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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 13 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SNDK CALL SANDISK CORP Technology 3.0 $66K 0.02% NEW $21887.67 -92.8%
242 BKD BROOKDALE SR LIVING INC Healthcare 4,079.0 $66K 0.02% NEW $16.09 -25.2%
243 SCHW SCHWAB CHARLES CORP Financial Services 711.0 $66K 0.02% NEW $92.27 +19.4%
244 ESNT ESSENT GROUP LTD Financial Services 1,020.0 $66K 0.02% NEW $64.28 +7.2%
245 INTC CALL INTEL CORP Technology 38.0 $65K 0.02% NEW $1717.61 -94.6%
246 WWD WOODWARD INC Industrials 153.0 $65K 0.02% NEW $425.44 -19.8%
247 STE STERIS PLC Healthcare 307.0 $65K 0.02% NEW $210.57 +12.1%
248 EQIX EQUINIX INC Real Estate 62.0 $65K 0.02% NEW $1042.39 +4.1%
249 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 1,578.0 $64K 0.02% NEW $40.84 +9.2%
250 ES EVERSOURCE ENERGY Utilities 889.0 $64K 0.02% NEW $72.27 +0.1%
251 GRMN GARMIN LTD Technology 269.0 $64K 0.02% NEW $237.54 +23.8%
252 HEICO CORP NEW 245.0 $63K 0.02% NEW $257.91
253 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 245.0 $63K 0.02% NEW $257.91 -82.7%
254 MIDD MIDDLEBY CORP Industrials 367.0 $63K 0.02% NEW $172.01 -34.8%
255 UNCY CALL UNICYCIVE THERAPEUTICS INC Healthcare 2,023.0 $63K 0.02% NEW $31.09 -82.5%
256 CW CURTISS WRIGHT CORP Industrials 83.0 $63K 0.02% NEW $757.76 -14.6%
257 AWR AMER STATES WTR CO Utilities 757.0 $63K 0.02% NEW $82.63 +8.6%
258 ITT ITT INC Industrials 316.0 $62K 0.02% NEW $197.76 +5.5%
259 MSCI MSCI INC Financial Services 111.0 $62K 0.02% NEW $560.04 +1.3%
260 GENI GENIUS SPORTS LIMITED Communication Services 10,203.0 $62K 0.02% NEW $6.06 +29.8%
Page 13 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%