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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 17 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HAL HALLIBURTON CO Energy 2,501.0 $85K 0.03% NEW $33.95 +2.8%
322 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,870.0 $84K 0.03% NEW $45.11 +17.5%
323 NPO ENPRO INC Industrials 222.0 $84K 0.03% NEW $376.93 -15.6%
324 LIBERTY CAP CORP 3,881.0 $84K 0.03% NEW $21.56
325 STC STEWART INFORMATION SVCS COR Financial Services 1,267.0 $84K 0.03% NEW $66.02 +4.6%
326 WOLF WOLFSPEED INC Technology 1,730.0 $83K 0.03% NEW $48.25 -40.6%
327 CALY CALL CALLAWAY GOLF CO Consumer Cyclical 4,363.0 $82K 0.02% NEW $18.79 -14.0%
328 LIBERTY CAP CORP 3,739.0 $82K 0.02% NEW $21.90
329 LOPE GRAND CANYON ED INC Consumer Defensive 571.0 $82K 0.02% NEW $143.11 +3.2%
330 GOLD GOLD COM INC Financial Services 1,963.0 $82K 0.02% NEW $41.61 +9.5%
331 AYTU BIOPHARMA INC 37,984.0 $82K 0.02% -55K -59.1% $2.15
332 ENLV ENLIVEX LTD Healthcare 147,879.0 $81K 0.02% NEW $0.55 +209.1%
333 SMMT PUT SUMMIT THERAPEUTICS INC Healthcare 510.0 $81K 0.02% NEW $158.92 -91.7%
334 MEC MAYVILLE ENGR CO INC Industrials 2,147.0 $80K 0.02% NEW $37.46 -39.6%
335 SGMT SAGIMET BIOSCIENCES INC Healthcare 10,369.0 $80K 0.02% NEW $7.73 +36.3%
336 SII SPROTT INC Financial Services 706.0 $79K 0.02% -6K -89.5% $112.35 +7.4%
337 DECK DECKERS OUTDOOR CORP Consumer Cyclical 794.0 $79K 0.02% NEW $99.29 -7.5%
338 GNRC GENERAC HLDGS INC Industrials 268.0 $78K 0.02% NEW $292.81 -28.1%
339 UFO PROCURE ETF TRUST II 1,536.0 $78K 0.02% NEW $50.67 -7.9%
340 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 807.0 $77K 0.02% NEW $95.98 +33.5%
Page 17 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%