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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 32 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MTZ MASTEC INC Industrials 44.0 $18K 0.01% NEW $416.07 -34.6%
622 KRYS KRYSTAL BIOTECH INC Healthcare 49.0 $18K 0.01% NEW $371.67 -7.6%
623 SEPN PUT SEPTERNA INC Healthcare 152.0 $18K 0.01% NEW $119.78 -63.3%
624 ACHIEVE LIFE SCIENCE INC 2,780.0 $18K 0.01% NEW $6.53
625 ACAD ACADIA PHARMACEUTICALS INC Healthcare 715.0 $18K 0.01% NEW $25.30 +19.4%
626 KRG KITE REALTY GROUP TRUST Real Estate 634.0 $18K 0.01% NEW $28.38 -6.8%
627 ELTX PUT ELICIO THERAPEUTICS INC Healthcare 255.0 $18K 0.01% NEW $70.00 -95.5%
628 HSTM HEALTHSTREAM INC Healthcare 648.0 $18K 0.01% NEW $27.25 +4.8%
629 MNKD MANNKIND CORP Healthcare 4,079.0 $17K 0.01% -43K -91.4% $4.26 +3.2%
630 FCRS FUTURECREST ACQUISITION CORP Financial Services 1,652.0 $17K 0.01% NEW $10.45 -2.1%
631 ADURO CLEAN TECHNOLOGIES INC 1,087.0 $17K 0.01% NEW $15.76
632 MOBILICOM LTD 3,304.0 $17K 0.01% NEW $5.13
633 COLA COLUMBUS ACQUISITION CORP Financial Services 1,559.0 $17K 0.01% NEW $10.65 +0.6%
634 PURSUIT ATTRACTIONS AND HOSP 294.0 $16K 0.01% NEW $55.97
635 VIZSLA SILVER CORP 4,975.0 $16K 0.01% NEW $3.30
636 PFS PROVIDENT FINL SVCS INC Financial Services 694.0 $16K 0.01% NEW $23.64 +0.3%
637 AUPH AURINIA PHARMACEUTICALS INC Healthcare 966.0 $16K 0.01% NEW $16.97 -4.7%
638 DIGI PWR X INC 2,979.0 $16K 0.01% NEW $5.45
639 ENVA ENOVA INTL INC Financial Services 67.0 $16K 0.01% -10K -99.3% $240.73 +5.7%
640 COHU COHU INC Technology 217.0 $16K 0.01% NEW $73.91 -25.3%
Page 32 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%