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Persistent Asset Partners Ltd

SEC CIK
0002056052
Latest filing
Aug 6, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.

Institution overview
Positions
96
No filing for Q3 2024
Portfolio value
$116.7M
No filing for Q3 2024
Filed
Feb 14, 2025
SEC

Persistent Asset Partners Ltd did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Persistent Asset Partners Ltd in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HUMHumana IncStock38,160$11.2M9.6%––History
DVADavita Inc.COM43,148$7.60M6.5%––History
UNHUnitedHealth Group IncStock11,824$6.41M5.5%––History
PNTGPennant Group, Inc.COM164,992$4.37M3.7%––History
CAHCardinal Health IncStock33,798$4.18M3.6%––History
BTSGBrightSpring Health Services, Inc.COM171,064$4.04M3.5%––History
ALHCAlignment Healthcare, Inc.COM244,154$3.76M3.2%––History
WBAWalgreens Boots Alliance, Inc.COM341,366$3.51M3.0%––History
CNCCentene CorpStock44,545$2.85M2.4%––History
ACHCAcadia Healthcare Company, Inc.COM60,455$2.73M2.3%––History
EHABEnhabit, Inc.COM297,123$2.50M2.1%––History
FCNCAFirst Citizens Bancshares IncCL A994$2.19M1.9%––History
CVSCVS Health CorpStock38,697$2.19M1.9%––History
MCKMcKesson CorpStock3,433$2.04M1.7%––History
CCitigroup IncStock24,853$2.02M1.7%––History
DFSDiscover Financial ServicesCOM9,320$1.87M1.6%––History
BMRNBiomarin Pharmaceutical IncCOM26,856$1.70M1.5%––History
PCVXVaxcyte, Inc.COM19,151$1.69M1.4%––History
CCBCoastal Financial CorpCOM NEW18,641$1.66M1.4%––History
CNOBConnectOne Bancorp, Inc.COM65,235$1.65M1.4%––History
NBIXNeurocrine Biosciences IncStock10,744$1.63M1.4%––History
NXENexGen Energy Ltd.COM234,030$1.53M1.3%––History
FISIFinancial Institutions IncCOM56,715$1.50M1.3%––History
EHTHeHealth, Inc.COM150,035$1.49M1.3%––History
MRKMerck & Co., Inc.Stock13,422$1.33M1.1%––History
OSBCOld Second Bancorp IncCOM68,343$1.28M1.1%––History
QCRHQCR Holdings IncCOM15,532$1.21M1.0%––History
GSGoldman Sachs Group IncStock1,864$1.19M1.0%––History
LLYEli Lilly & CoStock1,468$1.19M1.0%––History
ASNDAscendis Pharma A/SSPONSORED ADR8,940$1.17M1.0%––History
SLNOSoleno Therapeutics IncCOM21,809$1.10M0.9%––History
BPMCBlueprint Medicines CorpCOM9,693$1.09M0.9%––History
RYTMRhythm Pharmaceuticals, Inc.COM18,312$1.09M0.9%––History
HOODRobinhood Markets, Inc.Stock20,315$1.06M0.9%––History
SOFISoFi Technologies, Inc.Stock64,600$1.02M0.9%––History
WFCWells Fargo & CompanyStock12,428$979.3K0.8%––History
EGOEldorado Gold CorpCOM64,120$977.2K0.8%––History
INSMINSMED IncCOM PAR $.0112,500$957.3K0.8%––History
FHNFirst Horizon CorpCOM43,492$952.0K0.8%––History
EQBKEquity Bancshares IncCOM CL A21,746$948.1K0.8%––History
CASHPathward Financial, Inc.COM10,558$841.8K0.7%––History
TARSTarsus Pharmaceuticals, Inc.COM15,477$832.0K0.7%––History
CVECenovus Energy Inc.COM57,041$825.4K0.7%––History
IBOCInternational Bancshares CorpCOM12,425$818.7K0.7%––History
HBMHudbay Minerals Inc.COM92,022$758.4K0.6%––History
APGEApogee Therapeutics, Inc.COM17,940$742.0K0.6%––History
GPKGraphic Packaging Holding CoCOM26,147$717.2K0.6%––History
LNWOLight & Wonder, Inc.COM7,941$709.5K0.6%––History
TGTXTG Therapeutics, Inc.COM22,366$709.0K0.6%––History
SSBSouthState Bank CorpCOM6,210$655.7K0.6%––History
RLAYRelay Therapeutics, Inc.COM145,828$651.9K0.6%––History
RCUSArcus Biosciences, Inc.COM50,213$647.7K0.6%––History
CNTACentessa Pharmaceuticals plcSPONSORED ADS37,701$637.9K0.5%––History
COGTCogent Biosciences, Inc.COM67,617$629.5K0.5%––History
COOPMaverick Merger Sub 2, LLCCOM5,593$580.6K0.5%––History
CRNXCrinetics Pharmaceuticals, Inc.COM13,184$531.3K0.5%––History
SRRKScholar Rock Holding CorpCOM13,103$529.1K0.5%––History
SMBKSmartfinancial Inc.COM NEW14,912$525.8K0.5%––History
CVBFCVB Financial CorpCOM24,853$517.9K0.4%––History
Kraneshares Trust500767306CSI CHI INTERNET16,440$514.2K0.4%–––
VRDNViridian Therapeutics, Inc.COM25,237$489.1K0.4%––History
VBNKVersaBankCOM34,178$473.0K0.4%––History
EWTXEdgewise Therapeutics, Inc.COM16,593$464.9K0.4%––History
Townebank Portsmouth Va89214P109COM12,426$444.5K0.4%–––
SYFSynchrony FinancialCOM6,214$428.6K0.4%––History
REPLReplimune Group, Inc.COM29,103$406.9K0.3%––History
SAGESage Therapeutics, Inc.COM53,721$389.5K0.3%––History
EWBCEast West Bancorp IncCOM3,727$383.8K0.3%––History
NUVLNuvalent, Inc.COM4,435$380.6K0.3%––History
UWMCUWM Holdings CorpCOM CL A62,131$374.6K0.3%––History
WBSWebster Financial CorpCOM6,211$374.2K0.3%––History
KALVKalVista Pharmaceuticals, Inc.COM41,952$373.8K0.3%––History
PFEPfizer IncStock13,530$358.8K0.3%––History
VTGNVistagen Therapeutics, Inc.COM121,651$351.6K0.3%––History
FFBCFirst Financial BancorpCOM12,422$348.1K0.3%––History
EQXEquinox Gold Corp.COM57,072$346.4K0.3%––History
MYFWFirst Western Financial IncCOM14,538$306.8K0.3%––History
RVPHReviva Pharmaceuticals Holdings, Inc.COM161,170$304.6K0.3%––History
ARQTArcutis Biotherapeutics, Inc.COM22,810$302.0K0.3%––History
CLYMClimb Bio, Inc.COM145,760$276.9K0.2%––History
EOLSEvolus, Inc.COM19,054$266.2K0.2%––History
ETNB89bio, Inc.COM26,842$257.7K0.2%––History
VIRVir Biotechnology, Inc.COM24,069$250.3K0.2%––History
ESQEsquire Financial Holdings, Inc.COM2,797$250.0K0.2%––History
RKTRocket Companies, Inc.Stock12,426$156.6K0.1%––History
NKTRNektar TherapeuticsCOM166,572$137.8K0.1%––History
SLSRSolaris Resources Inc.Equities41,812$134.0K0.1%––History
ZVRAZevra Therapeutics, Inc.COM NEW12,831$100.6K0.1%––History
ORICOric Pharmaceuticals, Inc.COM7,373$76.8K0.1%––History
ELDNEledon Pharmaceuticals, Inc.COM14,855$67.1K0.1%––History
GOSSGossamer Bio, Inc.COM65,894$65.5K0.1%––History
TERNTerns Pharmaceuticals, Inc.COM12,807$57.1K<0.1%––History
CADLCandel Therapeutics, Inc.COM6,046$42.7K<0.1%––History
MODVModivCare IncCOM8,757$35.0K<0.1%––History
CMRXChimerix IncCOM8,813$34.7K<0.1%––History
QTTBQ32 Bio Inc.COM6,019$18.2K<0.1%––History

