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Persistent Asset Partners Ltd

Q3 2025 · 13F-HR

Persistent Asset Partners Ltdholdings as filed

Filed 2025-11-10 · accession 0002056052-25-000006

$145.5M
Reported value
241
Positions
2025-09-30
Period end
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The Brief · Persistent Asset Partners Ltd · Q3 2025

AI · grounded in 13F

Persistent Asset Partners Ltd established a new position in CNC valued at $8.19M. The fund also initiated stakes in IEF for $4.82M and UNH for $4.17M. Additional new positions include REGN, CVS, and NBIS.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
15135B101CNCCENTENE CORP DEL$8.2M5.63%229,544CommonSOLE
464287440IEFISHARES TR$4.8M3.31%50,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.2M2.86%12,063CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.9M2.67%6,911CommonSOLE
126650100CVSCVS HEALTH CORP$3.9M2.67%51,542CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$3.4M2.31%30,000CommonSOLE
722304102PDDPDD HOLDINGS INC$2.9M1.99%21,855CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.9M1.97%44,200CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$2.8M1.92%41,259CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.6M1.82%48,866CommonSOLE
504922105LHLABCORP HOLDINGS INC$2.6M1.77%8,994CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.5M1.73%7,806CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$2.5M1.70%147,367CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.3M1.58%12,081CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$2.2M1.55%76,060CommonSOLE
65340P106NXENEXGEN ENERGY LTD$2.2M1.53%249,352CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$2.2M1.52%126,929CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.2M1.49%11,614CommonSOLE
70805E109PNTGPENNANT GROUP INC$1.9M1.32%76,411CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$1.9M1.29%75,799CommonSOLE
92243G108PCVXVAXCYTE INC$1.8M1.24%50,076CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$1.7M1.16%58,311CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$1.6M1.10%142,393CommonSOLE
62914V106NIONIO INC$1.6M1.08%206,260CommonSOLE
013872106AAALCOA CORP$1.6M1.07%47,427CommonSOLE
78781J109SAILSAILPOINT INC$1.5M1.05%69,161CommonSOLE
29332G102EHABUSDENHABIT INC$1.5M1.02%185,594CommonSOLE
G4766E116INDVINDIVIOR PLC$1.4M0.97%58,409CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.92%29,793CommonSOLE
781154109RBRKRUBRIK INC.$1.3M0.90%16,000CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.3M0.90%6,456CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$1.3M0.86%6,330CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.3M0.86%7,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.84%8,694CommonSOLE
428050108HSAIHESAI GROUP$1.2M0.83%43,226CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.2M0.81%44,578CommonSOLE
172967424CCITIGROUP INC$1.2M0.79%11,366CommonSOLE
30257X104FBKFB FINL CORP$1.1M0.78%20,455CommonSOLE
860630102SFSTIFEL FINL CORP$1.1M0.78%9,999CommonSOLE
05465C100AXAXOS FINANCIAL INC$1.1M0.74%12,729CommonSOLE
458140100INTCINTEL CORP$1.1M0.74%32,000CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1.0M0.72%33,218CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$1.0M0.71%28,615CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.0M0.71%2,252CommonSOLE
443628102HBMHUDBAY MINERALS INC$1.0M0.71%67,754CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.0M0.69%2,353CommonSOLE
20717M1038QRCONFLUENT INC$990,0000.68%50,000CommonSOLE
