8K+$23M$23M
SELECT SECTOR SPDR TRNEW+89.8K89.8K+$13M$13M
MMM3M CONEW+103.4K103.4K+$11M$11M
INVESCO EXCH TRADED FD TR IINEW+172.8K172.8K+$9M$9M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

44 positions
#IssuerClass% PortfolioValueShares
1SELECT SECTOR SPDR TRINDL · SBI CONS DISCR · SBI CONS STPLS · SBI HEALTHCARE27.36%$93M782.4K
2SPDR S&P 500 ETF TRTR UNIT16.47%$56M102.3K
3ISHARES TRUS HLTHCARE ETF · GL CLEAN ENE ETF · RUSSELL 2000 ETF · US CONSM STAPLES11.85%$40M976.6K
4MMM3M COhistory →COM3.13%$11M103.4K
5INVESCO EXCH TRADED FD TR IIKBW BK ETF2.73%$9M172.8K
6DKNGDRAFTKINGS INC NEWhistory →COM CL A2.02%$7M179.2K
7EHCENCOMPASS HEALTH CORPhistory →COM1.99%$7M78.5K
8TAT&T INChistory →COM1.93%$7M341.1K
9TMUST-MOBILE US INChistory →COM1.85%$6M35.6K
10GMGENERAL MTRS COhistory →COM1.80%$6M131.1K
11BACVERIZON COMMUNICATIONS INChistory →COM1.79%$6M147.1K
12IDXXIDEXX LABS INChistory →COM1.43%$5M9.9K
13ELANELANCO ANIMAL HEALTH INChistory →COM1.42%$5M332.3K
14FFORD MTR CO DELhistory →COM1.39%$5M374.2K
157HPHP INChistory →COM1.16%$4M111.8K
16ACMAECOMhistory →COM1.13%$4M43.4K
17UHSUNIVERSAL HLTH SVCS INChistory →CL B1.09%$4M20.0K
18WCNWASTE CONNECTIONS INChistory →COM1.02%$3M19.6K
19MTZMASTEC INCCOM0.96%$3M30.3K
20JJACOBS SOLUTIONS INCCOM0.92%$3M22.4K
21HCAHCA HEALTHCARE INCCOM0.89%$3M9.3K
22FLRFLUOR CORP NEWCOM0.88%$3M68.2K
23ENSGENSIGN GROUP INCCOM0.88%$3M24.0K
24PWRQUANTA SVCS INCCOM0.86%$3M11.5K
25THCTENET HEALTHCARE CORPCOM NEW0.82%$3M21.0K
26RSGREPUBLIC SVCS INCCOM0.82%$3M14.3K
27MCDMCDONALDS CORPCOM0.82%$3M10.8K
28YUMYUM BRANDS INCCOM0.72%$2M18.3K
29UNHUNITEDHEALTH GROUP INCCOM0.69%$2M4.6K
30ELVELEVANCE HEALTH INCCOM0.66%$2M4.1K
31KKRKKR & CO INCCOM0.65%$2M20.8K
32DPZDOMINOS PIZZA INCCOM0.61%$2M4.0K
33WMWASTE MGMT INC DELCOM0.60%$2M9.5K
34PINSPINTEREST INCCL A0.55%$2M42.5K
35QSRRESTAURANT BRANDS INTL INCCOM0.54%$2M26.2K
36CITHE CIGNA GROUPCOM0.53%$2M5.4K
37EBAEBAY INC.COM0.52%$2M32.7K
38CMGCHIPOTLE MEXICAN GRILL INCCOM0.52%$2M27.9K
39DELLDELL TECHNOLOGIES INCCL C0.49%$2M12.1K
40MOHMOLINA HEALTHCARE INCCOM0.47%$2M5.4K
41BXBLACKSTONE INCCOM0.47%$2M12.8K
42APOAPOLLO GLOBAL MGMT INCCOM0.46%$2M13.2K
43CGCARLYLE GROUP INCCOM0.42%$1M35.5K
44VRTXVERTEX PHARMACEUTICALS INCCOM0.39%$1M2.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$406M294May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$328M219Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$568M288Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$442M275Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$135M194May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$187M65Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$142M31Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$338M55Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$80M11May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$01Feb 14, 202413F-HRchanges · 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 ↗.