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Portfolio (Quarterly) Guide ↗

Persistent Asset Partners Ltd

· CIK 0002056052
13F Portfolio $145M AUM 287 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 241 New
Page 6 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FTAI AVIATION LTD 2,000.0 $334K 0.23% NEW $166.86
102 COGT COGENT BIOSCIENCES INC Healthcare 22,486.0 $323K 0.22% NEW $14.36 +138.1%
103 NVO NOVO-NORDISK A S Healthcare 5,759.0 $320K 0.22% NEW $55.49 -17.5%
104 PUT PRAXIS PRECISION MEDICINES I 230.0 $319K 0.22% NEW $1387.51
105 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 11,500.0 $317K 0.22% NEW $27.56 +11.6%
106 OSBC OLD SECOND BANCORP INC ILL Financial Services 18,182.0 $314K 0.22% NEW $17.29 +19.8%
107 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 22,913.0 $311K 0.21% NEW $13.59 -2.2%
108 DNN DENISON MINES CORP Energy 112,549.0 $310K 0.21% NEW $2.75 +26.8%
109 SCI SERVICE CORP INTL Consumer Cyclical 3,688.0 $307K 0.21% NEW $83.22 -5.9%
110 AVIDITY BIOSCIENCES INC 6,864.0 $299K 0.21% NEW $43.57
111 CALL INCYTE CORP 230.0 $297K 0.20% NEW $1290.49
112 CALL AGIOS PHARMACEUTICALS INC 546.0 $291K 0.20% NEW $532.94
113 MIND MEDICINE MINDMED INC 24,282.0 $286K 0.20% NEW $11.79
114 CALL VIKING THERAPEUTICS INC 928.0 $285K 0.20% NEW $307.64
115 LNKB LINKBANCORP INC Financial Services 39,782.0 $284K 0.20% NEW $7.13 +21.9%
116 SMBK SMARTFINANCIAL INC Financial Services 7,485.0 $267K 0.18% NEW $35.73 +14.4%
117 VISTAGEN THERAPEUTICS INC 75,319.0 $267K 0.18% NEW $3.55
118 ADUS ADDUS HOMECARE CORP Healthcare 2,259.0 $267K 0.18% NEW $117.99 -22.9%
119 MNKD MANNKIND CORP Healthcare 49,262.0 $265K 0.18% NEW $5.37 -40.0%
120 SOLARIS RES INC 40,656.0 $259K 0.18% NEW $6.38
Page 6 of 13  ·  241 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
Healthcare 54.3%
Financial Services 19.3%
Consumer Cyclical 7.1%
Technology 6.5%
Basic Materials 5.7%
Energy 3.3%
Communication Services 1.4%
Industrials 0.9%
Real Estate 0.8%
Consumer Defensive 0.5%