Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$394.09M
Total Bought
$32.15M
Total Sold
$15.20M
Net Transaction
+$16.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Vanguard Index Funds - Vanguard S&P 500 ETF165,492190,013+24,521101,344119,16330.24%+17,819
Vanguard Index Funds - Vanguard Mid-Cap ETF194,973214,058+19,08557,27162,12415.76%+4,853
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF360,536390,601+30,06525,73128,7337.29%+3,001
Vanguard Index Funds - Vanguard Small-Cap Value ETF77,50087,613+10,11316,17518,5564.71%+2,381
DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF1,450,8991,511,750+60,85153,84355,67814.13%+1,835
Vanguard Index Funds - Vanguard Small-Cap Growth ETF28,00431,723+3,7198,3359,5842.43%+1,249
iShares Trust - iShares Russell Mid-Cap Growth ETF1,4574,462+3,0052076110.16%+404
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
S&P500 QUALITY
101,716102,691+9757,4557,7071.96%+252
LESLIE'S INC-NEW12,950116,100+103,150711920.05%+120
VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
FALLEN ANGEL HG
115,317119,217+3,9003,4283,5010.89%+72
iShares Trust - iShares MSCI USA Quality Factor ETF
MSCI USA QLT FCT
39,39038,883-5077,6617,7221.96%+62
ORION SA1,0007,900+6,9008420.01%+34
DENTSPLY SIRONA INC(XRAY)1,9674,250+2,28325490.01%+24
CLOVER HEALTH INVESTMENTS CO(CLOV)08,000+8,0000190.00%+19
FMC CORP(FMC)01,000+1,0000140.00%+14
PAYSAFE LTD
SHS
2001,743+1,5433140.00%+12
ASPEN AEROGELS INC03,250+3,250090.00%+9
GETTY IMAGES HOLDINGS INC03,000+3,000040.00%+4
POLESTAR AUTOMOTIVE-CL A ADS(PSNY)0125+125030.00%+3
ASANA INC - CL A(ASAN)1,3001,425+12517200.00%+2
PEDIATRIX MEDICAL GROUP INC(MD)46746708100.00%+2
POLESTAR AUTOMOTIVE-CL A ADS(PSNY)(Call)0100+10002+2
BLACKBAUD INC(BLKB)5585+30450.00%+2
CLARIVATE PLC(CLVT)6521,098+446240.00%+1
ALLBIRDS INC-CL A13,10018,350+5,25074750.02%+1
TILRAY BRANDS INC0100+100010.00%+1
SONOS INC(SONO)4594590780.00%+1
ALIGN TECHNOLOGY INC20200330.00%+1
EXXON MOBIL CORP75750890.00%+1
ORSTED A/S -UNSP ADR200461+261330.00%0
iShares Trust - iShares Russell Mid-Cap ETF110000.00%-0
CANADA JETLINES OPERATIONS L6240-62400-0
RETRACTABLE TECHNOLOGIES INC1,7501,7500110.00%-0
VAREX IMAGING CORP6006000770.00%-0
PAYPAL HOLDINGS INC(PYPL)62620440.00%-1
SALLY BEAUTY HOLDINGS INC3253250550.00%-1
BEAZER HOMES USA INC(BZH)1781780440.00%-1
JETBLUE AIRWAYS CORP(JBLU)2000-20010-1
ZOOMINFO TECHNOLOGIES INC(GTM)535475-60650.00%-1
PURE STORAGE INC - CLASS A(P)70700650.00%-1
UIPATH INC - CLASS A(PATH)550344-206760.00%-2
SHUTTERSTOCK INC1,8071,838+3138350.01%-3
VISTAGEN THERAPEUTICS INC1,0001,0000410.00%-3
Getty Images Holdings Inc(Call)1,5000-1,50030-3
TRANSOCEAN LTD(RIG)2,3891,010-1,379740.00%-3
FORD MOTOR CO(F)3030-30340-4
ADOBE INC(ADBE)3421-131270.00%-5
JELD-WEN HOLDING INC7,45012,950+5,50037320.01%-5
POLESTAR AUTOMOTIVE-CL A ADS(PSNY)6,0620-6,06260-6
TEVA PHARMACEUTICAL-SP ADR(TEVA)4000-40080-8
TILRAY BRANDS INC5,0000-5,00090-9
OPENDOOR TECHNOLOGIES INC(OPEN)1,4000-1,400110-11
OLIN CORP(OLN)882329-5532270.00%-15
Intel Corp(INTC)(Put)5000-500170-17
OATLY GROUP AB8,65010,100+1,4501401080.03%-32
MARAVAI LIFESCIENCES HLDGS-A(MRVI)16,6503,314-13,33648110.00%-37
iShares Trust - iShares Core S&P Small-Cap ETF74,77073,520-1,2508,8858,8362.24%-49
iShares, Inc. - iShares MSCI Japan ETF
MSCI JAPAN ETF
56,84240,323-16,5194,5593,2560.83%-1,304
SPDR S&P 500 ETF(SPY)108,49696,375-12,12172,27865,72016.68%-6,558
iShares Trust - iShares Russell 2000 Value ETF52,49911,999-40,5009,2822,1740.55%-7,108
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