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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 10 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,870.0 $84K 0.03% NEW $45.11 +17.2%
182 NPO ENPRO INC Industrials 222.0 $84K 0.03% NEW $376.93 -17.0%
183 LIBERTY CAP CORP 3,881.0 $84K 0.03% NEW $21.56
184 STC STEWART INFORMATION SVCS COR Financial Services 1,267.0 $84K 0.03% NEW $66.02 +4.5%
185 WOLF WOLFSPEED INC Technology 1,730.0 $83K 0.03% NEW $48.25 -45.4%
186 CALY CALL CALLAWAY GOLF CO Consumer Cyclical 4,363.0 $82K 0.02% NEW $18.79 -16.0%
187 LIBERTY CAP CORP 3,739.0 $82K 0.02% NEW $21.90
188 LOPE GRAND CANYON ED INC Consumer Defensive 571.0 $82K 0.02% NEW $143.11 +2.2%
189 GOLD GOLD COM INC Financial Services 1,963.0 $82K 0.02% NEW $41.61 +9.7%
190 ENLV ENLIVEX LTD Healthcare 147,879.0 $81K 0.02% NEW $0.55 +172.8%
191 SMMT PUT SUMMIT THERAPEUTICS INC Healthcare 510.0 $81K 0.02% NEW $158.92 -92.2%
192 MEC MAYVILLE ENGR CO INC Industrials 2,147.0 $80K 0.02% NEW $37.46 -39.5%
193 SGMT SAGIMET BIOSCIENCES INC Healthcare 10,369.0 $80K 0.02% NEW $7.73 +31.7%
194 DECK DECKERS OUTDOOR CORP Consumer Cyclical 794.0 $79K 0.02% NEW $99.29 -10.5%
195 GNRC GENERAC HLDGS INC Industrials 268.0 $78K 0.02% NEW $292.81 -29.4%
196 UFO PROCURE ETF TRUST II 1,536.0 $78K 0.02% NEW $50.67 -9.8%
197 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 807.0 $77K 0.02% NEW $95.98 +36.0%
198 CNC CENTENE CORP DEL Healthcare 1,192.0 $77K 0.02% NEW $64.19 -0.1%
199 BCPC BALCHEM CORP Basic Materials 452.0 $76K 0.02% NEW $168.95 +6.3%
200 ANIP ANI PHARMACEUTICALS INC Healthcare 920.0 $76K 0.02% NEW $82.78 -6.6%
Page 10 of 32  ·  630 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%