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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 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CALL OCULAR THERAPEUTIX INC 313.0 $164K 0.11% NEW $523.35
142 NKE NIKE INC Consumer Cyclical 2,325.0 $162K 0.11% NEW $69.73 -39.2%
143 PUT NOVO-NORDISK A S 229.0 $159K 0.11% NEW $693.59
144 FSLR FIRST SOLAR INC Energy 700.0 $154K 0.11% NEW $220.53 +4.0%
145 PUT UNIQURE NV 688.0 $147K 0.10% NEW $214.01
146 PUT HARMONY BIOSCIENCES HLDGS IN 115.0 $143K 0.10% NEW $1244.00
147 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 17,202.0 $140K 0.10% NEW $8.14 -25.5%
148 CTMX CYTOMX THERAPEUTICS INC Healthcare 42,645.0 $136K 0.09% NEW $3.19 +9.9%
149 CALL COGENT BIOSCIENCES INC 460.0 $133K 0.09% NEW $289.15
150 TIGR UP FINTECH HLDG LTD Financial Services 11,688.0 $125K 0.09% NEW $10.67 -43.1%
151 MRNA MODERNA INC Healthcare 4,583.0 $118K 0.08% NEW $25.83 +86.5%
152 TNYA TENAYA THERAPEUTICS INC Healthcare 72,494.0 $117K 0.08% NEW $1.62 -51.9%
153 AYTU BIOPHARMA INC 62,452.0 $117K 0.08% NEW $1.88
154 CALL OLEMA PHARMACEUTICALS INC 209.0 $116K 0.08% NEW $557.31
155 CALL MANNKIND CORP 2,393.0 $115K 0.08% NEW $48.04
156 PUT MODERNA INC 230.0 $108K 0.07% NEW $468.45
157 ANTERIS TECHNOLOGIES GLOBAL 23,317.0 $105K 0.07% NEW $4.50
158 CALL CITIGROUP INC 151.0 $102K 0.07% NEW $676.94
159 VNET VNET GROUP INC Technology 9,651.0 $100K 0.07% NEW $10.33 +1.8%
160 AMER SPORTS INC 2,849.0 $99K 0.07% NEW $34.75
Page 8 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%