Options (40)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Persistent Asset Partners Ltd in Q4 2024
SecurityClassPutsCalls
SLNOSoleno Therapeutics IncCOM$129.7K$328.7K
KROSKeros Therapeutics, Inc.COM$360.1K$6.99K
QTTBQ32 Bio Inc.COM$343.9K$850
BBIOBridgeBio Pharma, Inc.COM–$260.3K
HALOHalozyme Therapeutics, Inc.COM–$237.9K
SPYSPDR S&P 500 ETF TrustETF$224.7K–
RAREUltragenyx Pharmaceutical Inc.COM$174.4K$18.2K
RXRXRecursion Pharmaceuticals, Inc.CL A–$167.6K
State Street SPDR S&P Regional Banking ETF78464A698ETF–$149.8K
AGIOAgios Pharmaceuticals, Inc.COM–$133.3K
NVONovo Nordisk A SADR$33.5K$93.5K
CAPRCapricor Therapeutics, Inc.COM NEW$11.5K$115.0K
ALTAltimmune, Inc.COM NEW–$110.2K
OCULOcular Therapeutix, IncCOM–$103.3K
MRNAModerna, Inc.Stock$268$84.7K
BMEABiomea Fusion, Inc.COM$76.3K–
RKTRocket Companies, Inc.Stock–$74.3K
NKTRNektar TherapeuticsCOM–$73.4K
FOLDAmicus Therapeutics, Inc.COM–$68.2K
EWTXEdgewise Therapeutics, Inc.COM–$60.0K
VERVVerve Therapeutics, Inc.COM–$57.0K
APGEApogee Therapeutics, Inc.COM–$54.5K
COINCoinbase Global, Inc.COM CL A–$45.6K
SOFISoFi Technologies, Inc.Stock–$34.0K
AFRMAffirm Holdings, Inc.COM CL A–$32.2K
GOSSGossamer Bio, Inc.COM–$24.6K
RLAYRelay Therapeutics, Inc.COM–$24.2K
UBXUnity Biotechnology, Inc.COM–$23.4K
CLDXCelldex Therapeutics, Inc.COM NEW–$15.3K
MRKMerck & Co., Inc.Stock$14.2K–
SMMTSummit Therapeutics Inc.COM–$12.2K
KODKodiak Sciences Inc.COM–$5.39K
TGTXTG Therapeutics, Inc.COM–$5.12K
VLYValley National BancorpCOM$3.57K–
FLNAFilana Therapeutics, Inc.COM$2.86K–
JANXJanux Therapeutics, Inc.COM$2.78K–
PFEPfizer IncStock–$537
CORTCorcept Therapeutics IncCOM$438–
ALXOAlx Oncology Holdings IncCOM–$260
LXRXLexicon Pharmaceuticals, Inc.COM NEW–$135