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Persistent Asset Partners Ltd

All holdings · as of Jun 30, 2026

725 positions

CompanyClassValue ↓Shares% of portfolio
INTEL CORP—$24.17M173,1137.6%
Robinhood Markets, Inc.—$19.16M191,0956.0%
STMICROELECTRONICS N V—$16.90M225,6365.3%
AMPHENOL CORP /DE—$13.31M75,5024.2%
Seagate Technology Holdings PLC—$8.94M9,2652.8%
United Therapeutics Corp—$7.58M13,9812.4%
Revolution Medicines, Inc.—$7.25M38,7262.3%
Snowflake Inc.—$7.07M27,7832.2%
FORD MOTOR CO—$6.20M445,8372.0%
ABIVAX SA—$5.90M44,2561.9%
APPLIED MATERIALS INC /DE—$5.62M7,7801.8%
Cogent Biosciences, Inc.—$5.35M138,2721.7%
KLA CORP—$4.96M16,4421.6%
BioMarin Pharmaceutical Inc—$4.57M79,9331.4%
Viking Therapeutics Inc—$4.40M112,7361.4%
CADENCE DESIGN SYSTEMS INC—$4.17M11,1111.3%
LAM RESEARCH CORP—$3.82M8,8241.2%
SEMTECH CORP—$3.54M21,8491.1%
HONEYWELL INTERNATIONAL INC—$3.46M15,4501.1%
Honeywell Aerospace Inc.HONACommon Stock$3.42M15,4501.1%
Western Digital Corp—$3.10M4,8591.0%
Sandisk Corp—$3.09M1,3601.0%
Edgewise Therapeutics, Inc.—$2.82M69,4410.9%
LITTELFUSE INC /DE—$2.70M5,9270.9%
CORNING INC /NY—$2.39M9,3680.8%
MICRON TECHNOLOGY INC—$2.37M2,0530.7%
ONTO INNOVATION INC.—$2.25M5,9470.7%
Kodiak Sciences Inc.KODCommon Stock$2.18M56,0520.7%
TripAdvisor, Inc.—$2.17M158,4560.7%
PDD Holdings Inc.PDDADR$2.15M28,1450.7%
ADVANCED ENERGY INDUSTRIES INC—$2.14M5,7470.7%
NEXGEN ENERGY LTD—$2.13M226,7410.7%
ELDORADO GOLD CORP NEW—$2.09M67,0900.7%
Entegris, Inc.—$2.08M11,5680.7%
IMMUNOCORE HOLDINGS PLC-ADRIMCRADR$2.07M65,2140.7%
PRECIGEN, INC.—$2.03M355,7670.6%
Bitdeer Technologies Group—$1.99M125,2480.6%
Nebius Group N.V.—$1.98M7,1530.6%
4D MOLECULAR THERAPEUTICS, INC.—$1.94M145,5850.6%
AMCOR PLC—$1.86M42,9000.6%
Navan, Inc.NAVNCommon Stock$1.83M79,8420.6%
Arcus Biosciences, Inc.—$1.76M57,0480.6%
MKS Inc—$1.59M3,5770.5%
EXPAND ENERGY Corp—$1.51M17,1750.5%
TREKOR METALS LTD—$1.47M214,2770.5%
TORM PLC—$1.46M56,2150.5%
JOHNSON & JOHNSON—$1.42M5,6050.4%
Hudbay Minerals Inc.—$1.39M58,9970.4%
CMB.TECH NV—$1.37M97,1310.4%
GOLAR LNG LTD—$1.33M26,7430.4%
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