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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 4 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HELP CYBIN INC Healthcare 50,979.0 $337K 0.10% NEW $6.61 +72.7%
62 A2Z CUST2MATE SOLUTIONS CORP 56,935.0 $331K 0.10% NEW $5.82
63 ITGR INTEGER HLDGS CORP Healthcare 3,528.0 $330K 0.10% NEW $93.45 +34.1%
64 NXT NEXTPOWER INC Technology 2,874.0 $321K 0.10% NEW $111.83 -15.5%
65 LIONSGATE STUDIOS CORP 20,146.0 $308K 0.09% NEW $15.31
66 EZPW EZCORP INC Financial Services 8,913.0 $308K 0.09% NEW $34.57 -15.2%
67 VIXY PROSHARES TR II Financial Services 14,443.0 $307K 0.09% NEW $21.29 -11.3%
68 OCEANAGOLD CORP 11,204.0 $280K 0.08% NEW $25.03
69 WYNN WYNN RESORTS LTD Consumer Cyclical 2,867.0 $278K 0.08% NEW $97.09 +6.7%
70 LEGN LEGEND BIOTECH CORP Healthcare 9,579.0 $277K 0.08% NEW $28.88 -28.5%
71 THC TENET HEALTHCARE CORP Healthcare 1,471.0 $275K 0.08% NEW $187.08 +43.9%
72 FIX COMFORT SYS USA INC Industrials 136.0 $270K 0.08% NEW $1981.95 -10.3%
73 CLRB CELLECTAR BIOSCIENCES INC Healthcare 92,983.0 $258K 0.08% NEW $2.78 -7.4%
74 GLUE CALL MONTE ROSA THERAPEUTICS INC Healthcare 434.0 $258K 0.08% NEW $594.62 -97.5%
75 BNTX BIONTECH SE Healthcare 2,755.0 $256K 0.08% NEW $93.05 -0.9%
76 CALUMET INC 7,037.0 $253K 0.08% NEW $36.02
77 IRTC IRHYTHM HOLDINGS INC Healthcare 2,129.0 $253K 0.08% NEW $118.95 -1.2%
78 NEWAMSTERDAM PHARMA COMPANY 7,284.0 $247K 0.07% NEW $33.89
79 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 777.0 $247K 0.07% NEW $317.53 -5.0%
80 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 1,535.0 $244K 0.07% NEW $158.69 -58.3%
Page 4 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%