Filed: 5/12/2026ACC: 0002056052-26-000003
📋 What this filing means
PERSISTENT ASSET PARTNERS LTD filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $268.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$268.26M
Total AUM (reported)
7.73M
Total Shares
Allocation by class
COM$190.26M70.9%
COM NEW$19.08M7.1%
SPONSORED ADS$12.43M4.6%
SHS NEW$12.02M4.5%
SHS$5.68M2.1%
CL A$3.22M1.2%
SHS USD$3.01M1.1%
Portfolio Concentration
Top 3$39.95M14.9%
4–10$51.98M19.4%
11–25$48.97M18.3%
Rest$127.36M47.5%
Top 3 weight
14.9%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 7.73M
Sole
Full voting authority
7.73M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole283
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings283
Rows:
LUMENTUM HLDGS INC
SOLEShares20.67K
TypeSH
Market value$14.53M
5.42%
Sole
20.67K
Shared
0.00
None
0.00
AXT INC
SOLEShares233.56K
TypeSH
Market value$13.31M
4.96%
Sole
233.56K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares274.39K
TypeSH
Market value$12.11M
4.51%
Sole
274.39K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares67.61K
TypeSH
Market value$11.86M
4.42%
Sole
67.61K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares14.28K
TypeSH
Market value$9.07M
3.38%
Sole
14.28K
Shared
0.00
None
0.00
CORNING INC
SOLEShares59.09K
TypeSH
Market value$8.04M
3.00%
Sole
59.09K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares39.94K
TypeSH
Market value$6.96M
2.60%
Sole
39.94K
Shared
0.00
None
0.00
VIKING THERAPEUTICS INC
SOLEShares134.74K
TypeSH
Market value$5.85M
2.18%
Sole
134.74K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares16.55K
TypeSH
Market value$5.59M
2.08%
Sole
16.55K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares11.84K
TypeSH
Market value$4.60M
1.71%
Sole
11.84K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares7.05K
TypeSH
Market value$4.24M
1.58%
Sole
7.05K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares12.49K
TypeSH
Market value$4.22M
1.57%
Sole
12.49K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares33.52K
TypeSH
Market value$3.67M
1.37%
Sole
33.52K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares92.52K
TypeSH
Market value$3.56M
1.33%
Sole
92.52K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares15.69K
TypeSH
Market value$3.49M
1.30%
Sole
15.69K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares13.59K
TypeSH
Market value$3.32M
1.24%
Sole
13.59K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares11.15K
TypeSH
Market value$3.31M
1.23%
Sole
11.15K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares13.74K
TypeSH
Market value$3.27M
1.22%
Sole
13.74K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares23.34K
TypeSH
Market value$3.16M
1.18%
Sole
23.34K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares15.90K
TypeSH
Market value$3.01M
1.12%
Sole
15.90K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares13.52K
TypeSH
Market value$2.83M
1.05%
Sole
13.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares9.67K
TypeSH
Market value$2.77M
1.03%
Sole
9.67K
Shared
0.00
None
0.00
NEXGEN ENERGY LTD
SOLEShares237.95K
TypeSH
Market value$2.76M
1.03%
Sole
237.95K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares12.68K
TypeSH
Market value$2.75M
1.02%
Sole
12.68K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares26.36K
TypeSH
Market value$2.62M
0.98%
Sole
26.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HLDGS INCSOLE | COM | 20.67K | SH | $14.53M 5.42% | 20.67K | 0.00 | 0.00 |
AXT INCSOLE | COM | 233.56K | SH | $13.31M 4.96% | 233.56K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 274.39K | SH | $12.11M 4.51% | 274.39K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 67.61K | SH | $11.86M 4.42% | 67.61K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 14.28K | SH | $9.07M 3.38% | 14.28K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 59.09K | SH | $8.04M 3.00% | 59.09K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 39.94K | SH | $6.96M 2.60% | 39.94K | 0.00 | 0.00 |
VIKING THERAPEUTICS INCSOLE | COM | 134.74K | SH | $5.85M 2.18% | 134.74K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 16.55K | SH | $5.59M 2.08% | 16.55K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 11.84K | SH | $4.60M 1.71% | 11.84K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 7.05K | SH | $4.24M 1.58% | 7.05K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 12.49K | SH | $4.22M 1.57% | 12.49K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 33.52K | SH | $3.67M 1.37% | 33.52K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 92.52K | SH | $3.56M 1.33% | 92.52K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 15.69K | SH | $3.49M 1.30% | 15.69K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 13.59K | SH | $3.32M 1.24% | 13.59K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 11.15K | SH | $3.31M 1.23% | 11.15K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 13.74K | SH | $3.27M 1.22% | 13.74K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 23.34K | SH | $3.16M 1.18% | 23.34K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 15.90K | SH | $3.01M 1.12% | 15.90K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 13.52K | SH | $2.83M 1.05% | 13.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 9.67K | SH | $2.77M 1.03% | 9.67K | 0.00 | 0.00 |
NEXGEN ENERGY LTDSOLE | COM | 237.95K | SH | $2.76M 1.03% | 237.95K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 12.68K | SH | $2.75M 1.02% | 12.68K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 26.36K | SH | $2.62M 0.98% | 26.36K | 0.00 | 0.00 |
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