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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 15 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HELP CALL CYBIN INC Healthcare 255.0 $56K 0.02% NEW $220.60 -94.3%
282 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 3,912.0 $56K 0.02% NEW $14.29 +18.1%
283 CRAI CRA INTL INC Industrials 390.0 $55K 0.02% NEW $142.30 +22.5%
284 TMDX TRANSMEDICS GROUP INC Healthcare 829.0 $55K 0.02% NEW $66.42 +36.8%
285 GPN GLOBAL PMTS INC Industrials 757.0 $55K 0.02% NEW $72.56 +27.2%
286 CRS CARPENTER TECHNOLOGY CORP Industrials 89.0 $55K 0.02% NEW $616.84 -20.7%
287 CROX CROCS INC Consumer Cyclical 455.0 $55K 0.02% NEW $120.64 +2.0%
288 PGEN CALL PRECIGEN INC Healthcare 321.0 $55K 0.02% NEW $170.87 -95.6%
289 MNTN INC 5,923.0 $54K 0.02% NEW $9.20
290 AMD CALL ADVANCED MICRO DEVICES INC Technology 9.0 $54K 0.02% NEW $6050.67 -92.2%
291 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,843.0 $54K 0.02% NEW $29.54 -3.9%
292 NVT NVENT ELEC PLC Industrials 319.0 $54K 0.02% NEW $169.61 -9.0%
293 TEM TEMPUS AI INC Healthcare 933.0 $54K 0.02% NEW $57.93 +15.1%
294 ADBE ADOBE INC Technology 262.0 $54K 0.02% NEW $205.02 +32.8%
295 DCTH DELCATH SYS INC Healthcare 4,206.0 $53K 0.02% NEW $12.59 +33.0%
296 YSS YORK SPACE SYSTEMS INC Technology 2,141.0 $53K 0.02% NEW $24.62 -62.6%
297 CXW CORECIVIC INC Real Estate 1,724.0 $52K 0.02% NEW $30.38 +10.3%
298 CVCO CAVCO INDS INC DEL Consumer Cyclical 85.0 $52K 0.02% NEW $614.38 -5.8%
299 TRNS TRANSCAT INC Industrials 560.0 $52K 0.02% NEW $92.77 -1.4%
300 ROOT INC 924.0 $52K 0.01% NEW $55.92
Page 15 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%