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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $223M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 223 New 67 Added 60 Reduced 103 Exited
Page 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMPX COMPASS THERAPEUTICS INC Healthcare 57,253.0 $307K 0.14% NEW $5.37 -65.9%
102 U UNITY SOFTWARE INC Technology 6,734.0 $297K 0.13% NEW $44.17 -38.5%
103 OCUL OCULAR THERAPEUTIX INC Healthcare 23,984.0 $291K 0.13% NEW $12.14 -24.5%
104 BENITEC BIOPHARMA INC 20,753.0 $280K 0.13% NEW $13.47
105 FORTE BIOSCIENCES INC 10,146.0 $277K 0.12% NEW $27.27
106 ENTA ENANTA PHARMACEUTICALS INC Healthcare 17,466.0 $275K 0.12% NEW $15.77 -15.0%
107 AVALO THERAPEUTICS INC 15,087.0 $274K 0.12% NEW $18.16
108 MAZE MAZE THERAPEUTICS INC Healthcare 6,605.0 $274K 0.12% NEW $41.43 -38.3%
109 PRTA PROTHENA CORP PLC Healthcare 28,589.0 $273K 0.12% NEW $9.55 +2.2%
110 OSCR OSCAR HEALTH INC Healthcare 18,976.0 $273K 0.12% NEW $14.37 +62.3%
111 MLYS MINERALYS THERAPEUTICS INC Healthcare 7,416.0 $269K 0.12% NEW $36.29 -24.6%
112 TMO THERMO FISHER SCIENTIFIC INC Healthcare 460.0 $267K 0.12% NEW $579.45 -24.4%
113 QURE UNIQURE NV Healthcare 11,014.0 $264K 0.12% NEW $23.93 +13.0%
114 RPRX ROYALTY PHARMA PLC Healthcare 6,594.0 $255K 0.11% NEW $38.64 +36.8%
115 INOVIO PHARMACEUTICALS INC 142,164.0 $247K 0.11% NEW $1.74
116 UPSTREAM BIO INC 8,907.0 $242K 0.11% NEW $27.15
117 LIVN LIVANOVA PLC Healthcare 3,911.0 $241K 0.11% NEW $61.53 +13.8%
118 DXCM DEXCOM INC Healthcare 3,600.0 $239K 0.11% NEW $66.37 -7.1%
119 AAOI APPLIED OPTOELECTRONICS INC Technology 6,797.0 $237K 0.11% NEW $34.86 +397.0%
120 OLMA OLEMA PHARMACEUTICALS INC Healthcare 9,069.0 $227K 0.10% NEW $25.00 -45.6%
Page 6 of 12  ·  223 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
Healthcare 56.7%
Technology 14.5%
Financial Services 14.2%
Consumer Cyclical 3.6%
Communication Services 3.5%
Energy 3.5%
Basic Materials 3.0%
Consumer Defensive 0.6%
Industrials 0.4%