Pennant Investors, Lp Top Holdings and 13F Report (2024) About Pennant Investors, LpInvestment ActivityPennant Investors, Lp has $350.30 million in total holdings as of September 30, 2024.Pennant Investors, Lp owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 10.05% of the portfolio was purchased this quarter.About 24.01% of the portfolio was sold this quarter.This quarter, Pennant Investors, Lp has purchased 45 new stocks and bought additional shares in 6 stocks.Pennant Investors, Lp sold shares of 5 stocks and completely divested from 31 stocks this quarter.Largest Holdings EchoStar $57,603,174Antero Resources $46,584,900Perimeter Solutions $36,315,000Micron Technology $35,306,203Amazon.com $33,912,060 Largest New Holdings this Quarter ASML $5,416,125 Holding Largest Purchases this Quarter Antero Resources 290,000 shares (about $8.31M)ASML 6,500 shares (about $5.42M)Perimeter Solutions 400,000 shares (about $5.38M)Vertiv 45,000 shares (about $4.48M)EchoStar 167,628 shares (about $4.16M) Largest Sales this Quarter TransDigm Group 13,000 shares (about $18.55M)Microsoft 29,000 shares (about $12.48M)Amazon.com 58,000 shares (about $10.81M)Micron Technology 90,568 shares (about $9.39M)Alphabet 30,000 shares (about $4.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPennant Investors, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSATSEchoStar$57,603,174$4,160,527 ▲7.8%2,320,83716.4%Computer and TechnologyARAntero Resources$46,584,900$8,308,500 ▲21.7%1,626,00013.3%Oils/EnergyPRMPerimeter Solutions$36,315,000$5,380,000 ▲17.4%2,700,00010.4%Basic MaterialsMUMicron Technology$35,306,203$9,392,807 ▼-21.0%340,43210.1%Computer and TechnologyAMZNAmazon.com$33,912,060$10,807,140 ▼-24.2%182,0009.7%Retail/WholesaleTDGTransDigm Group$27,644,935$18,552,690 ▼-40.2%19,3717.9%AerospaceGOOGLAlphabet$25,375,050$4,975,500 ▼-16.4%153,0007.2%Computer and TechnologyMSFTMicrosoft$21,945,300$12,478,700 ▼-36.3%51,0006.3%Computer and TechnologyVRTVertiv$15,918,400$4,477,050 ▲39.1%160,0004.5%Computer and TechnologyGE VERNOVA INC$15,298,8000.0%60,0004.4%COMVMIValmont Industries$11,598,0000.0%40,0003.3%Industrial ProductsCORE SCIENTIFIC INC NEW$9,426,482$3,496,482 ▲59.0%794,8132.7%COMIRENIris Energy$7,933,600$3,966,800 ▲100.0%940,0002.3%Oils/EnergyASMLASML$5,416,125$5,416,125 ▲New Holding6,5001.5%Computer and TechnologyGRABWGrab$19,1270.0%80,0000.0%Computer and TechnologyODPODP$0$15,708,000 ▼-100.0%00.0%Retail/WholesaleARQTArcutis Biotherapeutics$0$1,589,370 ▼-100.0%00.0%MedicalNRIXNurix Therapeutics$0$1,185,416 ▼-100.0%00.0%MedicalNVAXNovavax$0$763,398 ▼-100.0%00.0%MedicalALTAltimmune$0$730,170 ▼-100.0%00.0%MedicalFGENFibroGen$0$685,643 ▼-100.0%00.0%MedicalAGIOAgios Pharmaceuticals$0$651,112 ▼-100.0%00.0%MedicalFATEFate Therapeutics$0$479,208 ▼-100.0%00.0%MedicalTVTXTravere Therapeutics$0$458,676 ▼-100.0%00.0%MedicalENTAEnanta Pharmaceuticals$0$455,247 ▼-100.0%00.0%MedicalIGMSIGM Biosciences$0$445,863 ▼-100.0%00.0%MedicalERASErasca$0$392,232 ▼-100.0%00.0%MedicalRCUSArcus Biosciences$0$360,951 ▼-100.0%00.0%MedicalETNB89bio$0$356,445 ▼-100.0%00.0%MedicalZYMEZymeworks$0$329,337 ▼-100.0%00.0%MedicalARCTArcturus Therapeutics$0$318,985 ▼-100.0%00.0%MedicalALLOAllogene Therapeutics$0$299,172 ▼-100.0%00.0%MedicalCHRSCoherus BioSciences$0$290,813 ▼-100.0%00.0%MedicalRLAYRelay Therapeutics$0$276,448 ▼-100.0%00.0%MedicalREPLReplimune Group$0$274,500 ▼-100.0%00.0%MedicalQUREuniQure$0$217,280 ▼-100.0%00.0%MedicalMCRBSeres Therapeutics$0$211,567 ▼-100.0%00.0%MedicalCMPXCompass Therapeutics$0$199,000 ▼-100.0%00.0%MedicalSAGESage Therapeutics$0$190,050 ▼-100.0%00.0%MedicalGETRGetaround$0$188,741 ▼-100.0%00.0%Business ServicesMGNXMacroGenics$0$186,150 ▼-100.0%00.0%MedicalALLKAllakos$0$186,100 ▼-100.0%00.0%MedicalALVRAlloVir$0$156,016 ▼-100.0%00.0%MedicalZNTLZentalis Pharmaceuticals$0$132,516 ▼-100.0%00.0%MedicalBTAIBioXcel Therapeutics$0$107,392 ▼-100.0%00.0%MedicalBLUEbluebird bio$0$86,019 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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