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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 18 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OCGN OCUGEN INC Healthcare 50,559.0 $77K 0.02% $1.53 -3.3%
342 ALAB ASTERA LABS INC Technology 160.0 $77K 0.02% -33K -99.5% $483.02 -40.2%
343 CNC CENTENE CORP DEL Healthcare 1,192.0 $77K 0.02% NEW $64.19 +0.8%
344 BCPC BALCHEM CORP Basic Materials 452.0 $76K 0.02% NEW $168.95 +6.7%
345 ANIP ANI PHARMACEUTICALS INC Healthcare 920.0 $76K 0.02% NEW $82.78 -5.8%
346 CTVA CORTEVA INC Basic Materials 899.0 $76K 0.02% NEW $84.69 -7.2%
347 LUXEXPERIENCE BV 10,194.0 $76K 0.02% NEW $7.43
348 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 277.0 $75K 0.02% NEW $271.95 -13.7%
349 OPLN OPENLANE INC Consumer Cyclical 1,826.0 $75K 0.02% NEW $41.24 -16.5%
350 CLPT CLEARPOINT NEURO INC Healthcare 4,204.0 $75K 0.02% NEW $17.84 -10.5%
351 WT WISDOMTREE INC Financial Services 4,420.0 $75K 0.02% NEW $16.94 +34.0%
352 HWM HOWMET AEROSPACE INC Industrials 276.0 $74K 0.02% NEW $268.86 +5.4%
353 BYD BOYD GAMING CORP Consumer Cyclical 840.0 $74K 0.02% NEW $88.33 -6.4%
354 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 440.0 $74K 0.02% NEW $168.53 -7.7%
355 FPS FORGENT POWER SOLUTIONS INC Industrials 1,322.0 $74K 0.02% NEW $55.86 -38.3%
356 KO COCA COLA CO Consumer Defensive 906.0 $74K 0.02% NEW $81.27 +11.2%
357 TRMB TRIMBLE INC Technology 1,435.0 $73K 0.02% NEW $51.18 +15.8%
358 GNW GENWORTH FINL INC Financial Services 7,746.0 $73K 0.02% NEW $9.47 +4.8%
359 CPRX CATALYST PHARMACEUTICALS INC Healthcare 2,331.0 $73K 0.02% NEW $31.43 +0.2%
360 ACMR ACM RESH INC Technology 573.0 $73K 0.02% NEW $126.89 -38.9%
Page 18 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%