Institutions / Persistent Asset Partners Ltd
Persistent Asset Partners Ltd
CIK 2056052 · Institution · as of Jun 30, 2026
Portfolio value
$316.95M
Positions
725
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$316.95M+52.4%Positions
725+163.6%Top holdings
Jun 30, 2026View all 725 →
| Company | Value | % of portfolio |
|---|---|---|
| Intel Corp | $24.17M | 7.6% |
| Robinhood Markets, Inc. | $19.16M | 6.0% |
| Stmicroelectronics N V | $16.90M | 5.3% |
| Amphenol Corp /De | $13.31M | 4.2% |
| Seagate Technology Holdings PLC | $8.94M | 2.8% |
| United Therapeutics Corp | $7.58M | 2.4% |
| Revolution Medicines, Inc. | $7.25M | 2.3% |
| Snowflake Inc. | $7.07M | 2.2% |
| Ford Motor Co | $6.20M | 2.0% |
| Abivax SA | $5.90M | 1.9% |
| Applied Materials Inc /De | $5.62M | 1.8% |
| Cogent Biosciences, Inc. | $5.35M | 1.7% |
| Kla Corp | $4.96M | 1.6% |
| BioMarin Pharmaceutical Inc | $4.57M | 1.4% |
| Viking Therapeutics Inc | $4.40M | 1.4% |
| Cadence Design Systems Inc | $4.17M | 1.3% |
| Lam Research Corp | $3.82M | 1.2% |
| Semtech Corp | $3.54M | 1.1% |
| Honeywell International Inc | $3.46M | 1.1% |
| Honeywell Aerospace Inc.HONA | $3.42M | 1.1% |
| Western Digital Corp | $3.10M | 1.0% |
| Sandisk Corp | $3.09M | 1.0% |
| Edgewise Therapeutics, Inc. | $2.82M | 0.9% |
| Littelfuse Inc /De | $2.70M | 0.9% |
| Corning Inc /Ny | $2.39M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Sandisk Corp | $-37.94M | -17K -92.46% | 1,360 0.98% of portfolio | medium |
| Q2 2026 as of | Add | Robinhood Markets, Inc. | $18.50M | +184K +2787.07% | 191,095 6.05% of portfolio | medium |
| Q2 2026 as of | New | 861012102 | $16.90M | +226K | 225,636 5.33% of portfolio | medium |
| Q2 2026 as of | Trim | Centene Corp | $-14.08M | -219K -99.46% | 1,192 0.02% of portfolio | medium |
| Q2 2026 as of | New | Amphenol Corp /De | $13.31M | +76K | 75,502 4.20% of portfolio | medium |
| Q2 2026 as of | New | Seagate Technology Holdings PLC | $8.94M | +9K | 9,265 2.82% of portfolio | medium |
| Q2 2026 as of | Trim | Elevance Health Inc | $-8.91M | -23K -99.97% | 6 <0.01% of portfolio | medium |
| Q2 2026 as of | Exit | Molina Healthcare Inc | $-8.90M | -51K -100.00% | — | medium |
| Q4 2025 as of | New | Molina Healthcare Inc | $8.90M | +51K | 51,285 2.81% of portfolio | medium |
| Q2 2026 as of | New | Snowflake Inc. | $7.07M | +28K | 27,783 2.23% of portfolio | medium |