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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 14 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EGY VAALCO ENERGY INC Energy 12,030.0 $61K 0.02% NEW $5.08 +18.6%
262 URNM SPROTT FDS TR 1,161.0 $61K 0.02% NEW $52.59 +2.8%
263 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 1,957.0 $61K 0.02% NEW $31.02 -11.7%
264 SXI STANDEX INTL CORP Industrials 169.0 $60K 0.02% NEW $357.67 -13.4%
265 ADI ANALOG DEVICES INC Technology 152.0 $60K 0.02% NEW $397.17 -6.8%
266 MSFT MICROSOFT CORP Technology 161.0 $60K 0.02% NEW $373.02 +29.0%
267 HL HECLA MINING COMPANY Basic Materials 3,880.0 $60K 0.02% NEW $15.43 +35.0%
268 RDDT REDDIT INC Communication Services 341.0 $59K 0.02% NEW $173.58 -13.4%
269 MAMA MAMAS CREATIONS INC Consumer Defensive 3,281.0 $59K 0.02% NEW $17.85 -10.4%
270 MRDN MERIDIAN HOLDINGS INC Technology 4,201.0 $58K 0.02% NEW $13.92 +0.5%
271 FN FABRINET Technology 104.0 $58K 0.02% NEW $562.08 -20.8%
272 TATT TAT TECHNOLOGIES LTD Industrials 1,201.0 $58K 0.02% NEW $48.23 -24.9%
273 NTGR NETGEAR INC Technology 2,474.0 $58K 0.02% NEW $23.35 -9.6%
274 NDAQ NASDAQ INC Financial Services 731.0 $58K 0.02% NEW $78.82 +23.8%
275 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 2,040.0 $58K 0.02% NEW $28.24 -7.6%
276 SMITHFIELD FOODS INC 2,372.0 $58K 0.02% NEW $24.26
277 SITM SITIME CORP Technology 77.0 $57K 0.02% NEW $745.56 -19.7%
278 SLQT SELECTQUOTE INC Financial Services 67,429.0 $57K 0.02% NEW $0.84 +0.3%
279 BLBD BLUE BIRD CORP Consumer Cyclical 717.0 $57K 0.02% NEW $78.96 -22.3%
280 NBR NABORS INDUSTRIES LTD Energy 672.0 $56K 0.02% NEW $84.01 +9.2%
Page 14 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%