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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 16 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ZETA ZETA GLOBAL HOLDINGS CORP Technology 2,625.0 $52K 0.01% NEW $19.68 +41.5%
302 EME EMCOR GROUP INC Industrials 62.0 $51K 0.01% NEW $829.89 -5.1%
303 HIMS PUT HIMS & HERS HEALTH INC Healthcare 494.0 $51K 0.01% NEW $104.07 -69.4%
304 SSP SCRIPPS E W CO OHIO Communication Services 18,513.0 $51K 0.01% NEW $2.77 +18.8%
305 FF FUTUREFUEL CORP Basic Materials 11,301.0 $51K 0.01% NEW $4.52 +23.5%
306 VRT VERTIV HOLDINGS CO Industrials 152.0 $51K 0.01% NEW $334.82 -21.0%
307 HXL HEXCEL CORP NEW Industrials 505.0 $51K 0.01% NEW $100.06 -5.9%
308 HRTX HERON THERAPEUTICS INC Healthcare 117,090.0 $50K 0.01% NEW $0.43 -27.6%
309 AUR AURORA INNOVATION INC Technology 7,316.0 $50K 0.01% NEW $6.82 -10.3%
310 MTX MINERALS TECHNOLOGIES INC Basic Materials 673.0 $50K 0.01% NEW $73.97 -4.7%
311 UMAC UNUSUAL MACHS INC Financial Services 2,226.0 $50K 0.01% NEW $22.30 +16.5%
312 PYXS CALL PYXIS ONCOLOGY INC Healthcare 990.0 $49K 0.01% NEW $49.99 -93.8%
313 TTMI TTM TECHNOLOGIES INC Technology 263.0 $49K 0.01% NEW $187.02 -38.8%
314 RMBS RAMBUS INC DEL Technology 368.0 $49K 0.01% NEW $132.74 -30.6%
315 GALAXY DIGITAL INC. 1,786.0 $49K 0.01% NEW $27.34
316 TIPT TIPTREE INC Financial Services 2,717.0 $49K 0.01% NEW $17.92 +2.2%
317 PAL PROFICIENT AUTO LOGISTICS IN Industrials 7,140.0 $49K 0.01% NEW $6.81 -23.5%
318 CSTM CONSTELLIUM SE Basic Materials 1,504.0 $48K 0.01% NEW $31.87 -16.8%
319 EDIT CALL EDITAS MEDICINE INC Healthcare 1,023.0 $47K 0.01% NEW $46.24 -93.6%
320 AAOI APPLIED OPTOELECTRONICS INC Technology 318.0 $47K 0.01% NEW $148.16 -12.9%
Page 16 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%