Persistent Asset Partners Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PA Persistent Asset Partners Ltd | Institutional Filer | ▲ 5.62% | $219.7M | 216 |
Current Portfolio Holdings
Showing all 216 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc. | Technology | 21K | $14.5M | 6.61% |
| 2 | AXTI | AXT, Inc. | Technology | 234K | $13.3M | 6.06% |
| 3 | INTC | Intel Corporation | Technology | 274K | $12.1M | 5.51% |
| 4 | TSEM | Tower Semiconductor Ltd. | Technology | 68K | $11.9M | 5.40% |
| 5 | NVDA | NVIDIA Corporation | Technology | 40K | $7.0M | 3.17% |
| 6 | MU | Micron Technology, Inc. | Technology | 17K | $5.6M | 2.54% |
| 7 | CIEN | Ciena Corporation | Technology | 12K | $4.6M | 2.09% |
| 8 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 12K | $4.2M | 1.92% |
| 9 | ALAB | Astera Labs, Inc. Common Stock | Technology | 34K | $3.7M | 1.67% |
| 10 | COGT | Cogent Biosciences, Inc. | Healthcare | 93K | $3.6M | 1.62% |
| 11 | MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | 16K | $3.5M | 1.59% |
| 12 | JNJ | Johnson & Johnson | Healthcare | 14K | $3.3M | 1.51% |
| 13 | TER | Teradyne, Inc. | Technology | 11K | $3.3M | 1.50% |
| 14 | COHR | Coherent, Inc. | Technology | 14K | $3.3M | 1.49% |
| 15 | ABVX | Abivax S.A. | Healthcare | 23K | $3.2M | 1.44% |
Showing 1 to 15 of 216 holdings