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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $223M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 223 New 67 Added 60 Reduced 103 Exited
Page 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CALL AQUESTIVE THERAPEUTICS INC 566.0 $65K 0.03% NEW $114.77
182 PUT AQUESTIVE THERAPEUTICS INC 906.0 $59K 0.03% NEW $65.61
183 TARA PROTARA THERAPEUTICS INC Healthcare 10,733.0 $57K 0.03% NEW $5.33 -4.7%
184 CALL VANDA PHARMACEUTICALS INC 530.0 $57K 0.03% NEW $107.50
185 AARD AARDVARK THERAPEUTICS INC Healthcare 4,231.0 $56K 0.03% NEW $13.13 -62.0%
186 PUT CAPRICOR THERAPEUTICS INC 533.0 $55K 0.03% NEW $104.03
187 CORBUS PHARMACEUTICALS HLDGS 6,587.0 $54K 0.02% NEW $8.14
188 PUT VIKING THERAPEUTICS INC 851.0 $53K 0.02% NEW $61.73
189 PLRX PLIANT THERAPEUTICS INC Healthcare 38,831.0 $47K 0.02% NEW $1.22 -5.7%
190 CDXS CODEXIS INC Healthcare 27,813.0 $45K 0.02% NEW $1.63 +52.8%
191 CALL REGENERON PHARMACEUTICALS 13.0 $44K 0.02% NEW $3380.23
192 TALPHERA INC 36,630.0 $42K 0.02% NEW $1.14
193 CMPS COMPASS PATHWAYS PLC Healthcare 5,483.0 $38K 0.02% NEW $6.90 +56.3%
194 PUT SPDR SERIES TRUST 669.0 $36K 0.02% NEW $54.18
195 CALL EVOLUS INC 318.0 $33K 0.01% NEW $102.50
196 XBIT XBIOTECH INC Healthcare 13,565.0 $32K 0.01% NEW $2.39 +2.5%
197 INHIBRX BIOSCIENCES INC 346.0 $27K 0.01% NEW $79.00
198 CALL JANUX THERAPEUTICS INC 80.0 $26K 0.01% NEW $324.96
199 PUT TG THERAPEUTICS INC 265.0 $24K 0.01% NEW $91.32
200 CALL VIR BIOTECHNOLOGY INC 238.0 $21K 0.01% NEW $87.99
Page 10 of 12  ·  223 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
Healthcare 56.7%
Technology 14.5%
Financial Services 14.2%
Consumer Cyclical 3.6%
Communication Services 3.5%
Energy 3.5%
Basic Materials 3.0%
Consumer Defensive 0.6%
Industrials 0.4%