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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 10 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DBV TECHNOLOGIES S A 15,630.0 $256K 0.08% +4K +37.2% $16.40
182 HUYA HUYA INC Communication Services 110,327.0 $254K 0.08% +88K +395.3% $2.30 -0.7%
183 CALUMET INC 7,037.0 $253K 0.08% NEW $36.02
184 IRTC IRHYTHM HOLDINGS INC Healthcare 2,129.0 $253K 0.08% NEW $118.95 -0.4%
185 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 6,843.0 $249K 0.07% -17K -70.9% $36.41 +6.8%
186 ICLR ICON PUB LTD CO Healthcare 1,431.0 $249K 0.07% -2K -58.1% $173.71 -1.9%
187 PCVX CALL VAXCYTE INC Healthcare 135.0 $249K 0.07% $1841.22 -96.7%
188 NEWAMSTERDAM PHARMA COMPANY 7,284.0 $247K 0.07% NEW $33.89
189 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 777.0 $247K 0.07% NEW $317.53 -5.0%
190 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 1,535.0 $244K 0.07% NEW $158.69 -58.2%
191 RRX REGAL REXNORD CORPORATION Industrials 1,019.0 $243K 0.07% NEW $238.19 -28.9%
192 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 4,965.0 $237K 0.07% NEW $47.74 -4.5%
193 MDT MEDTRONIC PLC Healthcare 3,012.0 $236K 0.07% -234.0 -7.2% $78.23 +18.3%
194 CALL CORBUS PHARMACEUTICALS HLDGS 1,615.0 $235K 0.07% +1K +453.1% $145.55
195 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 8,759.0 $232K 0.07% NEW $26.52 -9.7%
196 RNAC CARTESIAN THERAPEUTICS INC Healthcare 22,191.0 $231K 0.07% NEW $10.42 -11.4%
197 FHTX FOGHORN THERAPEUTICS INC Healthcare 46,872.0 $229K 0.07% $4.88 +37.2%
198 RIGL RIGEL PHARMACEUTICALS INC Healthcare 5,821.0 $228K 0.07% NEW $39.12 +10.4%
199 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 8,657.0 $227K 0.07% NEW $26.22 -0.9%
200 H HYATT HOTELS CORP Consumer Cyclical 1,152.0 $223K 0.07% NEW $193.84 -6.2%
Page 10 of 41  ·  818 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%