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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $335M AUM 961 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 630 New 72 Added 91 Reduced 134 Exited
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVBP ARRIVENT BIOPHARMA INC Healthcare 15,734.0 $547K 0.16% +8K +94.1% $34.74 -14.5%
42 NKTR NEKTAR THERAPEUTICS Healthcare 7,481.0 $522K 0.16% +2K +28.5% $69.81 +4.3%
43 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 47,663.0 $517K 0.15% +21K +78.1% $10.85 -12.9%
44 MIRM MIRUM PHARMACEUTICALS INC Healthcare 4,404.0 $516K 0.15% +824.0 +23.0% $117.07 -13.9%
45 ELVN ENLIVEN THERAPEUTICS INC Healthcare 9,433.0 $479K 0.14% +3K +42.8% $50.75 +17.7%
46 AVALO THERAPEUTICS INC 24,544.0 $454K 0.14% +17K +210.0% $18.48
47 ALMS CALL ALUMIS INC Healthcare 508.0 $444K 0.13% +255.0 +100.8% $873.36 -97.2%
48 PRQR PROQR THRAPEUTICS N V Healthcare 236,454.0 $440K 0.13% +190K +413.3% $1.86 +7.3%
49 LNTH LANTHEUS HLDGS INC Healthcare 3,903.0 $433K 0.13% +1K +47.7% $110.94 -9.3%
50 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 90,165.0 $423K 0.13% +63K +236.1% $4.69 +20.6%
51 SPRB SPRUCE BIOSCIENCES INC Healthcare 7,677.0 $415K 0.12% +5K +203.7% $54.00 -1.8%
52 REPL CALL REPLIMUNE GROUP INC Healthcare 1,774.0 $397K 0.12% +1K +241.2% $223.77 -93.1%
53 QURE UNIQURE NV Healthcare 8,545.0 $394K 0.12% +658.0 +8.3% $46.06 +3.1%
54 FORTE BIOSCIENCES INC 18,263.0 $388K 0.12% +12K +170.8% $21.25
55 CENCORA INC 1,260.0 $357K 0.11% +44.0 +3.6% $282.98
56 RPRX ROYALTY PHARMA PLC Healthcare 5,797.0 $325K 0.10% +619.0 +11.9% $56.07 +6.6%
57 SLB SLB LIMITED Energy 6,000.0 $278K 0.08% +4K +200.0% $46.38 +15.1%
58 CRVS CALL CORVUS PHARMACEUTICALS INC Healthcare 340.0 $274K 0.08% +70.0 +25.9% $807.01 -98.2%
59 DBV TECHNOLOGIES S A 15,630.0 $256K 0.08% +4K +37.2% $16.40
60 HUYA HUYA INC Communication Services 110,327.0 $254K 0.08% +88K +395.3% $2.30 -0.7%
Page 3 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.9%
Healthcare 32.3%
Financial Services 7.5%
Consumer Cyclical 5.7%
Energy 3.1%
Basic Materials 2.8%
Industrials 2.6%
Communication Services 1.2%
Consumer Defensive 0.5%
Real Estate 0.2%