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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 22 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TATT TAT TECHNOLOGIES LTD Industrials 1,201.0 $58K 0.02% NEW $48.23 -20.2%
422 NTGR NETGEAR INC Technology 2,474.0 $58K 0.02% NEW $23.35 -7.5%
423 NDAQ NASDAQ INC Financial Services 731.0 $58K 0.02% NEW $78.82 +22.2%
424 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 2,040.0 $58K 0.02% NEW $28.24 -6.6%
425 SMITHFIELD FOODS INC 2,372.0 $58K 0.02% NEW $24.26
426 SITM SITIME CORP Technology 77.0 $57K 0.02% NEW $745.56 -17.0%
427 SLQT SELECTQUOTE INC Financial Services 67,429.0 $57K 0.02% NEW $0.84 -7.6%
428 BLBD BLUE BIRD CORP Consumer Cyclical 717.0 $57K 0.02% NEW $78.96 -20.8%
429 NBR NABORS INDUSTRIES LTD Energy 672.0 $56K 0.02% NEW $84.01 +9.2%
430 HELP CALL CYBIN INC Healthcare 255.0 $56K 0.02% NEW $220.60 -94.7%
431 MRNA PUT MODERNA INC Healthcare 255.0 $56K 0.02% -149.0 -36.9% $220.50 -20.9%
432 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 3,912.0 $56K 0.02% NEW $14.29 +21.1%
433 CRAI CRA INTL INC Industrials 390.0 $55K 0.02% NEW $142.30 +21.8%
434 TMDX TRANSMEDICS GROUP INC Healthcare 829.0 $55K 0.02% NEW $66.42 +41.5%
435 GPN GLOBAL PMTS INC Industrials 757.0 $55K 0.02% NEW $72.56 +26.4%
436 CRS CARPENTER TECHNOLOGY CORP Industrials 89.0 $55K 0.02% NEW $616.84 -17.3%
437 CROX CROCS INC Consumer Cyclical 455.0 $55K 0.02% NEW $120.64 +4.2%
438 PGEN CALL PRECIGEN INC Healthcare 321.0 $55K 0.02% NEW $170.87 -95.8%
439 AKAM AKAMAI TECHNOLOGIES INC Technology 461.0 $54K 0.02% -7K -93.7% $118.21 -4.5%
440 MNTN INC 5,923.0 $54K 0.02% NEW $9.20
Page 22 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%