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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 32 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CHDN CHURCHILL DOWNS INC Consumer Cyclical NEW
622 DKNG DRAFTKINGS INC NEW Consumer Cyclical NEW
623 DTI DRILLING TOOLS INTL CORP Energy NEW
624 FINV FINVOLUTION GROUP Financial Services NEW
625 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials NEW
626 RYTM RHYTHM PHARMACEUTICALS INC Healthcare NEW
627 TER CALL TERADYNE INC Technology NEW
628 YB YUANBAO INC Financial Services NEW
629 GREENLAND ENERGY CO NEW
630 AUNA S A NEW
Page 32 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%