Performa Ltd (US), LLC

CIK
0001650303
City
CHARLESTON
State / Country
SC

Top Portfolio Positions

31 positions · $66,200,222 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
96,375 $65,720,040 99.27%
OTLY
Oatly Group AB
Consumer Defensive
10,100 $107,969 0.16%
BIRD
Allbirds, Inc.
Consumer Cyclical
18,350 $75,235 0.11%
XRAY
DENTSPLY SIRONA Inc.
Healthcare
4,250 $48,577 0.07%
SSTK
Shutterstock, Inc.
Communication Services
1,838 $35,105 0.05%
JELD
JELD-WEN Holding, Inc.
Industrials
12,950 $31,857 0.05%
ASAN
Asana, Inc.
Technology
1,425 $19,536 0.03%
CLOV
Clover Health Investments, Corp. /De
Healthcare
8,000 $18,800 0.03%
PSFE
Paysafe Ltd
Technology
1,743 $14,100 0.02%
FMC
Fmc Corp
Basic Materials
1,000 $13,870 0.02%

Portfolio Trend

24 quarters · across all stocks

Holdings in OTLY

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2025-12-31 $107,969 10,100
2025-09-30 $140,130 8,650