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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 41 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CALL VISTAGEN THERAPEUTICS INC 147.0 $394.0 NEW $2.68
802 AIP ARTERIS INC Technology 6.0 $292.0 NEW $48.67 -47.0%
803 CVX CHEVRON CORPORATION Energy 1.0 $168.0 $168.00 +22.5%
804 ABR CALL ARBOR REALTY TRUST INC Real Estate 335.0 $3.0 $0.01 +54616.7%
805 ALAB CALL ASTERA LABS INC Technology NEW
806 CAT CALL CATERPILLAR INC Industrials NEW
807 CHDN CHURCHILL DOWNS INC Consumer Cyclical NEW
808 DKNG DRAFTKINGS INC NEW Consumer Cyclical NEW
809 DTI DRILLING TOOLS INTL CORP Energy NEW
810 FINV FINVOLUTION GROUP Financial Services NEW
811 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials NEW
812 RYTM RHYTHM PHARMACEUTICALS INC Healthcare NEW
813 TER CALL TERADYNE INC Technology NEW
814 YB YUANBAO INC Financial Services NEW
815 INOVIO PHARMACEUTICALS INC -100.0%
816 GREENLAND ENERGY CO NEW
817 PRAXIS PRECISION MEDICINES I -100.0%
818 AUNA S A NEW
Page 41 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%