Pennant Investors, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$334.3B
Holdings
16
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 94,600 | $47.1B | 14.08% | |
| 2 | SATSECHOSTAR CORP | 1,464,000 | $40.6B | 12.13% | |
| 3 | T7DTRANSDIGM GROUP INC | 19,871 | $30.2B | 9.04% | |
| 4 | PRMPERIMETER SOLUTIONS INC | 2,102,000 | $29.3B | 8.75% | |
| 5 | ARANTERO RESOURCES CORP | 709,230 | $28.6B | 8.55% | |
| 6 | AMZNAMAZON COM INC | 130,000 | $28.5B | 8.53% | |
| 7 | CORZCORE SCIENTIFIC INC NEW | 1,499,000 | $25.6B | 7.65% | |
| 8 | VRTVERTIV HOLDINGS CO | 183,000 | $23.5B | 7.03% | |
| 9 | GEVGE VERNOVA INC | 34,900 | $18.5B | 5.52% | |
| 10 | EXEEXPAND ENERGY CORPORATION | 136,200 | $15.9B | 4.76% | |
| 11 | QXOQXO INC | 585,000 | $12.6B | 3.77% | |
| 12 | VMIVALMONT INDS INC | 35,420 | $11.6B | 3.46% | |
| 13 | GOOGLALPHABET INC | 53,900 | $9.5B | 2.84% | |
| 14 | CCCCCC INTELLIGENT SOLUTIONS HL | 881,502 | $8.3B | 2.48% | |
| 15 | ASMLASML HOLDING N V | 5,800 | $4.6B | 1.39% | |
| 16 | GRABGRAB HOLDINGS LIMITED | 80,000 | $31.3M | 0.01% |