19046P209CCBCOASTAL FINL CORP WA$983,3730.68%9,091CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$982,6630.68%17,270CommonSOLE
65249B208NWSNEWS CORP NEW$950,5740.65%27,513CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$948,3980.65%42,151CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$915,6100.63%30,839CommonSOLE
15135U109CVECENOVUS ENERGY INC$889,3080.61%52,343CommonSOLE
33751L105MYFWFIRST WESTN FINL INC$888,9260.61%38,607CommonSOLE
74727A104QCRHQCR HOLDINGS INC$859,5730.59%11,364CommonSOLE
876511106TGBTASEKO MINES LTD$839,4390.58%198,449CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$829,9170.57%27,273CommonSOLE
464287457SHYISHARES TR$829,6000.57%10,000CommonSOLE
00370M103ABVXABIVAX SA$815,3800.56%9,604CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$800,4450.55%22,727CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$788,3720.54%9,091CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$785,6720.54%22,727CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$782,5450.54%11,780CommonSOLE
05368J103AVBHAVIDBANK HLDGS INC$768,3150.53%30,130CommonSOLE
65290E101NXTNEXTRACKER INC$739,9000.51%10,000CommonSOLE
05464C101AXONAXON ENTERPRISE INC$717,6400.49%1,000CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$712,7480.49%41,730CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$695,3770.48%5,276CommonSOLE
947890109WBSWEBSTER FINL CORP$675,4170.46%11,363CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$674,0960.46%6,818CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$660,2530.45%7,208CommonSOLE
30050B101EVHEVOLENT HEALTH INC$656,8170.45%77,638CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$644,0210.44%2,341CommonSOLE
871607107SNPSSYNOPSYS INC$640,4200.44%1,298CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$636,3810.44%13,627CommonSOLE
58155Q103MCKMCKESSON CORP$596,4010.41%772CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$588,7590.40%14,819CommonSOLE
03076K108ABCBAMERIS BANCORP$566,0270.39%7,721CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$565,3550.39%10,653CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$558,4810.38%74,365CommonSOLE
038923108ABRARBOR REALTY TRUST INC$555,0060.38%45,455CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$553,5870.38%90,901CommonSOLE
06652K103BKUBANKUNITED INC$520,2350.36%13,633CommonSOLE
05969A105TBBKBANCORP INC DEL$510,6750.35%6,819CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$507,2310.35%14,041CommonSOLE
039697107ARDXARDELYX INC$507,1730.35%92,046CommonSOLE
05370A908AVIDITY BIOSCIENCES INC$504,3400.35%458CALLSOLE
G01767105ALKSALKERMES PLC$496,2300.34%16,541CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$483,3310.33%9,092CommonSOLE
060505104BACBANK AMERICA CORP$469,0050.32%9,091CommonSOLE
28238P109EHTHEHEALTH INC$465,9370.32%108,106CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$418,6020.29%27,667CommonSOLE
M96088105URGNUROGEN PHARMA LTD$413,4840.28%20,726CommonSOLE
00123Q104AGNCAGNC INVT CORP$400,4890.28%40,908CommonSOLE
36118L106FUTUFUTU HLDGS LTD$395,1240.27%2,272CommonSOLE
45826J905NTLAINTELLIA THERAPEUTICS INC$354,0170.24%1,076CALLSOLE
093712107BEBLOOM ENERGY CORP$354,0100.24%4,186CommonSOLE
G25508105CRHCRH PLC$350,8270.24%2,926CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$349,8280.24%13,575CommonSOLE
810648905SCPHSCPHARMACEUTICALS INC$339,4780.23%1,066CALLSOLE
G3730V105FTAIFTAI AVIATION LTD$333,7200.23%2,000CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$322,8990.22%22,486CommonSOLE
670100205NVONOVO-NORDISK A S$319,5670.22%5,759CommonSOLE
