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Persistent Asset Partners Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2056052

$335.1M

disclosed book value

760

positions

7.2%

largest position share

Positions, as of 2026-06-30

top 100 of 760 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1INTCINTEL CORP173,113$24.2M7.2%
2HOODROBINHOOD MKTS INC191,095$19.2M5.7%
3STMSTMICROELECTRONICS N V225,636$16.9M5%
4APHAMPHENOL CORP75,502$13.3M4%
5SEAGATE TECHNOLOGY HLDNGS PL9,265$8.9M2.7%
6UTHRUNITED THERAPEUTICS CORP DEL13,981$7.6M2.3%
7RVMDREVOLUTION MEDICINES INC38,726$7.3M2.2%
8SNOWSNOWFLAKE INC27,783$7.1M2.1%
9FFORD MTR CO445,837$6.2M1.8%
10ABVXABIVAX SA44,256$5.9M1.8%
11AMATAPPLIED MATLS INC7,780$5.6M1.7%
12COGTCOGENT BIOSCIENCES INC138,272$5.4M1.6%
13KLACKLA CORP16,442$5.0M1.5%
14BMRNBIOMARIN PHARMACEUTICAL INC79,933$4.6M1.4%
15VKTXVIKING THERAPEUTICS INC112,736$4.4M1.3%
16CDNSCADENCE DESIGN SYSTEM INC11,111$4.2M1.2%
17LRCXLAM RESEARCH CORP8,824$3.8M1.1%
18SMTCSEMTECH CORP21,849$3.5M1.1%
19HONHONEYWELL INTL INC15,450$3.5M1%
20HONAHONEYWELL AEROSPACE INC15,450$3.4M1%
21WDCWESTERN DIGITAL CORP4,859$3.1M0.9%
22SNDKSANDISK CORP1,360$3.1M0.9%
23EWTXEDGEWISE THERAPEUTICS INC69,441$2.8M0.8%
24LFUSLITTELFUSE INC5,927$2.7M0.8%
25GLWCORNING INC9,368$2.4M0.7%
26MUMICRON TECHNOLOGY INC2,053$2.4M0.7%
27VKTXVIKING THERAPEUTICS INCCALL3,105$2.3M0.7%
28ONTOONTO INNOVATION INC5,947$2.3M0.7%
29KODKODIAK SCIENCES INC56,052$2.2M0.7%
30TRIPTRIPADVISOR INC158,456$2.2M0.6%
31PDDPDD HOLDINGS INC28,145$2.1M0.6%
32AEISADVANCED ENERGY INDS5,747$2.1M0.6%
33NXENEXGEN ENERGY LTD226,741$2.1M0.6%
34EGOELDORADO GOLD CORP NEW67,090$2.1M0.6%
35ENTGENTEGRIS INC11,568$2.1M0.6%
36IMCRIMMUNOCORE HLDGS PLC65,214$2.1M0.6%
37ABVXABIVAX SACALL890$2.1M0.6%
38PGENPRECIGEN INC355,767$2.0M0.6%
39BITDEER TECHNOLOGIES GROUP125,248$2.0M0.6%
40NEBIUS GROUP N.V.7,153$2.0M0.6%
41FDMT4D MOLECULAR THERAPEUTICS IN145,585$1.9M0.6%
42AMCOR PLC42,900$1.9M0.6%
43NAVNNAVAN INC79,842$1.8M0.5%
44RCUSARCUS BIOSCIENCES INC57,048$1.8M0.5%
45MKSIMKS INC.3,577$1.6M0.5%
46CORTCORCEPT THERAPEUTICS INCCALL524$1.6M0.5%
47EXEEXPAND ENERGY CORPORATION17,175$1.5M0.4%
48TGBTREKOR METALS LTD214,277$1.5M0.4%
49TORM PLC56,215$1.5M0.4%
50JNJJOHNSON & JOHNSON5,605$1.4M0.4%
51HBMHUDBAY MINERALS INC58,997$1.4M0.4%
52CMB.TECH NV97,131$1.4M0.4%
53GOLAR LNG LTD26,743$1.3M0.4%
54RLAYRELAY THERAPEUTICS INC70,693$1.3M0.4%
55NVONOVO-NORDISK A S25,600$1.2M0.4%
56EQXEQUINOX GOLD CORP123,426$1.2M0.4%
57DOCNDIGITALOCEAN HLDGS INC7,550$1.2M0.4%
58SHOPSHOPIFY INC10,000$1.1M0.3%
59CRVSCORVUS PHARMACEUTICALS INC74,796$1.1M0.3%
60SIMILARWEB LTD180,000$1.1M0.3%
61OKEANIS ECO TANKERS COR22,187$1.1M0.3%
62KYMRKYMERA THERAPEUTICS INCCALL381$1.0M0.3%
63INDVINDIVIOR PHARMACEUTICALS INC24,934$1.0M0.3%
64CGAUCENTERRA GOLD INC63,481$1.0M0.3%
65RSPINVESCO EXCHANGE TRADED FD T4,667$992,9980.3%
66UNIQURE NVCALL596$982,5650.3%
67ZYMEZYMEWORKS INC35,935$939,3410.3%
68BIOABIOAGE LABS INC37,253$913,0710.3%
69TSHATAYSHA GENE THERAPIES INC133,411$908,5290.3%
70PCVXVAXCYTE INC15,105$878,0540.3%
71CPNGCOUPANG INC50,064$869,6110.3%
72SLSSELLAS LIFE SCIENCES GROUP ICALL1,013$852,8950.3%
73CSIQCANADIAN SOLAR INC53,113$850,8700.3%
74PSIXPOWER SOLUTIONS INTL INC21,864$850,2910.3%
75GLUEMONTE ROSA THERAPEUTICS INC34,083$824,8080.2%
76CRH PLC7,678$821,5460.2%
77QQNITY ELECTRONICS INC4,844$791,0740.2%
78IVAINVENTIVA SA209,182$790,7080.2%
79BTGB2GOLD CORP208,812$780,9570.2%
80SYRESPYRE THERAPEUTICS INC8,760$777,7130.2%
81DORIAN LPG LTD21,951$773,5530.2%
82ASTRAZENECA PLC4,058$769,4780.2%
83NRIXNURIX THERAPEUTICS INC30,973$751,4050.2%
84CRBPCORBUS PHARMACEUTICALS HLDGS76,919$721,5000.2%
85MRVLMARVELL TECHNOLOGY INC2,421$721,1920.2%
86VERAVERA THERAPEUTICS INC16,485$707,3720.2%
87FSLRFIRST SOLAR INC3,013$702,0970.2%
88CAPRCAPRICOR THERAPEUTICS INCCALL831$697,0760.2%
89ORKAORUKA THERAPEUTICS INC7,085$674,2790.2%
90DFTXDEFINIUM THERAPEUTICS INC13,778$648,1180.2%
91GHGUARDANT HEALTH INC4,275$641,3790.2%
92DARDARLING INGREDIENTS INC11,901$632,5380.2%
93PBFPBF ENERGY INC13,606$631,7270.2%
94SNYSANOFI SA14,750$629,2350.2%
95BEBLOOM ENERGY CORP2,054$621,7460.2%
96TMOTHERMO FISHER SCIENTIFIC INC1,235$619,1800.2%
97SYKSTRYKER CORPORATION1,918$603,8630.2%
98RLMDRELMADA THERAPEUTICS INC86,443$598,1860.2%
99UNHUNITEDHEALTH GROUP INC1,427$593,1040.2%
100WGSGENEDX HOLDINGS CORP8,555$587,3010.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.