Persistent Asset Partners Ltd Top Holdings and 13F Report (2026) About Persistent Asset Partners LtdInvestment ActivityPersistent Asset Partners Ltd has $335.13 million in total holdings as of June 30, 2026.Persistent Asset Partners Ltd owns shares of 760 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 62.92% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Persistent Asset Partners Ltd has purchased 283 new stocks and bought additional shares in 69 stocks.Persistent Asset Partners Ltd sold shares of 97 stocks and completely divested from 113 stocks this quarter.Largest Holdings Intel $24,237,038Robinhood Markets $19,163,007STMicroelectronics $16,897,880Amphenol $13,312,513Seagate Technology $8,940,725 Largest New Holdings this Quarter 770700102 - Robinhood Markets $19,163,007 Holding861012102 - STMicroelectronics $16,897,880 Holding032095101 - Amphenol $13,312,513 HoldingG7997R103 - Seagate Technology $8,940,725 Holding833445109 - Snowflake $7,070,774 Holding Largest Purchases this Quarter Robinhood Markets 191,095 shares (about $19.16M)STMicroelectronics 225,636 shares (about $16.90M)Amphenol 75,502 shares (about $13.31M)Seagate Technology 9,265 shares (about $8.94M)Snowflake 27,783 shares (about $7.07M) Largest Sales this Quarter Eyepoint Pharmaceuticals 58,995 shares (about $40.89M)TENAX THERAPEUTICS INC 57,400 shares (about $35.33M)SANDISK CORP 12,919 shares (about $29.93M)Micron Technology 14,494 shares (about $16.97M)ASTERA LABS INC 33,356 shares (about $16.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPersistent Asset Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINTCIntel$24,237,038$14,170,922 â–¼-36.9%173,1517.2%TechnologyHOODRobinhood Markets$19,163,007$19,163,007 â–²New Holding191,0955.7%FinanceSTMSTMicroelectronics$16,897,880$16,897,880 â–²New Holding225,6365.0%TechnologyAPHAmphenol$13,312,513$13,312,513 â–²New Holding75,5024.0%TechnologySTXSeagate Technology$8,940,725$8,940,725 â–²New Holding9,2652.7%TechnologyABIVAX SA$7,977,880$3,910,712 â–²96.2%45,7902.4%SPONSORED ADSUTHRUnited Therapeutics$7,575,325$3,752,714 â–²98.2%13,9812.3%HealthcareRVMDRevolution Medicines$7,252,605$2,315,904 â–²46.9%38,7262.2%HealthcareSNOWSnowflake$7,070,774$7,070,774 â–²New Holding27,7832.1%TechnologyVKTXViking Therapeutics$6,778,487$1,045,386 â–¼-13.4%116,7352.0%HealthcareFFord Motor$6,197,134$6,197,134 â–²New Holding445,8371.8%Consumer DiscretionaryAMATApplied Materials$5,624,940$5,624,940 â–²New Holding7,7801.7%TechnologyCOGTCogent Biosciences$5,351,127$1,770,757 â–²49.5%138,2721.6%HealthcareKLACKLA$4,973,172$4,973,172 â–²New Holding16,4441.5%TechnologyBMRNBioMarin Pharmaceutical$4,573,766$2,429,618 â–²113.3%79,9331.4%HealthcareCDNSCadence Design Systems$4,170,181$4,170,181 â–²New Holding11,1111.2%TechnologyLAM RESEARCH