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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 35 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PIPR PIPER SANDLER COMPANIES Financial Services 173.0 $13K 0.00% NEW $72.34 +3.4%
682 PRI PRIMERICA INC Financial Services 44.0 $13K 0.00% NEW $284.20 +5.9%
683 KLAC CALL KLA CORP Technology 2.0 $12K 0.00% NEW $6228.00 -97.0%
684 SFNC SIMMONS FIRST NATL CORP Financial Services 545.0 $12K 0.00% NEW $22.65 +1.8%
685 MTCH MATCH GROUP INC NEW Communication Services 323.0 $12K 0.00% NEW $38.05 +4.3%
686 VENU HLDG CORP 5,407.0 $12K 0.00% NEW $2.27
687 WSFS WSFS FINL CORP Financial Services 158.0 $12K 0.00% NEW $76.73 +4.0%
688 FBP FIRST BANCORP CORPORATION Financial Services 462.0 $12K 0.00% NEW $26.07 +9.2%
689 IWM ISHARES TR 462.0 $12K 0.00% NEW $26.07 +1057.4%
690 CRSP CRISPR THERAPEUTICS AG Healthcare 218.0 $12K 0.00% NEW $54.54 +9.7%
691 OZK BANK OZK LITTLE ROCK ARK Financial Services 228.0 $12K 0.00% NEW $52.09 -5.0%
692 TGEN TECOGEN INC NEW Industrials 2,271.0 $12K 0.00% NEW $5.22 -35.6%
693 FROG JFROG LTD Technology 130.0 $12K 0.00% NEW $90.88 +0.4%
694 JLL JONES LANG LASALLE INC Real Estate 38.0 $12K 0.00% NEW $309.95 +25.9%
695 PJT PJT PARTNERS INC Financial Services 78.0 $12K 0.00% NEW $150.94 +14.6%
696 ELBM ELECTRA BATTERY MATERIALS CO Basic Materials 19,180.0 $12K 0.00% NEW $0.61 -3.0%
697 MILLROSE PPTYS INC 389.0 $12K 0.00% NEW $30.05
698 LYFT LYFT INC Technology 795.0 $12K 0.00% NEW $14.61 +19.3%
699 EBAY EBAY INC. Consumer Cyclical 103.0 $12K 0.00% NEW $111.75 -8.2%
700 AMG AFFILIATED MANAGERS GROUP Financial Services 34.0 $12K 0.00% NEW $338.41 +5.0%
Page 35 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%