PIER 88 INVESTMENT PARTNERS LLC

CIK

1697366

Location

SAN FRANCISCO, CA

Portfolio Value

Small $452,877,757

Diversification

Highly concentrated

Filing Date

Global Rank

#2,748 / 8,603 ▲ 3408 · as of Mar 2026

Top Industry

Electrical Equipment & Parts 44.0%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.2%

SPY

+76.0%

Annualised alpha

-3.5%

Max drawdown

−30.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.9%

+37.9 pts

Top 5

88.6%

+62.5 pts

Top 10

91.0%

+50.0 pts

HHI

3,690

Highly concentrated+3,443

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	47.7%	$215,977,965	17
Healthcare	45.5%	$206,202,567	22
Technology	3.8%	$17,130,204	29
Real Estate	1.2%	$5,561,873	2
Energy	0.9%	$4,113,746	2
Consumer Cyclical	0.4%	$1,973,741	5
Basic Materials	0.4%	$1,663,639	2
Financial Services	0.1%	$254,022	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GH	Guardant Health, Inc.	+2,050,380	2,057,200	$190,023,564
BE	Bloom Energy Corp	+1,458,171	1,466,300	$198,668,987
LFMD	LifeMD, Inc.	+42,240	117,000	$422,370
FPI	Farmland Partners Inc.	+36,350	83,300	$935,459
S	SentinelOne, Inc.	+22,060	38,900	$501,032
USAR	USA Rare Earth, Inc.	+19,100	53,800	$814,263
ABCL	AbCellera Biologics Inc.	+14,370	120,100	$419,149
GTLB	Gitlab Inc.	+8,430	12,200	$264,008
DOV	DOVER Corp	+8,325	11,400	$2,376,330
RCKT	Rocket Pharmaceuticals, Inc.	+6,320	54,200	$194,036
DKNG	DraftKings Inc.	+5,550	19,400	$419,428
TEM	Tempus AI, Inc.	+5,380	13,700	$619,514
RDVT	Red Violet, Inc.	+3,030	15,400	$532,840
MDT	Medtronic plc	+2,800	33,200	$2,876,780
PRGS	Progress Software Corp /Ma	+2,710	19,600	$502,740
WELL	Welltower Inc.	+2,400	23,400	$4,626,414
MP	MP Materials Corp. / DE	+2,370	17,600	$849,376
ALAB	Astera Labs, Inc.	+1,840	5,100	$558,960
NTNX	Nutanix, Inc.	+1,490	7,000	$266,070
WTTR	Select Water Solutions, Inc.	+1,070	100,100	$1,531,530
ANET	Arista Networks, Inc.	+710	8,400	$1,031,352
STX	Seagate Technology Holdings plc	+640	3,300	$1,292,808
ITT	Itt Inc.	+540	26,500	$5,049,045
PODD	Insulet Corp	+400	1,300	$272,792
ABSI	Absci Corp	+300	206,100	$618,300
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FRSH	Freshworks Inc.	−48,720	37,600	$301,928
CFG	Citizens Financial Group Inc/Ri	−45,100	2,000	$119,940
ATI	Ati Inc	−22,912	18,000	$2,618,280
MOG-A	Moog Inc.	−16,835	4,200	$1,229,088
EVEX	Eve Holding, Inc.	−15,080	103,000	$255,440
RXRX	Recursion Pharmaceuticals, Inc.	−13,440	83,700	$256,959
LSCC	Lattice Semiconductor Corp	−12,542	12,900	$1,196,604
RKLB	Rocket Lab Corp	−11,480	12,400	$796,328
CERT	Certara, Inc.	−10,020	91,000	$518,700
KVYO	Klaviyo, Inc.	−9,020	14,700	$286,062
TOST	Toast, Inc.	−6,730	9,700	$257,147
ON	On Semiconductor Corp	−6,010	18,500	$1,145,520
ACHR	Archer Aviation Inc.	−5,950	46,600	$240,922
OKTA	Okta, Inc.	−5,920	7,500	$590,325
COHR	Coherent Corp.	−5,391	3,900	$929,019
