Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PERENNIAL ADVISORS LLC 04-10-2024 03-31-2024 111 429,952,766
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CHARGEPOINT HOLDINGS INC COM CL A 201 $45,353 23,870 0.00 0.00 3,275 15.90 03-31-2024
AMBEV SA SPONSORED ADR 202 $24,800 10,000 0.00 0.00 0 0.00 03-31-2024
AEVA TECHNOLOGIES INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
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