Pennant Investors, LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$383.2B

Holdings

16

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (16 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
302,500$57.6B15.02%Call
2
SATSECHOSTAR CORP
2,046,751$52.4B13.66%
3
ARANTERO RESOURCES CORP
1,274,730$51.6B13.45%Call
4
T7DTRANSDIGM GROUP INC
26,571$36.8B9.59%
5
MSFTMICROSOFT CORP
75,900$28.5B7.43%
6
VRTVERTIV HOLDINGS CO
348,000$25.1B6.56%Call
7
PRMPERIMETER SOLUTIONS INC
2,470,000$24.9B6.49%
8
GOOGLALPHABET INC
146,700$22.7B5.92%
9
EXEEXPAND ENERGY CORPORATION
180,000$20.0B5.23%
10
VMIVALMONT INDS INC
69,000$19.7B5.14%
11
GEVGE VERNOVA INC
46,000$14.0B3.66%
12
CORZCORE SCIENTIFIC INC NEW
1,335,000$9.7B2.52%
13
CCCCCC INTELLIGENT SOLUTIONS HL
1,060,000$9.6B2.50%
14
ASMLASML HOLDING N V
9,000$6.0B1.56%
15
IRENIREN LIMITED
792,000$4.8B1.26%
16
GRABGRAB HOLDINGS LIMITED
80,000$32.5M0.01%