Filed: 8/7/2026ACC: 0002056052-26-000004
📋 What this filing means
PERSISTENT ASSET PARTNERS LTD filed this quarterly 13F‑HR report disclosing 760 equity positions with a total reported market value of $335.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
760
Positions
$335.13M
Total AUM (reported)
10.04M
Total Shares
Allocation by class
COM$185.40M55.3%
COM NEW$24.92M7.4%
COM CL A$22.25M6.6%
CL A$19.45M5.8%
NY REGISTRY$16.90M5.0%
SPONSORED ADS$12.25M3.7%
COM SHS$9.81M2.9%
Portfolio Concentration
Top 3$60.30M18.0%
4–10$58.91M17.6%
11–25$59.65M17.8%
Rest$156.28M46.6%
Top 3 weight
18.0%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 10.04M
Sole
Full voting authority
10.04M
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)
Sole760
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings760
Rows:
INTEL CORP
SOLEShares173.15K
TypeSH
Market value$24.24M
7.23%
Sole
173.15K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares191.09K
TypeSH
Market value$19.16M
5.72%
Sole
191.09K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares225.64K
TypeSH
Market value$16.90M
5.04%
Sole
225.64K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares75.50K
TypeSH
Market value$13.31M
3.97%
Sole
75.50K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares9.27K
TypeSH
Market value$8.94M
2.67%
Sole
9.27K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares45.79K
TypeSH
Market value$7.98M
2.38%
Sole
45.79K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares13.98K
TypeSH
Market value$7.58M
2.26%
Sole
13.98K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares38.73K
TypeSH
Market value$7.25M
2.16%
Sole
38.73K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares27.78K
TypeSH
Market value$7.07M
2.11%
Sole
27.78K
Shared
0.00
None
0.00
VIKING THERAPEUTICS INC
SOLEShares116.73K
TypeSH
Market value$6.78M
2.02%
Sole
116.73K
Shared
0.00
None
0.00
FORD MTR CO
SOLEShares445.84K
TypeSH
Market value$6.20M
1.85%
Sole
445.84K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares7.78K
TypeSH
Market value$5.62M
1.68%
Sole
7.78K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares138.27K
TypeSH
Market value$5.35M
1.60%
Sole
138.27K
Shared
0.00
None
0.00
KLA CORP
SOLEShares16.44K
TypeSH
Market value$4.97M
1.48%
Sole
16.44K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares79.93K
TypeSH
Market value$4.57M
1.36%
Sole
79.93K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares11.11K
TypeSH
Market value$4.17M
1.24%
Sole
11.11K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares8.82K
TypeSH
Market value$3.82M
1.14%
Sole
8.82K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares21.85K
TypeSH
Market value$3.54M
1.06%
Sole
21.85K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares15.45K
TypeSH
Market value$3.46M
1.03%
Sole
15.45K
Shared
0.00
None
0.00
HONEYWELL AEROSPACE INC
SOLEShares15.45K
TypeSH
Market value$3.42M
1.02%
Sole
15.45K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares1.36K
TypeSH
Market value$3.16M
0.94%
Sole
1.36K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares4.86K
TypeSH
Market value$3.10M
0.93%
Sole
4.86K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares69.44K
TypeSH
Market value$2.82M
0.84%
Sole
69.44K
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares56.93K
TypeSH
Market value$2.74M
0.82%
Sole
56.93K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares5.93K
TypeSH
Market value$2.70M
0.81%
Sole
5.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 173.15K | SH | $24.24M 7.23% | 173.15K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 191.09K | SH | $19.16M 5.72% | 191.09K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 225.64K | SH | $16.90M 5.04% | 225.64K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 75.50K | SH | $13.31M 3.97% | 75.50K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 9.27K | SH | $8.94M 2.67% | 9.27K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 45.79K | SH | $7.98M 2.38% | 45.79K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 13.98K | SH | $7.58M 2.26% | 13.98K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 38.73K | SH | $7.25M 2.16% | 38.73K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 27.78K | SH | $7.07M 2.11% | 27.78K | 0.00 | 0.00 |
VIKING THERAPEUTICS INCSOLE | COM | 116.73K | SH | $6.78M 2.02% | 116.73K | 0.00 | 0.00 |
FORD MTR COSOLE | COM | 445.84K | SH | $6.20M 1.85% | 445.84K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 7.78K | SH | $5.62M 1.68% | 7.78K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 138.27K | SH | $5.35M 1.60% | 138.27K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 16.44K | SH | $4.97M 1.48% | 16.44K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 79.93K | SH | $4.57M 1.36% | 79.93K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 11.11K | SH | $4.17M 1.24% | 11.11K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 8.82K | SH | $3.82M 1.14% | 8.82K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 21.85K | SH | $3.54M 1.06% | 21.85K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 15.45K | SH | $3.46M 1.03% | 15.45K | 0.00 | 0.00 |
HONEYWELL AEROSPACE INCSOLE | COM | 15.45K | SH | $3.42M 1.02% | 15.45K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 1.36K | SH | $3.16M 0.94% | 1.36K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 4.86K | SH | $3.10M 0.93% | 4.86K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 69.44K | SH | $2.82M 0.84% | 69.44K | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 56.93K | SH | $2.74M 0.82% | 56.93K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 5.93K | SH | $2.70M 0.81% | 5.93K | 0.00 | 0.00 |
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