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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 21 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AMGN CALL AMGEN INC Healthcare 25.0 $27K 0.01% NEW $1091.20 -60.3%
402 YELP YELP INC Communication Services 1,111.0 $27K 0.01% NEW $24.52 -3.8%
403 GTX GARRETT MOTION INC Consumer Cyclical 751.0 $27K 0.01% NEW $36.23 -27.1%
404 HIMS HIMS & HERS HEALTH INC Healthcare 774.0 $27K 0.01% NEW $34.67 -8.1%
405 ADMA CALL ADMA BIOLOGICS INC Healthcare 510.0 $27K 0.01% NEW $52.55 -81.4%
406 CRM SALESFORCE INC Technology 171.0 $27K 0.01% NEW $156.66 +31.1%
407 ATAIBECKLEY INC 5,071.0 $27K 0.01% NEW $5.27
408 CMI CUMMINS INC Industrials 37.0 $26K 0.01% NEW $713.22 -16.8%
409 MOOG INC 62.0 $26K 0.01% NEW $423.84
410 LTRX LANTRONIX INC Technology 4,458.0 $26K 0.01% NEW $5.88 +3.2%
411 LWAY LIFEWAY FOODS INC Consumer Defensive 878.0 $26K 0.01% NEW $29.84 -13.2%
412 JATT II ACQUISITION CORP 2,300.0 $26K 0.01% NEW $11.36
413 BARNES & NOBLE ED INC 2,048.0 $26K 0.01% NEW $12.56
414 VNET VNET GROUP INC Technology 3,189.0 $26K 0.01% NEW $8.04 -17.3%
415 OSG OCTAVE SPECIALTY GROUP INC Financial Services 4,036.0 $25K 0.01% NEW $6.24 -27.7%
416 PATK PATRICK INDS INC Consumer Cyclical 276.0 $25K 0.01% NEW $89.78 -4.8%
417 BPOP POPULAR INC Financial Services 150.0 $25K 0.01% NEW $164.18 +2.5%
418 GILD GILEAD SCIENCES INC Healthcare 194.0 $25K 0.01% NEW $126.34 +13.5%
419 RMNI RIMINI STR INC DEL Technology 5,596.0 $24K 0.01% NEW $4.26 +19.7%
420 BUR BURFORD CAPITAL LIMITED Financial Services 5,754.0 $24K 0.01% NEW $4.10 +3.9%
Page 21 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%