SDGR	Schrodinger, Inc.	−4,770	46,100	$523,696
FOUR	Shift4 Payments, Inc.	−3,910	6,100	$266,753
DNLI	Denali Therapeutics Inc.	−3,400	64,800	$1,244,160
NET	Cloudflare, Inc.	−3,397	2,200	$453,948
JOBY	Joby Aviation, Inc.	−3,330	30,800	$254,408
NOW	ServiceNow, Inc.	−3,300	3,900	$407,745
DDOG	Datadog, Inc.	−2,940	4,300	$507,615
SAIL	SailPoint, Inc.	−2,400	24,400	$323,056
CHWY	Chewy, Inc.	−2,170	15,200	$410,400
MNDY	monday.com Ltd.	−2,160	3,100	$214,241
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
LNG	Cheniere Energy, Inc.	9,100	$2,582,216
NXT	Nextpower Inc.	5,000	$602,750
BBIO	BridgeBio Pharma, Inc.	7,700	$571,802
STRL	Sterling Infrastructure, Inc.	1,300	$529,451
KTOS	Kratos Defense & Security Solutions, Inc.	7,000	$493,570
PL	Planet Labs PBC	15,800	$441,610
AEIS	Advanced Energy Industries Inc	1,300	$419,523
CIEN	Ciena Corp	1,000	$388,230
ENSG	Ensign Group, Inc	1,900	$382,850
BW	Babcock & Wilcox Enterprises, Inc.	20,700	$304,083
GBTG	Global Business Travel Group, Inc.	25,900	$144,522
MVBF	Mvb Financial Corp	5,400	$134,082
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
CCL	Carnival Corp Ltd.	138,600	$4,232,844
TDG	TransDigm Group INC	2,400	$3,191,640
GOOGL	Alphabet Inc.	6,500	$2,034,500
SLAB	Silicon Laboratories Inc.	9,591	$1,253,543
AVAV	AeroVironment Inc	3,210	$776,466
TYL	Tyler Technologies Inc	1,430	$649,148
ZS	Zscaler, Inc.	2,080	$467,833
MELI	Mercadolibre Inc	220	$443,137
COIN	Coinbase Global, Inc.	1,780	$402,529
TSLA	Tesla, Inc.	300	$134,916
JLL	Jones Lang Lasalle Inc	400	$134,588
HUBS	Hubspot Inc	160	$64,208
IOVA	Iovance Biotherapeutics, Inc.	10	$27
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $452,877,757 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BE	Bloom Energy Corp Industrials	Added	1,466,300	+1,458,171	$198,668,987	+28027.0%	43.87%
GH	Guardant Health, Inc. Healthcare	Added	2,057,200	+2,050,380	$190,023,564	+27179.0%	41.96%
ITT	Itt Inc. Industrials	Added	26,500	+540	$5,049,045	+12.1%	1.11%
WELL	Welltower Inc. Real Estate	Added	23,400	+2,400	$4,626,414	+18.7%	1.02%
MDT	Medtronic plc Healthcare	Added	33,200	+2,800	$2,876,780	−1.5%	0.64%
ATI	Ati Inc Industrials	Reduced	18,000	-22,912	$2,618,280	−44.2%	0.58%
LNG	Cheniere Energy, Inc. Energy	NEW	9,100	NEW	$2,582,216	NEW	0.57%
DOV	DOVER Corp Industrials	Added	11,400	+8,325	$2,376,330	+295.8%	0.52%
LGND	Ligand Pharmaceuticals Inc Healthcare	Reduced	8,000	-520	$1,597,200	−0.8%	0.35%
WTTR	Select Water Solutions, Inc. Energy	Added	100,100	+1,070	$1,531,530	+47.0%	0.34%
MPWR	Monolithic Power Systems Inc Technology	Reduced	1,200	-150	$1,312,020	+7.2%	0.29%
NTRA	Natera, Inc. Healthcare	Reduced	6,500	-684	$1,299,935	−21.0%	0.29%
STX	Seagate Technology Holdings plc Technology	Added	3,300	+640	$1,292,808	+76.5%	0.29%
DNLI	Denali Therapeutics Inc. Healthcare	Reduced	64,800	-3,400	$1,244,160	+10.5%	0.27%