CORP$3,823,704$3,823,704 â–²New Holding8,8241.1%COM NEWSMTCSemtech$3,536,261$1,538,546 â–¼-30.3%21,8491.1%TechnologyHONEYWELL INTL INC$3,459,255$3,459,255 â–²New Holding15,4501.0%COMHONEYWELL AEROSPACE INC$3,415,686$3,415,686 â–²New Holding15,4501.0%COMSANDISK CORP$3,157,936$29,932,043 â–¼-90.5%1,3630.9%COMWDCWestern Digital$3,103,540$3,103,540 â–²New Holding4,8590.9%TechnologyEWTXEdgewise Therapeutics$2,821,388$2,391,035 â–²555.6%69,4410.8%HealthcareKODKodiak Sciences$2,744,635$239,335 â–²9.6%56,9260.8%HealthcareLFUSLittelfuse$2,698,741$2,698,741 â–²New Holding5,9270.8%TechnologyGLWCorning$2,421,111$12,837,026 â–¼-84.1%9,3770.7%TechnologyMUMicron Technology$2,407,876$16,974,589 â–¼-87.6%2,0560.7%TechnologyONTOOnto Innovation$2,250,642$2,250,642 â–²New Holding5,9470.7%TechnologyTRIPTripAdvisor$2,172,431$801,431 â–²58.5%158,4560.6%Communication ServicesPDDPDD$2,146,900$1,023,143 â–²91.0%28,1450.6%Consumer DiscretionaryAEISAdvanced Energy Industries$2,142,884$2,142,884 â–²New Holding5,7470.6%TechnologyNXENexGen Energy$2,126,295$105,142 â–¼-4.7%226,7410.6%EnergyEGOEldorado Gold$2,085,828$461,500 â–²28.4%67,0900.6%MaterialsPGENPrecigen$2,082,721$2,000,965 â–²2,447.5%356,0880.6%HealthcareENTGEntegris$2,080,620$2,080,620 â–²New Holding11,5680.6%TechnologyIMCRImmunocore$2,070,545$516,001 â–²33.2%65,2140.6%HealthcareYNDXYandex$2,006,154$3,085,183 â–¼-60.6%7,1580.6%TechnologyBTDRBitdeer Technologies Group$1,987,686$513,918 â–²34.9%125,2480.6%TechnologyFDMT4D Molecular Therapeutics$1,936,281$1,936,281 â–²New Holding145,5850.6%HealthcareAMCOR PLC$1,859,715$579,199 â–²45.2%42,9000.6%COM NEWRCUSArcus Biosciences$1,856,750$91,892 â–¼-4.7%57,3640.6%HealthcareNAVAN INC$1,825,987$1,825,987 â–²New Holding79,8420.5%CL AMKSIMKS$1,591,049$1,359,753 â–²587.9%3,5770.5%TechnologyCORTCorcept Therapeutics$1,552,197$7,124,110 â–¼-82.1%5240.5%HealthcareEXPAND ENERGY CORPORATION$1,506,609$359,481 â–²31.3%17,1750.4%COMTREKOR METALS LTD$1,474,226$1,474,226 â–²New Holding214,2770.4%COMTRMDTorm$1,461,173$1,461,173 â–²New Holding56,2150.4%EnergyJNJJohnson & Johnson$1,423,502$2,028,713 â–¼-58.8%5,6050.4%HealthcareNVONovo Nordisk A/S$1,423,258$1,211,619 â–²572.5%25,7430.4%HealthcareQUREuniQure$1,420,772$88,753 â–²6.7%9,8290.4%HealthcareCRVSCorvus Pharmaceuticals$1,391,835$237,388 â–²20.6%75,1360.4%HealthcareHBMHudBay Minerals$1,391,023$1,391,023 â–²New Holding58,9970.4%MaterialsCMB.TECH NV$1,370,580$197,253 â–¼-12.6%97,1310.4%SHSGLNGGolar LNG$1,328,838$1,328,838 â–²New Holding26,7430.4%EnergyRLAYRelay Therapeutics$1,322,666$1,016,608 â–²332.2%70,6930.4%HealthcareBIOAGE LABS INC$1,255,781$751,413 â–²149.0%37,7630.4%COMEQXEquinox Gold$1,199,701$35,565 â–²3.1%123,4260.4%MaterialsDIGITALOCEAN HLDGS INC$1,185,577$1,183,222 â–²50,233.3%7,5500.4%COMPCVXVaxcyte$1,157,912$746,897 