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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 24 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HRTX HERON THERAPEUTICS INC Healthcare 117,090.0 $50K 0.01% NEW $0.43 -26.2%
462 AUR AURORA INNOVATION INC Technology 7,316.0 $50K 0.01% NEW $6.82 -9.1%
463 MTX MINERALS TECHNOLOGIES INC Basic Materials 673.0 $50K 0.01% NEW $73.97 -3.4%
464 UMAC UNUSUAL MACHS INC Financial Services 2,226.0 $50K 0.01% NEW $22.30 +26.9%
465 PYXS CALL PYXIS ONCOLOGY INC Healthcare 990.0 $49K 0.01% NEW $49.99 -93.3%
466 TTMI TTM TECHNOLOGIES INC Technology 263.0 $49K 0.01% NEW $187.02 -37.8%
467 RMBS RAMBUS INC DEL Technology 368.0 $49K 0.01% NEW $132.74 -31.6%
468 GALAXY DIGITAL INC. 1,786.0 $49K 0.01% NEW $27.34
469 TIPT TIPTREE INC Financial Services 2,717.0 $49K 0.01% NEW $17.92 +2.1%
470 PAL PROFICIENT AUTO LOGISTICS IN Industrials 7,140.0 $49K 0.01% NEW $6.81 -20.6%
471 CSTM CONSTELLIUM SE Basic Materials 1,504.0 $48K 0.01% NEW $31.87 -16.7%
472 EDIT CALL EDITAS MEDICINE INC Healthcare 1,023.0 $47K 0.01% NEW $46.24 -93.0%
473 AAOI APPLIED OPTOELECTRONICS INC Technology 318.0 $47K 0.01% NEW $148.16 -17.5%
474 BBBY BED BATH & BEYOND INC Consumer Cyclical 8,132.0 $47K 0.01% NEW $5.79 -26.1%
475 LLY PUT ELI LILLY & CO Healthcare 25.0 $47K 0.01% NEW $1881.84 -32.0%
476 LXU LSB INDS INC Basic Materials 4,348.0 $47K 0.01% NEW $10.81 -4.0%
477 REAL THE REALREAL INC Consumer Cyclical 3,940.0 $46K 0.01% NEW $11.79 -0.1%
478 GEV CALL GE VERNOVA INC Utilities 5.0 $46K 0.01% NEW $9203.60 -89.3%
479 ROST ROSS STORES INC Consumer Cyclical 212.0 $45K 0.01% NEW $212.85 +10.3%
480 JBL JABIL INC Technology 117.0 $45K 0.01% NEW $385.48 -16.3%
Page 24 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%