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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVVD INVIVYD INC Healthcare 55,990.0 $73K 0.03% -13K -18.7% $1.30 -6.9%
62 UPSTREAM BIO INC 5,495.0 $49K 0.02% -3K -38.3% $9.00
63 BE BLOOM ENERGY CORP Industrials 245.0 $33K 0.01% -1K -82.5% $135.49 +103.7%
Page 4 of 4  ·  63 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%