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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CALL INSMED INC 142.0 $20K 0.01% NEW $143.21
202 CALL BIOAGE LABS INC 61.0 $20K 0.01% NEW $333.03
203 MELI MERCADOLIBRE INC Consumer Cyclical 10.0 $20K 0.01% NEW $2014.30 -23.4%
204 EDESA BIOTECH INC 12,319.0 $17K 0.01% NEW $1.42
205 PUT LYELL IMMUNOPHARMA INC 10.0 $16K 0.01% NEW $1629.50
206 CALL CENTESSA PHARMACEUTICALS PLC 57.0 $15K 0.01% NEW $271.54
207 CALL BLACK DIAMOND THERAPEUTICS I 512.0 $13K 0.01% NEW $25.67
208 CALL ROCKET COS INC 90.0 $8K 0.00% NEW $90.71
209 CALL INOVIO PHARMACEUTICALS INC 267.0 $7K 0.00% NEW $28.08
210 PUT INVESCO QQQ TR 81.0 $7K 0.00% NEW $84.96
211 CALL SOFI TECHNOLOGIES INC 94.0 $6K 0.00% NEW $64.50
212 CALL ABRDN PALLADIUM ETF TRUST 12.0 $5K 0.00% NEW $435.00
213 CALL TWILIO INC 15.0 $5K 0.00% NEW $339.47
214 CALL ALPHABET INC 4.0 $3K 0.00% NEW $819.50
215 CALL JOHNSON & JOHNSON 133.0 $3K 0.00% NEW $21.50
216 CALL LEGEND BIOTECH CORP 184.0 $3K 0.00% NEW $15.00
217 CALL ISHARES SILVER TR 35.0 $2K 0.00% NEW $60.51
218 CALL INTUITIVE SURGICAL INC 4.0 $401.0 NEW $100.25
219 CALL REVIVA PHARMACEUTCLS HLDGS I 1,138.0 $228.0 NEW $0.20
220 CALL KRATOS DEFENSE & SEC SOLUTIO 10.0 $225.0 NEW $22.50
Page 11 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%