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Persistent Asset Partners Ltd 13F holdings

Filed 2026-08-07 · Persistent Asset Partners Ltd · 961 positions · $335.1M

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TickerCompanySharesValue% of portfolio
INTCINTEL CORP153.2K$21.4M6.4%
HOODROBINHOOD MKTS INC191.1K$19.2M5.7%
STMSTMICROELECTRONICS N V224.7K$16.8M5.0%
APHAMPHENOL CORP75.3K$13.3M4.0%
STXSEAGATE TECHNOLOGY HLDNGS PL7.7K$7.4M2.2%
UTHRUNITED THERAPEUTICS CORP DEL13.5K$7.3M2.2%
SNOWSNOWFLAKE INC27.8K$7.1M2.1%
RVMDREVOLUTION MEDICINES INC35.6K$6.7M2.0%
FFORD MTR CO445.8K$6.2M1.8%
ABVXABIVAX SA37.6K$5.0M1.5%
AMATAPPLIED MATLS INC6.9K$5.0M1.5%
KLACKLA CORP16.4K$5.0M1.5%
COGTCOGENT BIOSCIENCES INC125.1K$4.8M1.4%
BMRNBIOMARIN PHARMACEUTICAL INC79.9K$4.6M1.4%
VKTXVIKING THERAPEUTICS INC112.7K$4.4M1.3%
CDNSCADENCE DESIGN SYSTEM INC11.1K$4.2M1.2%
SMTCSEMTECH CORP21.4K$3.5M1.0%
HONHONEYWELL INTL INC15.4K$3.5M1.0%
HONAHONEYWELL AEROSPACE INC15.4K$3.4M1.0%
EWTXEDGEWISE THERAPEUTICS INC69.4K$2.8M0.8%
INTCINTEL CORP19.9K$2.8M0.8%
LFUSLITTELFUSE INC5.7K$2.6M0.8%
GLWCORNING INC9.4K$2.4M0.7%
LRCXLAM RESEARCH CORP5.5K$2.4M0.7%
ONTOONTO INNOVATION INC5.9K$2.3M0.7%
KODKODIAK SCIENCES INC56.1K$2.2M0.7%
NXENEXGEN ENERGY LTD226.7K$2.1M0.6%
TRIPTRIPADVISOR INC152.5K$2.1M0.6%
EGOELDORADO GOLD CORP NEW67.1K$2.1M0.6%
ENTGENTEGRIS INC11.6K$2.1M0.6%
IMCRIMMUNOCORE HLDGS PLC65.2K$2.1M0.6%
BTDRBITDEER TECHNOLOGIES GROUP125.2K$2.0M0.6%
NBISNEBIUS GROUP N.V.7.2K$2.0M0.6%
AEISADVANCED ENERGY INDS5.3K$2.0M0.6%
PDDPDD HOLDINGS INC25.7K$2.0M0.6%
FDMT4D MOLECULAR THERAPEUTICS IN145.6K$1.9M0.6%
—AMCOR PLC42.9K$1.9M0.6%
PGENPRECIGEN INC321.3K$1.8M0.5%
NAVNNAVAN INC79.8K$1.8M0.5%
RCUSARCUS BIOSCIENCES INC57.0K$1.8M0.5%
SNDKSANDISK CORP760$1.7M0.5%
WDCWESTERN DIGITAL CORP2.7K$1.7M0.5%
ABVXABIVAX SA292$1.5M0.4%
TGBTREKOR METALS LTD214.3K$1.5M0.4%
STXSEAGATE TECHNOLOGY HLDNGS PL1.5K$1.4M0.4%
CHTREXPAND ENERGY CORPORATION16.3K$1.4M0.4%
JNJJOHNSON & JOHNSON5.6K$1.4M0.4%
HBMHUDBAY MINERALS INC59.0K$1.4M0.4%
LRCXLAM RESEARCH CORP3.2K$1.4M0.4%
MUMICRON TECHNOLOGY INC1.2K$1.4M0.4%
SNDKSANDISK CORP600$1.4M0.4%
NVONOVO-NORDISK A S25.6K$1.2M0.4%
WDCWESTERN DIGITAL CORP1.9K$1.2M0.4%
EQXEQUINOX GOLD CORP123.4K$1.2M0.4%
DOCNDIGITALOCEAN HLDGS INC7.5K$1.2M0.4%
SHOPSHOPIFY INC10.0K$1.1M0.3%
CRVSCORVUS PHARMACEUTICALS INC74.8K$1.1M0.3%
—SIMILARWEB LTD180.0K$1.1M0.3%
RLAYRELAY THERAPEUTICS INC58.9K$1.1M0.3%
VKTXVIKING THERAPEUTICS INC564$1.1M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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