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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 28 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CTRE CARETRUST REIT INC Real Estate 779.0 $31K 0.01% NEW $40.35 -1.2%
542 INFQ INFLEQTION INC Technology 2,359.0 $31K 0.01% NEW $13.32 -9.3%
543 PCVX PUT VAXCYTE INC Healthcare 125.0 $31K 0.01% NEW $250.34 -75.5%
544 BRIGHTSTAR LOTTERY PLC 2,919.0 $31K 0.01% NEW $10.72
545 CIEN CIENA CORP Technology 63.0 $31K 0.01% -12K -99.5% $490.56 -18.9%
546 CALL NEBIUS GROUP N.V. 5.0 $31K 0.01% NEW $6142.00
547 PL PLANET LABS PBC Industrials 912.0 $30K 0.01% NEW $33.13 -33.7%
548 SLS PUT SELLAS LIFE SCIENCES GROUP I Healthcare 255.0 $30K 0.01% NEW $118.24 -88.3%
549 FVRR FIVERR INTL LTD Communication Services 2,862.0 $30K 0.01% NEW $10.32 -12.4%
550 AGPU AXE COMPUTE INC Technology 3,895.0 $30K 0.01% NEW $7.58 +38.1%
551 SPIRE GLOBAL INC 1,576.0 $29K 0.01% NEW $18.60
552 VISN VISTANCE NETWORKS INC Technology 2,281.0 $29K 0.01% NEW $12.78 -12.3%
553 BIVI BIOVIE INC Healthcare 14,996.0 $29K 0.01% NEW $1.94 -0.5%
554 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 54.0 $29K 0.01% NEW $536.94 -0.5%
555 TXG 10X GENOMICS INC Healthcare 755.0 $29K 0.01% NEW $38.34 +60.9%
556 ORCL ORACLE CORP Technology 197.0 $29K 0.01% NEW $146.55 -2.9%
557 TAC TRANSALTA CORP Utilities 2,085.0 $29K 0.01% NEW $13.83 -8.5%
558 MGTX MEIRAGTX HLDGS PLC Healthcare 2,133.0 $29K 0.01% NEW $13.51 +9.4%
559 XNET XUNLEI LTD Communication Services 5,108.0 $29K 0.01% NEW $5.59 -9.9%
560 VERA PUT VERA THERAPEUTICS INC Healthcare 127.0 $28K 0.01% NEW $223.93 -86.0%
Page 28 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%