74006W957PRAXPRAXIS PRECISION MEDICINES I$319,1270.22%230PUTSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$316,9400.22%11,500CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$314,2760.22%18,182CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$311,3880.21%22,913CommonSOLE
248356107DNNDENISON MINES CORP$309,8050.21%112,549CommonSOLE
817565104SCISERVICE CORP INTL$306,9150.21%3,688CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$299,0640.21%6,864CommonSOLE
45337C902INCYINCYTE CORP$296,8130.20%230CALLSOLE
00847X904AGIOAGIOS PHARMACEUTICALS INC$290,9840.20%546CALLSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$286,2850.20%24,282CommonSOLE
92686J906VKTXVIKING THERAPEUTICS INC$285,4880.20%928CALLSOLE
53578P105LNKBLINKBANCORP INC$283,6460.19%39,782CommonSOLE
83190L208SMBKSMARTFINANCIAL INC$267,4390.18%7,485CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$267,3820.18%75,319CommonSOLE
006739106ADUSADDUS HOMECARE CORP$266,5390.18%2,259CommonSOLE
56400P706MNKDMANNKIND CORP$264,5370.18%49,262CommonSOLE
83419D201SLSRSOLARIS RES INC$259,4690.18%40,656CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$246,5490.17%5,159CommonSOLE
629377508NRGNRG ENERGY INC$246,1640.17%1,520CommonSOLE
78464A908SPDR SERIES TRUST$241,9420.17%2,317CALLSOLE
93627C101HCCWARRIOR MET COAL INC$236,4860.16%3,716CommonSOLE
10806X902BBIOBRIDGEBIO PHARMA INC$235,5600.16%302CALLSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$225,3880.15%11,441CommonSOLE
91678A907UPBUPSTREAM BIO INC$220,3600.15%462CALLSOLE
76152G100REVIVA PHARMACEUTCLS HLDGS I$218,9120.15%593,902CommonSOLE
90400D958RAREULTRAGENYX PHARMACEUTICAL IN$214,8000.15%320PUTSOLE
86881A100SGRYSURGERY PARTNERS INC$209,9950.14%9,704CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$206,2130.14%11,189CommonSOLE
38341P902GOSSGOSSAMER BIO INC$203,0480.14%1,929CALLSOLE
H17182908CRSPCRISPR THERAPEUTICS AG$191,9890.13%258CALLSOLE
770700902ROBINHOOD MKTS INC$187,6730.13%157CALLSOLE
89532M101TRVITREVI THERAPEUTICS INC$180,1450.12%19,688CommonSOLE
880881907TERNS PHARMACEUTICALS INC$173,7290.12%520CALLSOLE
03879J900ABUSARBUTUS BIOPHARMA CORP$171,1470.12%1,192CALLSOLE
98985Y908ZYMEZYMEWORKS INC$170,7620.12%451CALLSOLE
589492907MREOMEREO BIOPHARMA GROUP PLC$168,5790.12%3,501CALLSOLE
462222900IONSIONIS PHARMACEUTICALS INC$165,3360.11%229CALLSOLE
67576A900OCULOCULAR THERAPEUTIX INC$163,8090.11%313CALLSOLE
654106103NKENIKE INC$162,1220.11%2,325CommonSOLE
670100955NVONOVO-NORDISK A S$158,8320.11%229PUTSOLE
336433107FSLRFIRST SOLAR INC$154,3710.11%700CommonSOLE
N90064951QUREUNIQURE NV$147,2410.10%688PUTSOLE
413197954HRMYHARMONY BIOSCIENCES HLDGS IN$143,0600.10%115PUTSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$140,0240.10%17,202CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC$136,0380.09%42,645CommonSOLE
19240Q901COGTCOGENT BIOSCIENCES INC$133,0090.09%460CALLSOLE
91531W106TIGRUP FINTECH HLDG LTD$124,7110.09%11,688CommonSOLE
60770K107MRNAMODERNA INC$118,3790.08%4,583CommonSOLE
87990A106TNYATENAYA THERAPEUTICS INC$117,4400.08%72,494CommonSOLE
054754858AYTUAYTU BIOPHARMA INC$117,4100.08%62,452CommonSOLE
68062P906OLMAOLEMA PHARMACEUTICALS INC$116,4780.08%209CALLSOLE
56400P906MNKDMANNKIND CORP$114,9660.08%2,393CALLSOLE
60770K957MRNAMODERNA INC$107,7440.07%230PUTSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$104,9270.07%23,317CommonSOLE
172967904CCITIGROUP INC$102,2180.07%151CALLSOLE
90138A103VNETVNET GROUP INC$99,6950.07%9,651CommonSOLE
G0260P102ASAMER SPORTS INC$99,0030.07%2,849CommonSOLE
29446K106EQEQUILLIUM INC$98,6570.07%68,991CommonSOLE
