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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $268M AUM 388 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 176 New 72 Added 63 Reduced 215 Exited
Page 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MKSI MKS INC. Technology 520.0 $120K 0.04% NEW $229.81 +28.6%
102 QURE CALL UNIQURE NV Healthcare 640.0 $114K 0.04% NEW $178.74 -86.1%
103 BRIDGEBIO PHARMA INC 60,000.0 $102K 0.04% NEW $1.70
104 PUT IMMUNITYBIO INC 270.0 $99K 0.04% NEW $365.03
105 COIN PUT COINBASE GLOBAL INC Financial Services 47.0 $97K 0.04% NEW $2055.85 -91.0%
106 GHRS GH RESEARCH PLC Healthcare 6,794.0 $96K 0.04% NEW $14.06 +53.5%
107 REPL CALL REPLIMUNE GROUP INC Healthcare 520.0 $94K 0.04% NEW $180.87 -97.2%
108 OCGN OCUGEN INC Healthcare 50,559.0 $92K 0.03% NEW $1.81 -25.1%
109 RVMD PUT REVOLUTION MEDICINES INC Healthcare 317.0 $91K 0.03% NEW $285.54 -50.3%
110 CALL CORBUS PHARMACEUTICALS HLDGS 292.0 $86K 0.03% NEW $293.00
111 CYTK PUT CYTOKINETICS INC Healthcare 506.0 $85K 0.03% NEW $167.50 -54.6%
112 CORT CALL CORCEPT THERAPEUTICS INC Healthcare 401.0 $84K 0.03% NEW $209.17 -73.2%
113 OPUS GENETICS INC 17,919.0 $82K 0.03% NEW $4.55
114 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 304.0 $75K 0.03% NEW $247.03 -89.5%
115 VIR CALL VIR BIOTECHNOLOGY INC Healthcare 225.0 $69K 0.03% NEW $304.51 -97.1%
116 PEPG PEPGEN INC Healthcare 38,152.0 $68K 0.03% NEW $1.77 -14.1%
117 PGEN PRECIGEN INC Healthcare 13,978.0 $54K 0.02% NEW $3.87 +8.3%
118 SLS CALL SELLAS LIFE SCIENCES GROUP I Healthcare 758.0 $53K 0.02% NEW $69.57 -89.4%
119 KKR CALL KKR & CO INC Financial Services 140.0 $50K 0.02% NEW $359.99 -73.3%
120 VYGR CALL VOYAGER THERAPEUTICS INC Healthcare 379.0 $49K 0.02% NEW $128.03 -97.2%
Page 6 of 9  ·  176 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 48.1%
Healthcare 31.2%
Financial Services 9.4%
Consumer Cyclical 3.6%
Energy 2.8%
Basic Materials 2.2%
Communication Services 2.0%
Industrials 0.4%
Consumer Defensive 0.4%