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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 23 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EXEL EXELIXIS INC Healthcare 380.0 $21K 0.01% NEW $54.41 -1.3%
442 MMI MARCUS & MILLICHAP INC Real Estate 642.0 $20K 0.01% NEW $31.17 +5.1%
443 LPTH LIGHTPATH TECHNOLOGIES INC Technology 1,207.0 $20K 0.01% NEW $16.35 -20.4%
444 TGTX CALL TG THERAPEUTICS INC Healthcare 193.0 $19K 0.01% NEW $100.00 -49.4%
445 DY DYCOM INDS INC Industrials 38.0 $19K 0.01% NEW $505.58 -20.8%
446 CAT CATERPILLAR INC Industrials 18.0 $19K 0.01% NEW $1064.89 -23.4%
447 ONB OLD NATL BANCORP IND Financial Services 739.0 $19K 0.01% NEW $25.90 -0.3%
448 VSNT VERSANT MEDIA GROUP INC Industrials 531.0 $19K 0.01% NEW $36.01 +7.3%
449 INV INNVENTURE INC Financial Services 3,730.0 $19K 0.01% NEW $5.07 -70.4%
450 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 2,613.0 $18K 0.01% NEW $7.04 -7.4%
451 MTZ MASTEC INC Industrials 44.0 $18K 0.01% NEW $416.07 -34.7%
452 KRYS KRYSTAL BIOTECH INC Healthcare 49.0 $18K 0.01% NEW $371.67 -9.3%
453 SEPN PUT SEPTERNA INC Healthcare 152.0 $18K 0.01% NEW $119.78 -65.9%
454 ACHIEVE LIFE SCIENCE INC 2,780.0 $18K 0.01% NEW $6.53
455 ACAD ACADIA PHARMACEUTICALS INC Healthcare 715.0 $18K 0.01% NEW $25.30 +14.8%
456 KRG KITE REALTY GROUP TRUST Real Estate 634.0 $18K 0.01% NEW $28.38 -7.4%
457 ELTX PUT ELICIO THERAPEUTICS INC Healthcare 255.0 $18K 0.01% NEW $70.00 -95.6%
458 HSTM HEALTHSTREAM INC Healthcare 648.0 $18K 0.01% NEW $27.25 +4.9%
459 FCRS FUTURECREST ACQUISITION CORP Financial Services 1,652.0 $17K 0.01% NEW $10.45 -2.2%
460 ADURO CLEAN TECHNOLOGIES INC 1,087.0 $17K 0.01% NEW $15.76
Page 23 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%