â–²181.7%15,3650.3%HealthcareSHOPIFY INC$1,141,800$1,141,800 â–²New Holding10,0000.3%CL A SUB VTG SHSSMWBSimilarweb$1,103,4000.0%180,0000.3%TechnologyCAPRCapricor Therapeutics$1,102,016$10,155,982 â–¼-90.2%2,1870.3%HealthcareOKEANIS ECO TANKERS COR$1,099,195$1,099,195 â–²New Holding22,1870.3%SHSGLUEMonte Rosa Therapeutics$1,082,874$407,305 â–¼-27.3%34,5170.3%HealthcareKYMRKymera Therapeutics$1,024,082$1,024,082 â–²New Holding3810.3%HealthcareINDIVIOR PHARMACEUTICALS INC$1,023,042$284,010 â–²38.4%24,9340.3%COMCGAUCenterra Gold$1,005,131$1,005,131 â–²New Holding63,4810.3%MaterialsRSPInvesco S&P 500 Equal Weight ETF$992,998$992,998 â–²New Holding4,6670.3%ETFCRBPCorbus Pharmaceuticals$956,563$401,753 â–¼-29.6%78,5340.3%HealthcareZYMEWORKS INC$939,3410.0%35,9350.3%COMTSHATaysha Gene Therapies$908,529$908,529 â–²New Holding133,4110.3%HealthcareSLSSELLAS Life Sciences Group$883,046$355,168 â–²67.3%1,2680.3%HealthcareCPNGCoupang$869,611$869,611 â–²New Holding50,0640.3%Consumer DiscretionaryCSIQCanadian Solar$850,870$49,870 â–²6.2%53,1130.3%TechnologyPOWER SOLUTIONS INTL INC$850,291$683,258 â–²409.1%21,8640.3%COM NEWSMMTSummit Therapeutics$823,654$823,654 â–²New Holding18,0160.2%HealthcareCRH PLC$821,546$381,455 â–¼-31.7%7,6780.2%ORDQNITY ELECTRONICS INC$791,074$44,094 â–¼-5.3%4,8440.2%COMMON STOCKIVAInventiva$790,708$306,494 â–²63.3%209,1820.2%HealthcareBTGB2Gold$780,957$780,957 â–²New Holding208,8120.2%MaterialsSPYRE THERAPEUTICS INC$777,713$351,303 â–²82.4%8,7600.2%COM NEWLPGDorian LPG$773,553$773,553 â–²New Holding21,9510.2%EnergyMRVLMarvell Technology$773,314$3,904,106 â–¼-83.5%2,4310.2%TechnologyAZNCFAstraZeneca$769,478$535,108 â–²228.3%4,0580.2%HealthcareNRIXNurix Therapeutics$751,405$751,405 â–²New Holding30,9730.2%HealthcareVERAVera Therapeutics$735,811$735,811 â–²New Holding16,6120.2%HealthcareFSLRFirst Solar$702,097$37,983 â–¼-5.1%3,0130.2%TechnologyORUKA THERAPEUTICS INC$674,279$674,279 â–²New Holding7,0850.2%COMDEFINIUM THERAPEUTICS INC$648,118$97,984 â–¼-13.1%13,7780.2%COM SHSGHGuardant Health$641,379$28,356 â–²4.6%4,2750.2%HealthcareBEBloom Energy$636,418$560,617 â–²739.6%2,0570.2%IndustrialsDARDarling Ingredients$632,538$119,215 â–²23.2%11,9010.2%Consumer StaplesPBFPBF Energy$631,727$333,739 â–²112.0%13,6060.2%EnergySNYSanofi$629,235$204,939 â–²48.3%14,7500.2%HealthcareTMOThermo Fisher Scientific$619,180$366,996 â–²145.5%1,2350.2%HealthcareSYKStryker$603,863$254,391 â–²72.8%1,9180.2%HealthcareRLMDRelmada Therapeutics$598,186$246,837 â–²70.3%86,4430.2%HealthcareUNHUnitedHealth Group$593,104$593,104 â–²New Holding1,4270.2%HealthcareWGSGeneDx$587,301$587,301 â–²New Holding8,5550.2%HealthcareSPLVInvesco S&P 500 Low Volatility ETF$575,232$575,232 â–²New Holding7,6800.2%ETFShowing largest 100 holdings. 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