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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 12 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ADAG ADAGENE INC Healthcare 35,126.0 $138K 0.05% NEW $3.92 -10.7%
222 SOLARIS RES INC 15,956.0 $138K 0.05% -10K -38.9% $8.62
223 NVO NOVO-NORDISK A S Healthcare 3,685.0 $135K 0.05% NEW $36.75 +24.6%
224 PSNL PERSONALIS INC Healthcare 20,929.0 $133K 0.05% NEW $6.37 +5.3%
225 CNTB CONNECT BIOPHARMA HLDGS LTD Healthcare 50,747.0 $133K 0.05% +24K +89.5% $2.62 -9.2%
226 CALL BIOHAVEN LTD 806.0 $132K 0.05% NEW $164.38
227 ANTX AN2 THERAPEUTICS INC Healthcare 38,155.0 $130K 0.05% NEW $3.42 +38.9%
228 QURE UNIQURE NV Healthcare 7,887.0 $129K 0.05% -3K -28.4% $16.35 +69.7%
229 PELTHOS THERAPEUTICS INC 6,007.0 $126K 0.05% $21.01
230 MKSI MKS INC. Technology 520.0 $120K 0.04% NEW $229.81 +36.6%
231 AVALO THERAPEUTICS INC 7,918.0 $118K 0.04% -7K -47.5% $14.93
232 MNKD MANNKIND CORP Healthcare 47,394.0 $116K 0.04% -34K -41.8% $2.45 +31.4%
233 QURE CALL UNIQURE NV Healthcare 640.0 $114K 0.04% NEW $178.74 -84.5%
234 LIPOCINE INC NEW 13,442.0 $107K 0.04% -57K -81.0% $7.99
235 URGN UROGEN PHARMA LTD Healthcare 5,824.0 $105K 0.04% -7K -54.5% $17.98 +65.1%
236 SLB SLB LIMITED Energy 2,000.0 $103K 0.04% -8K -80.0% $51.53 +8.2%
237 CORT CORCEPT THERAPEUTICS INC Healthcare 2,528.0 $102K 0.04% -23K -90.2% $40.31 +44.6%
238 BRIDGEBIO PHARMA INC 60,000.0 $102K 0.04% NEW $1.70
239 PUT IMMUNITYBIO INC 270.0 $99K 0.04% NEW $365.03
240 COIN PUT COINBASE GLOBAL INC Financial Services 47.0 $97K 0.04% NEW $2055.85 -89.7%
Page 12 of 17  ·  322 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%