Institutional Fund
Persistent Asset Partners Ltd
Hong Kong, Hong KongCIK 20560526 filings on record
Portfolio Value
$257.40M
Q1 2026
Holdings
238
Reported positions
New Buys
92
Opened this quarter
QoQ Change
+23.7%
from $208.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lumentum Hldgs Inc5.6%
- Axt Inc5.2%
- Intel Corp4.7%
- Tower Semiconductor Ltd4.6%
- Sandisk Corp3.5%
- Corning Inc3.1%
- Other73.2%
Portfolio Holdings
238 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 20.7K | $14.53M | 5.6% | +15.0K | Added |
| 2 | Axt Inc | 233.6K | $13.31M | 5.2% | −74.0K | Reduced |
| 3 | Intel Corp | 274.4K | $12.11M | 4.7% | +129.5K | Added |
| 4 | Tower Semiconductor Ltd | 67.6K | $11.86M | 4.6% | +67.6K | New |
| 5 | Sandisk Corp | 14.3K | $9.07M | 3.5% | −3.8K | Reduced |
| 6 | Corning Inc | 59.1K | $8.03M | 3.1% | +53.8K | Added |
| 7 | Nvidia Corporation | 39.9K | $6.96M | 2.7% | +23.6K | Added |
| 8 | Micron Technology Inc | 16.6K | $5.59M | 2.2% | +11.0K | Added |
| 9 | Ciena Corp | 11.8K | $4.60M | 1.8% | +11.8K | New |
| 10 | Viking Therapeutics Inc | 133.1K | $4.33M | 1.7% | +42.6K | Added |
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