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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $223M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 223 New 67 Added 60 Reduced 103 Exited
Page 18 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CALL JOHNSON & JOHNSON 133.0 $3K 0.00% NEW $21.50
342 CALL LEGEND BIOTECH CORP 184.0 $3K 0.00% NEW $15.00
343 CALL ISHARES SILVER TR 35.0 $2K 0.00% NEW $60.51
344 PUT CASSAVA SCIENCES INC 30.0 $2K 0.00% +6.0 +25.0% $54.33
345 CALL ULTRAGENYX PHARMACEUTICAL IN 266.0 $1K 0.00% -81.0 -23.3% $4.26
346 CALL INTELLIA THERAPEUTICS INC 570.0 $866.0 -506.0 -47.0% $1.52
347 CALL SOLENO THERAPEUTICS INC 143.0 $425.0 +28.0 +24.4% $2.97
348 CALL INTUITIVE SURGICAL INC 4.0 $401.0 NEW $100.25
349 CALL REVIVA PHARMACEUTCLS HLDGS I 1,138.0 $228.0 NEW $0.20
350 CALL KRATOS DEFENSE & SEC SOLUTIO 10.0 $225.0 NEW $22.50
351 CALL TESLA INC 7.0 $130.0 -3.0 -30.0% $18.57
352 CALL ATYR PHARMA INC 36.0 $129.0 -261.0 -87.9% $3.58
353 CALL CATERPILLAR INC 9.0 $72.0 NEW $8.00
354 CALL MEREO BIOPHARMA GROUP PLC 5,359.0 $57.0 +2K +53.1% $0.01
355 CALL GOLDMAN SACHS GROUP INC 2.0 $36.0 NEW $18.00
356 CALL EDITAS MEDICINE INC 862.0 $34.0 +169.0 +24.4% $0.04
357 CALL RECURSION PHARMACEUTICALS IN 1,999.0 $20.0 +393.0 +24.5% $0.01
358 CALL ALTIMMUNE INC 1,324.0 $13.0 +260.0 +24.4% $0.01
359 CALL VISTAGEN THERAPEUTICS INC 287.0 $3.0 +56.0 +24.2% $0.01
360 CALL APPLIED THERAPEUTICS INC 55.0 $1.0 +11.0 +25.0% $0.02
Page 18 of 19  ·  361 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 56.7%
Technology 14.5%
Financial Services 14.2%
Consumer Cyclical 3.6%
Communication Services 3.5%
Energy 3.5%
Basic Materials 3.0%
Consumer Defensive 0.6%
Industrials 0.4%