Persistent Asset Partners Ltd
284 holdingsFiling period: 2026-03-31Current AUM: $323.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 20.7K | $14.5M | $14.8M | 4.57% | +15.0K | 2026-03-31 |
| 2 | AXTI | AXT INC | 233.6K | $13.3M | $14.1M | 4.37% | -74,048 | 2026-03-31 |
| 3 | INTC | INTEL CORP | 274.4K | $12.1M | $24.7M | 7.66% | +129.5K | 2026-03-31 |
| 4 | — | TOWER SEMICONDUCTOR LTD | 67.6K | $11.9M | $11.9M | 3.67% | -- | 2026-03-31 |
| 5 | SNDK | SANDISK CORP | 14.3K | $9.1M | $17.3M | 5.37% | -3,765 | 2026-03-31 |
| 6 | GLW | CORNING INC | 59.1K | $8.0M | $8.2M | 2.53% | +53.8K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 39.9K | $7.0M | $8.0M | 2.48% | +23.6K | 2026-03-31 |
| 8 | VKTX | VIKING THERAPEUTICS INC | 134.7K | $5.8M | $5.7M | 1.77% | +44.2K | 2026-03-31 |
| 9 | MU | MICRON TECHNOLOGY INC | 16.6K | $5.6M | $13.6M | 4.22% | +11.0K | 2026-03-31 |
| 10 | CIEN | CIENA CORP | 11.8K | $4.6M | $4.5M | 1.38% | -- | 2026-03-31 |
| 11 | UTHR | UNITED THERAPEUTICS CORP DEL | 7.1K | $4.2M | $3.7M | 1.15% | +3.8K | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.5K | $4.2M | $5.0M | 1.56% | +10.9K | 2026-03-31 |
| 13 | ALAB | ASTERA LABS INC | 33.5K | $3.7M | $10.4M | 3.23% | -- | 2026-03-31 |
| 14 | COGT | COGENT BIOSCIENCES INC | 92.5K | $3.6M | $3.6M | 1.11% | +45.0K | 2026-03-31 |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 15.7K | $3.5M | $3.9M | 1.22% | -- | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 13.6K | $3.3M | $3.5M | 1.08% | -4,115 | 2026-03-31 |
| 17 | TER | TERADYNE INC | 11.2K | $3.3M | $4.1M | 1.27% | -- | 2026-03-31 |
| 18 | COHR | COHERENT CORP | 13.7K | $3.3M | $3.6M | 1.12% | +13.0K | 2026-03-31 |
| 19 | ABVX | ABIVAX SA | 23.3K | $3.2M | $3.5M | 1.10% | -1,069 | 2026-03-31 |
| 20 | — | JAZZ PHARMACEUTICALS PLC | 15.9K | $3.0M | $3.0M | 0.93% | +14.0K | 2026-03-31 |
| 21 | — | TE CONNECTIVITY PLC | 13.5K | $2.8M | $2.8M | 0.87% | -- | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 9.7K | $2.8M | $3.4M | 1.07% | +1.6K | 2026-03-31 |
| 23 | NXE | NEXGEN ENERGY LTD | 238.0K | $2.8M | $2.2M | 0.67% | -5,576 | 2026-03-31 |
| 24 | MOD | MODINE MFG CO | 12.7K | $2.7M | $2.5M | 0.79% | +8.9K | 2026-03-31 |
| 25 | RVMD | REVOLUTION MEDICINES INC | 26.4K | $2.6M | $5.1M | 1.56% | +8.8K | 2026-03-31 |
← Scroll →
Page 1 of 12