StockDriftsStockDriftsTop 50 Persistent Asset Partners Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 7.63% | 173.1K | $24.2M | -36.91%(-101.28K) | $36.64(+165.39%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 6.05% | 191.1K | $19.2M | new | $80.91(+15.47%) | 2026-06-30 | |
| STM | STMICROELECTRONICS N V | 5.33% | 225.6K | $16.9M | new | $53.10(+4.85%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 4.2% | 75.5K | $13.3M | new | $147.74(+15.59%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.82% | 9.3K | $8.9M | new | $663.71(+22.73%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 2.39% | 14.0K | $7.6M | +102.56%(+7.08K) | $532.46(-0.00%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 2.29% | 38.7K | $7.3M | +48.70%(+12.68K) | $84.70(+139.51%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 2.23% | 27.8K | $7.1M | new | $204.08(+61.21%) | 2026-06-30 | |
| F | FORD MTR CO | 1.96% | 445.8K | $6.2M | new | $12.55(+11.58%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 1.86% | 44.3K | $5.9M | +93.78%(+21.42K) | $100.60(+26.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +157.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +151.81% |
Persistent Asset Partners Ltd reports $335.13M in US-listed equity holdings across 725 positions in its most recent 13F filing. Its largest disclosed positions are INTC (7.6%), HOOD (6.0%) and STM (5.3%). The top 20 holdings account for 50.23% of reported assets. Its disclosed equity book has returned +157.43% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Persistent Asset Partners Ltd, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Persistent Asset Partners Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056052). View Persistent Asset Partners Ltd’s 13F filings on SEC