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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 9 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LIONSGATE STUDIOS CORP 20,146.0 $308K 0.09% NEW $15.31
162 EZPW EZCORP INC Financial Services 8,913.0 $308K 0.09% NEW $34.57 -15.3%
163 VIXY PROSHARES TR II Financial Services 14,443.0 $307K 0.09% NEW $21.29 -11.3%
164 CGON CG ONCOLOGY INC Healthcare 4,250.0 $302K 0.09% -7K -63.5% $71.05 +6.7%
165 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 35,661.0 $282K 0.08% $7.92 +9.7%
166 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,164.0 $280K 0.08% -15K -92.7% $240.97 +6.3%
167 OCEANAGOLD CORP 11,204.0 $280K 0.08% NEW $25.03
168 WYNN WYNN RESORTS LTD Consumer Cyclical 2,867.0 $278K 0.08% NEW $97.09 +4.9%
169 SLB SLB LIMITED Energy 6,000.0 $278K 0.08% +4K +200.0% $46.38 +14.9%
170 LEGN LEGEND BIOTECH CORP Healthcare 9,579.0 $277K 0.08% NEW $28.88 -25.5%
171 THC TENET HEALTHCARE CORP Healthcare 1,471.0 $275K 0.08% NEW $187.08 +44.9%
172 CRVS CALL CORVUS PHARMACEUTICALS INC Healthcare 340.0 $274K 0.08% +70.0 +25.9% $807.01 -98.2%
173 FLUTTER ENTMT PLC 2,682.0 $274K 0.08% -9K -77.2% $102.17
174 PHVS PHARVARIS N V Healthcare 7,904.0 $273K 0.08% $34.58 +2.9%
175 FIX COMFORT SYS USA INC Industrials 136.0 $270K 0.08% NEW $1981.95 -12.2%
176 CRL CHARLES RIV LABS INTL INC Healthcare 1,177.0 $267K 0.08% -1K -55.5% $226.79 +24.4%
177 CLRB CELLECTAR BIOSCIENCES INC Healthcare 92,983.0 $258K 0.08% NEW $2.78 -6.8%
178 GLUE CALL MONTE ROSA THERAPEUTICS INC Healthcare 434.0 $258K 0.08% NEW $594.62 -97.5%
179 TNGX TANGO THERAPEUTICS INC Healthcare 8,238.0 $258K 0.08% -15K -64.4% $31.26 -18.8%
180 BNTX BIONTECH SE Healthcare 2,755.0 $256K 0.08% NEW $93.05 -1.1%
Page 9 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%