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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 8 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CUE CUE BIOPHARMA INC Healthcare 12,332.0 $389K 0.12% NEW $31.56 -18.8%
142 MLYS MINERALYS THERAPEUTICS INC Healthcare 14,410.0 $389K 0.12% -991.0 -6.4% $26.98 -3.6%
143 FORTE BIOSCIENCES INC 18,263.0 $388K 0.12% +12K +170.8% $21.25
144 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,573.0 $385K 0.12% NEW $244.77 -11.3%
145 ERAS ERASCA INC Healthcare 20,573.0 $377K 0.11% -8K -27.2% $18.32 -1.0%
146 PRTA PROTHENA CORP PLC Healthcare 38,100.0 $373K 0.11% NEW $9.79 -11.0%
147 TDS TELEPHONE & DATA SYS INC Communication Services 9,948.0 $368K 0.11% NEW $37.01 -6.3%
148 VYGR VOYAGER THERAPEUTICS INC Healthcare 104,543.0 $366K 0.11% -3K -2.4% $3.50 -6.7%
149 CENCORA INC 1,260.0 $357K 0.11% +44.0 +3.6% $282.98
150 OCULIS HOLDING AG 25,604.0 $355K 0.11% NEW $13.87
151 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,290.0 $349K 0.10% NEW $47.81 -8.6%
152 ISRG INTUITIVE SURGICAL INC Healthcare 875.0 $348K 0.10% -102.0 -10.4% $397.68 -0.0%
153 KOD PUT KODIAK SCIENCES INC Healthcare 372.0 $345K 0.10% -253.0 -40.5% $927.23 -95.7%
154 BIOA CALL BIOAGE LABS INC Healthcare 510.0 $343K 0.10% NEW $671.98 -98.5%
155 HELP CYBIN INC Healthcare 50,979.0 $337K 0.10% NEW $6.61 +72.7%
156 A2Z CUST2MATE SOLUTIONS CORP 56,935.0 $331K 0.10% NEW $5.82
157 ITGR INTEGER HLDGS CORP Healthcare 3,528.0 $330K 0.10% NEW $93.45 +34.1%
158 EQ EQUILLIUM INC Healthcare 102,010.0 $326K 0.10% -8K -7.4% $3.20 -23.9%
159 RPRX ROYALTY PHARMA PLC Healthcare 5,797.0 $325K 0.10% +619.0 +11.9% $56.07 +7.3%
160 NXT NEXTPOWER INC Technology 2,874.0 $321K 0.10% NEW $111.83 -15.5%
Page 8 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%