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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 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PARABILIS MEDICINES INC 4,130.0 $113K 0.03% NEW $27.37
142 BIDU BAIDU INC Communication Services 985.0 $113K 0.03% NEW $114.29 -20.0%
143 BELFB BEL FUSE INC Technology 337.0 $112K 0.03% NEW $333.04 -24.8%
144 DTCR GLOBAL X FDS 3,689.0 $112K 0.03% NEW $30.37 -6.9%
145 BWA BORGWARNER INC Consumer Cyclical 1,679.0 $111K 0.03% NEW $66.40 +0.4%
146 AI FINL CORP 190,191.0 $111K 0.03% NEW $0.59
147 BNTX CALL BIONTECH SE Healthcare 255.0 $111K 0.03% NEW $433.85 -77.7%
148 MGNI MAGNITE INC Communication Services 5,815.0 $110K 0.03% NEW $18.98 +25.2%
149 SOPH SOPHIA GENETICS SA Healthcare 18,807.0 $109K 0.03% NEW $5.77 +36.4%
150 POOL POOL CORP Industrials 500.0 $107K 0.03% NEW $214.90 -19.5%
151 AGYS AGILYSYS INC Technology 1,020.0 $107K 0.03% NEW $104.50 -0.0%
152 EXPE EXPEDIA GROUP INC Consumer Cyclical 406.0 $104K 0.03% NEW $255.88 +9.8%
153 GE GE AEROSPACE Industrials 276.0 $103K 0.03% NEW $373.73 -13.4%
154 PRCH PORCH GROUP INC Technology 6,853.0 $103K 0.03% NEW $15.04 +9.4%
155 SKY CHAMPION HOMES INC Consumer Cyclical 1,143.0 $101K 0.03% NEW $88.12 -5.6%
156 BRC BRADY CORP Industrials 1,094.0 $100K 0.03% NEW $91.57 -5.1%
157 DKS DICKS SPORTING GOODS INC Consumer Cyclical 441.0 $100K 0.03% NEW $226.81 -40.5%
158 ADUS ADDUS HOMECARE CORP Healthcare 978.0 $98K 0.03% NEW $100.47 +16.5%
159 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 843.0 $98K 0.03% NEW $116.36 -45.3%
160 RCUS CALL ARCUS BIOSCIENCES INC Healthcare 316.0 $98K 0.03% NEW $310.00 -92.1%
Page 8 of 32  ·  630 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 44.0%
Healthcare 32.3%
Financial Services 7.5%
Consumer Cyclical 5.8%
Energy 3.1%
Basic Materials 2.8%
Industrials 2.6%
Communication Services 1.1%
Consumer Defensive 0.5%
Real Estate 0.2%