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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 18 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IMMR IMMERSION CORP Technology 6,043.0 $41K 0.01% NEW $6.77 +14.0%
342 AMPL AMPLITUDE INC Technology 5,311.0 $41K 0.01% NEW $7.65 +69.0%
343 GLPI GAMING & LEISURE P Real Estate 909.0 $40K 0.01% NEW $44.53 -1.8%
344 STRL STERLING INFRASTRUCTURE INC Industrials 48.0 $40K 0.01% NEW $839.35 -38.0%
345 KLRA KAILERA THERAPEUTICS INC Healthcare 1,765.0 $39K 0.01% NEW $22.03 -20.7%
346 ANAB ANAPTYSBIO INC Healthcare 575.0 $39K 0.01% NEW $67.50 -16.0%
347 SATS ECHOSTAR CORP Technology 380.0 $39K 0.01% NEW $101.50 -8.9%
348 LAKE LAKELAND INDS INC Consumer Cyclical 3,601.0 $38K 0.01% NEW $10.69 +5.2%
349 FLEX FLEX LTD Technology 237.0 $38K 0.01% NEW $162.07 -31.9%
350 MU CALL MICRON TECHNOLOGY INC Technology 3.0 $38K 0.01% NEW $12706.33 -92.3%
351 VIAV VIAVI SOLUTIONS INC Technology 786.0 $38K 0.01% NEW $47.75 -19.2%
352 RALLIANT CORP 507.0 $37K 0.01% NEW $73.63
353 CRDO CALL CREDO TECHNOLOGY GROUP HOLDI Technology 7.0 $37K 0.01% NEW $5326.14 -95.7%
354 MAIR MADISON AIR SOLUTIONS CORP Industrials 940.0 $37K 0.01% NEW $39.00 -32.7%
355 MA MASTERCARD INCORPORATED Financial Services 71.0 $36K 0.01% NEW $513.61 +11.7%
356 GEV GE VERNOVA INC Utilities 31.0 $36K 0.01% NEW $1174.87 -17.8%
357 FFIV F5 INC Technology 87.0 $36K 0.01% NEW $415.97 -9.2%
358 EHC ENCOMPASS HEALTH CORP Healthcare 355.0 $36K 0.01% NEW $101.08 +19.6%
359 COPP SPROTT FDS TR 936.0 $36K 0.01% NEW $38.30 +12.4%
360 AHR AMERICAN HEALTHCARE REIT INC Real Estate 686.0 $36K 0.01% NEW $52.15 +6.9%
Page 18 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%