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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $145M AUM 287 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 241 New
Page 12 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CALL NOVAVAX INC 399.0 $8K 0.01% NEW $19.50
222 PUT MEREO BIOPHARMA GROUP PLC 91.0 $7K 0.01% NEW $74.80
223 CALL READY CAPITAL CORP 527.0 $7K 0.01% NEW $12.51
224 CALL AGNC INVT CORP 1,618.0 $6K 0.00% NEW $3.95
225 PUT SPDR S&P 500 ETF TR 46.0 $6K 0.00% NEW $133.50
226 PUT ISHARES TR 60.0 $5K 0.00% NEW $85.00
227 PMVP PMV PHARMACEUTICALS INC Healthcare 2,589.0 $4K 0.00% NEW $1.40 -7.5%
228 CALL C4 THERAPEUTICS INC 325.0 $3K 0.00% NEW $10.00
229 PUT JAZZ PHARMACEUTICALS PLC 115.0 $2K 0.00% NEW $20.48
230 CALL MODERNA INC 249.0 $2K 0.00% NEW $8.64
231 TLTW PUT ISHARES TR 621.0 $2K 0.00% NEW $3.00 +626.2%
232 PUT ELI LILLY & CO 23.0 $2K 0.00% NEW $80.52
233 CALL AEVA TECHNOLOGIES INC 20.0 $1K 0.00% NEW $62.50
234 CALL APPLIED THERAPEUTICS INC 44.0 $1K 0.00% NEW $24.66
235 PUT CASSAVA SCIENCES INC 24.0 $984.0 0.00% NEW $41.00
236 CALL ATYR PHARMA INC 297.0 $436.0 NEW $1.47
237 PUT TRAVERE THERAPEUTICS INC 1.0 $390.0 NEW $390.00
238 PUT KODIAK SCIENCES INC 3.0 $145.0 NEW $48.33
239 PUT AURINIA PHARMACEUTICALS INC 3.0 $118.0 NEW $39.33
240 CALL MOONLAKE IMMUNOTHERAPEUTICS 61.0 $36.0 NEW $0.59
Page 12 of 13  ·  241 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 54.3%
Financial Services 19.3%
Consumer Cyclical 7.1%
Technology 6.5%
Basic Materials 5.7%
Energy 3.3%
Communication Services 1.4%
Industrials 0.9%
Real Estate 0.8%
Consumer Defensive 0.5%