PB INVESTMENT PARTNERS, L.P.

BURLINGAME, CA · CIK 1910391 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBurlingame, CA

$150.2m reported value +18.2% vs Q1 2026

9positions

100.0%in top 10

0 new 3 added 1 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HILTON GRAND VACATIONS INC COM HGV	HGV	716,901	$37.5m24.99%	24.99%	Unchanged
2	CAPITAL ONE FINL CORP COM COF	COF	135,158	$27.1m18.05%	18.05%	Added +1.9k	+1,857 1.4%
3	APOLLO GLOBAL MGMT INC COM APO	APO	189,091	$22.4m14.89%	14.89%	Unchanged
4	BLACKROCK INC COM BLK	BLK	18,882	$18.2m12.09%	12.09%	Unchanged
5	ONEMAIN HLDGS INC COM OMF	OMF	200,052	$12.2m8.12%	8.12%	Unchanged
6	NICE LTD SPONSORED ADR NICE	NICE	124,232	$11.3m7.51%	7.51%	Added +80.6k	+80,631 184.9%
7	NAVAN INC CL A NAVN	NAVN	376,860	$8.6m5.74%	5.74%	Reduced -11.9k	-11,904 -3.1%
8	WEALTHFRONT CORP COM WLTH	WLTH	729,453	$6.5m4.34%	4.34%	Added +283.8k	+283,752 63.7%
9	BANK AMERICA CORP COM BAC	BAC	112,745	$6.4m4.28%	4.28%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GLOBAL BUSINESS TRAVEL GROUP		930,961	$5.2m931.0k shares