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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 36 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FRO FRONTLINE PLC Energy 328.0 $11K 0.00% -14K -97.7% $34.79 +27.8%
702 EXPD EXPEDITORS INTL WASH INC Industrials 70.0 $11K 0.00% NEW $162.99 +14.4%
703 PANW CALL PALO ALTO NETWORKS INC Technology 3.0 $11K 0.00% NEW $3792.67 -90.5%
704 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 110.0 $11K 0.00% NEW $103.31 +644.4%
705 ABVX PUT ABIVAX SA Healthcare 644.0 $11K 0.00% +391.0 +154.6% $17.61 +584.7%
706 GNTX GENTEX CORP Consumer Cyclical 448.0 $11K 0.00% NEW $25.27 -6.5%
707 DBX DROPBOX INC Technology 412.0 $11K 0.00% NEW $27.47 +23.7%
708 VLO VALERO ENERGY CORP Energy 43.0 $11K 0.00% NEW $260.44 +33.0%
709 CNX CNX RES CORP Energy 330.0 $11K 0.00% NEW $33.93 +5.6%
710 WK WORKIVA INC Technology 229.0 $11K 0.00% NEW $48.51 +56.1%
711 CLDX PUT CELLDEX THERAPEUTICS INC NEW Healthcare 219.0 $11K 0.00% NEW $50.66 -17.7%
712 EVR EVERCORE INC Financial Services 32.0 $11K 0.00% NEW $341.44 -12.6%
713 EEFT EURONET WORLDWIDE INC Technology 149.0 $11K 0.00% NEW $73.19 -6.2%
714 FHN FIRST HORIZON CORPORATION Financial Services 425.0 $11K 0.00% NEW $25.64 -3.0%
715 FEDERATED HERMES INC 197.0 $11K 0.00% NEW $55.22
716 CHKP CHECK POINT SOFTWARE TECH LT Technology 82.0 $11K 0.00% NEW $131.43 +0.7%
717 OMER OMEROS CORP Healthcare 1,130.0 $11K 0.00% NEW $9.51 +93.4%
718 DINO HF SINCLAIR CORP Energy 154.0 $11K 0.00% NEW $69.65 +35.9%
719 LEA LEAR CORP Consumer Cyclical 78.0 $10K 0.00% NEW $134.06 -7.5%
720 MLI MUELLER INDS INC Industrials 85.0 $10K 0.00% NEW $122.93 -49.0%
Page 36 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%