§ 13F · FUND PROFILE
Persistent Asset Partners Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $291M (13F)Positions · 574Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$74M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 21K | $14M | 5.4% | +265% |
| 2 | AXTI | AXT INC | 234K | $13M | 5.0% | −24% |
| 3 | TSEM | TOWER SEMICONDUCTOR LTD | 68K | $12M | 4.4% | NEW |
| 4 | INTC | INTEL CORP | 248K | $11M | 4.1% | +89% |
| 5 | SNDK | SANDISK CORP | 14K | $9M | 3.3% | −21% |
| 6 | GLW | CORNING INC | 59K | $8M | 3.0% | +1020% |
| 7 | NVDA | NVIDIA CORPORATION | 40K | $7M | 2.6% | +144% |
| 8 | MU | MICRON TECHNOLOGY INC | 15K | $5M | 1.8% | +199% |
| 9 | CIEN | CIENA CORP | 12K | $5M | 1.7% | NEW |
| 10 | VKTX | VIKING THERAPEUTICS INC | 133K | $4M | 1.6% | +49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERSISTENT SIGNAL
AC read
Persistent Asset Partners Ltd is a Other fund managing $291 million in assets. The fund runs a broad portfolio of 574 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed