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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 23 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AMD CALL ADVANCED MICRO DEVICES INC Technology 9.0 $54K 0.02% NEW $6050.67 -92.3%
442 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,843.0 $54K 0.02% NEW $29.54 -2.9%
443 NVT NVENT ELEC PLC Industrials 319.0 $54K 0.02% NEW $169.61 -7.5%
444 TEM TEMPUS AI INC Healthcare 933.0 $54K 0.02% NEW $57.93 +5.7%
445 ADBE ADOBE INC Technology 262.0 $54K 0.02% NEW $205.02 +32.9%
446 YATSEN HLDG LTD 16,786.0 $53K 0.02% -3K -16.7% $3.17
447 DCTH DELCATH SYS INC Healthcare 4,206.0 $53K 0.02% NEW $12.59 +36.2%
448 YSS YORK SPACE SYSTEMS INC Technology 2,141.0 $53K 0.02% NEW $24.62 -58.7%
449 CXW CORECIVIC INC Real Estate 1,724.0 $52K 0.02% NEW $30.38 +5.3%
450 CVCO CAVCO INDS INC DEL Consumer Cyclical 85.0 $52K 0.02% NEW $614.38 -2.5%
451 MRVL CALL MARVELL TECHNOLOGY INC Technology 10.0 $52K 0.02% -12.0 -54.5% $5212.20 -95.4%
452 TRNS TRANSCAT INC Industrials 560.0 $52K 0.02% NEW $92.77 -1.1%
453 ROOT INC 924.0 $52K 0.01% NEW $55.92
454 ZETA ZETA GLOBAL HOLDINGS CORP Technology 2,625.0 $52K 0.01% NEW $19.68 +46.3%
455 EME EMCOR GROUP INC Industrials 62.0 $51K 0.01% NEW $829.89 -2.9%
456 HIMS PUT HIMS & HERS HEALTH INC Healthcare 494.0 $51K 0.01% NEW $104.07 -70.1%
457 SSP SCRIPPS E W CO OHIO Communication Services 18,513.0 $51K 0.01% NEW $2.77 +24.9%
458 FF FUTUREFUEL CORP Basic Materials 11,301.0 $51K 0.01% NEW $4.52 +26.3%
459 VRT VERTIV HOLDINGS CO Industrials 152.0 $51K 0.01% NEW $334.82 -22.0%
460 HXL HEXCEL CORP NEW Industrials 505.0 $51K 0.01% NEW $100.06 -2.3%
Page 23 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%