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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 7 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 5,159.0 $247K 0.17% NEW $47.79 +7.1%
122 NRG NRG ENERGY INC Utilities 1,520.0 $246K 0.17% NEW $161.95 -16.8%
123 CALL SPDR SERIES TRUST 2,317.0 $242K 0.17% NEW $104.42
124 HCC WARRIOR MET COAL INC Energy 3,716.0 $236K 0.16% NEW $63.64 +34.9%
125 CALL BRIDGEBIO PHARMA INC 302.0 $236K 0.16% NEW $780.00
126 CPRX CATALYST PHARMACEUTICALS INC Healthcare 11,441.0 $225K 0.15% NEW $19.70 +58.2%
127 CALL UPSTREAM BIO INC 462.0 $220K 0.15% NEW $476.97
128 REVIVA PHARMACEUTCLS HLDGS I 593,902.0 $219K 0.15% NEW $0.37
129 PUT ULTRAGENYX PHARMACEUTICAL IN 320.0 $215K 0.15% NEW $671.25
130 SGRY SURGERY PARTNERS INC Healthcare 9,704.0 $210K 0.14% NEW $21.64 -33.1%
131 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 11,189.0 $206K 0.14% NEW $18.43 -59.5%
132 CALL GOSSAMER BIO INC 1,929.0 $203K 0.14% NEW $105.26
133 CALL CRISPR THERAPEUTICS AG 258.0 $192K 0.13% NEW $744.14
134 CALL ROBINHOOD MKTS INC 157.0 $188K 0.13% NEW $1195.37
135 TRVI TREVI THERAPEUTICS INC Healthcare 19,688.0 $180K 0.12% NEW $9.15 +64.8%
136 CALL TERNS PHARMACEUTICALS INC 520.0 $174K 0.12% NEW $334.09
137 CALL ARBUTUS BIOPHARMA CORP 1,192.0 $171K 0.12% NEW $143.58
138 CALL ZYMEWORKS INC 451.0 $171K 0.12% NEW $378.63
139 CALL MEREO BIOPHARMA GROUP PLC 3,501.0 $169K 0.12% NEW $48.15
140 CALL IONIS PHARMACEUTICALS INC 229.0 $165K 0.11% NEW $721.99
Page 7 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%