MOG-A	Moog Inc. Industrials	Reduced	4,200	-16,835	$1,229,088	−76.0%	0.27%
HALO	Halozyme Therapeutics, Inc. Healthcare	Reduced	19,000	-280	$1,227,970	−5.4%	0.27%
LSCC	Lattice Semiconductor Corp Technology	Reduced	12,900	-12,542	$1,196,604	−36.1%	0.26%
ON	On Semiconductor Corp Technology	Reduced	18,500	-6,010	$1,145,520	−13.7%	0.25%
WDC	Western Digital Corp Technology	Reduced	4,000	-820	$1,081,960	+30.3%	0.24%
ANET	Arista Networks, Inc. Technology	Added	8,400	+710	$1,031,352	+2.4%	0.23%
SYNA	SYNAPTICS Inc Technology	Reduced	14,200	-1,690	$994,568	−15.4%	0.22%
ATRO	Astronics Corp Industrials	Added	17,600	+270	$937,309	+24.9%	0.21%
FPI	Farmland Partners Inc. Real Estate	Added	83,300	+36,350	$935,459	+105.6%	0.21%
COHR	Coherent Corp. Technology	Reduced	3,900	-5,391	$929,019	−45.8%	0.21%
NBIX	Neurocrine Biosciences Inc Healthcare	Reduced	7,000	-560	$922,180	−14.0%	0.20%
IESC	IES Holdings, Inc. Industrials	Reduced	1,900	-200	$905,293	+10.8%	0.20%
KRYS	Krystal Biotech, Inc. Healthcare	Reduced	3,500	-470	$904,120	−7.6%	0.20%
MP	MP Materials Corp. / DE Basic Materials	Added	17,600	+2,370	$849,376	+10.4%	0.19%
USAR	USA Rare Earth, Inc. Basic Materials	Added	53,800	+19,100	$814,263	+97.2%	0.18%
RKLB	Rocket Lab Corp Industrials	Reduced	12,400	-11,480	$796,328	−52.2%	0.18%
ETSY	Etsy Inc Consumer Cyclical	Reduced	13,037	-1,260	$651,589	−17.8%	0.14%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	Added	1,200	+120	$628,164	−0.1%	0.14%
TEM	Tempus AI, Inc. Healthcare	Added	13,700	+5,380	$619,514	+26.1%	0.14%
ABSI	Absci Corp Healthcare	Added	206,100	+300	$618,300	−13.9%	0.14%
NXT	Nextpower Inc. Technology	NEW	5,000	NEW	$602,750	NEW	0.13%
OKTA	Okta, Inc. Technology	Reduced	7,500	-5,920	$590,325	−49.1%	0.13%
BBIO	BridgeBio Pharma, Inc. Healthcare	NEW	7,700	NEW	$571,802	NEW	0.13%
ALAB	Astera Labs, Inc. Technology	Added	5,100	+1,840	$558,960	+3.1%	0.12%
RDVT	Red Violet, Inc. Technology	Added	15,400	+3,030	$532,840	−24.4%	0.12%
STRL	Sterling Infrastructure, Inc. Industrials	NEW	1,300	NEW	$529,451	NEW	0.12%
SDGR	Schrodinger, Inc. Healthcare	Reduced	46,100	-4,770	$523,696	−42.4%	0.12%
INSM	INSMED Inc Healthcare	Reduced	3,200	-50	$523,264	−7.5%	0.12%
CERT	Certara, Inc. Healthcare	Reduced	91,000	-10,020	$518,700	−41.7%	0.11%
DDOG	Datadog, Inc. Technology	Reduced	4,300	-2,940	$507,615	−48.4%	0.11%
PRGS	Progress Software Corp /Ma Technology	Added	19,600	+2,710	$502,740	−30.7%	0.11%
S	SentinelOne, Inc. Technology	Added	38,900	+22,060	$501,032	+98.3%	0.11%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	NEW	7,000	NEW	$493,570	NEW	0.11%
DCI	DONALDSON Co INC Industrials	Held	5,400	0	$458,298	−4.3%	0.10%
NET	Cloudflare, Inc. Technology	Reduced	2,200	-3,397	$453,948	−58.9%	0.10%
EEFT	Euronet Worldwide, Inc. Technology	Reduced	6,700	-676	$444,679	−20.8%	0.10%