014442107ALECALECTOR INC$92,4700.06%31,240CommonSOLE
G50871905JAZZJAZZ PHARMACEUTICALS PLC$89,1560.06%229CALLSOLE
83086J900SKYESKYE BIOSCIENCE INC$80,8400.06%688CALLSOLE
N71542109PRQRPROQR THRAPEUTICS N V$77,2760.05%36,280CommonSOLE
747324101PYXSPYXIS ONCOLOGY INC$76,8830.05%34,632CommonSOLE
14070B909CAPRCAPRICOR THERAPEUTICS INC$72,5670.05%689CALLSOLE
55287L901MBXMBX BIOSCIENCES INC$71,8220.05%230CALLSOLE
50015M909KODKODIAK SCIENCES INC$68,4800.05%64CALLSOLE
171126204PTHSPELTHOS THERAPEUTICS INC$67,2840.05%2,403CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$62,6270.04%2,082CommonSOLE
690469101OVIDOVID THERAPEUTICS INC$59,8520.04%46,040CommonSOLE
90400D908RAREULTRAGENYX PHARMACEUTICAL IN$59,4650.04%347CALLSOLE
64136E102NEUPNEUPHORIA THERAPEUTICS INC$57,8650.04%4,908CommonSOLE
28658R106CLYMCLIMB BIO INC$56,7240.04%28,221CommonSOLE
344174107FHTXFOGHORN THERAPEUTICS INC$55,9460.04%11,441CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$53,6620.04%10,280CommonSOLE
038923908ABRARBOR REALTY TRUST INC$52,9380.04%915CALLSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$50,6770.03%16,295CommonSOLE
032797900AVXLANAVEX LIFE SCIENCES CORP$49,7430.03%322CALLSOLE
464288902ISHARES TR$49,3960.03%152CALLSOLE
99DMZR5X6CIRCLE INTERNET GROUP INC$48,7730.03%68PUTSOLE
110122908BRISTOL-MYERS SQUIBB CO$48,0850.03%412CALLSOLE
985194208YSGYATSEN HLDG LTD$45,3000.03%5,000CommonSOLE
834203909SLNOSOLENO THERAPEUTICS INC$44,8500.03%115CALLSOLE
878972908TECXTECTONIC THERAPEUTIC INC$42,3760.03%229CALLSOLE
21900C958CRMDCORMEDIX INC$42,1090.03%229PUTSOLE
03969T959ARCTARCTURUS THERAPEUTICS HLDGS$38,5530.03%345PUTSOLE
86627T908SMMTSUMMIT THERAPEUTICS INC$38,1380.03%175CALLSOLE
75629V904RXRXRECURSION PHARMACEUTICALS IN$37,7170.03%1,606CALLSOLE
G76279951ROIVROIVANT SCIENCES LTD$36,2840.02%691PUTSOLE
80706P903SRRKSCHOLAR ROCK HLDG CORP$35,4950.02%229CALLSOLE
78463V907GLDSPDR GOLD TR$34,3960.02%42CALLSOLE
002120952ATYRATYR PHARMA INC$31,3030.02%176PUTSOLE
746237106PRTCYPURETECH HEALTH PLC$31,1730.02%1,685CommonSOLE
02155H900ALTALTIMMUNE INC$28,7920.02%1,064CALLSOLE
03770N901APGEAPOGEE THERAPEUTICS INC$28,7380.02%295CALLSOLE
92840H900VTGNVISTAGEN THERAPEUTICS INC$28,7000.02%231CALLSOLE
28106W903EDITEDITAS MEDICINE INC$27,7200.02%693CALLSOLE
91823B909UWMCUWM HOLDINGS CORPORATION$25,3130.02%675CALLSOLE
88160R901TSLATESLA INC$25,0750.02%10CALLSOLE
032724106ANABANAPTYSBIO INC$23,0870.02%754CommonSOLE
05380C902RCELAVITA MEDICAL INC$22,2460.02%1,464CALLSOLE
140755307TVRDTVARDI THERAPEUTICS INC$19,4850.01%500CommonSOLE
218352952CORTCORCEPT THERAPEUTICS INC$18,4370.01%61PUTSOLE
78440X907SLGSL GREEN RLTY CORP$16,8750.01%90CALLSOLE
03152W909AMICUS THERAPEUTICS INC$16,6650.01%303CALLSOLE
67066G904NVDANVIDIA CORPORATION$16,4500.01%31CALLSOLE
037833900AAPLAPPLE INC$16,1100.01%140CALLSOLE
78462F903SPYSPDR S&P 500 ETF TR$15,1740.01%20CALLSOLE
595112903MUMICRON TECHNOLOGY INC$13,7460.01%12CALLSOLE
834203959SLNOSOLENO THERAPEUTICS INC$12,8500.01%230PUTSOLE
45841N907IBKRINTERACTIVE BROKERS GROUP IN$12,3070.01%40CALLSOLE
004225908ACADACADIA PHARMACEUTICALS INC$11,9010.01%204CALLSOLE
81642T909SLSSELLAS LIFE SCIENCES GROUP I$11,6200.01%920CALLSOLE
008064956JBIOJADE BIOSCIENCES INC$10,2250.01%88PUTSOLE
00827B906AFRMAFFIRM HLDGS INC$9,2580.01%23CALLSOLE
M7S64L903PAGAYA TECHNOLOGIES LTD$8,9370.01%32CALLSOLE
74587V907PBYIPUMA BIOTECHNOLOGY INC$8,6630.01%312CALLSOLE
221015950CRVSCORVUS PHARMACEUTICALS INC$8,2650.01%114PUTSOLE
670002901NVAXNOVAVAX INC$7,7810.01%399CALLSOLE
589492957MREOMEREO BIOPHARMA GROUP PLC$6,8070.00%91PUTSOLE
75574U901RCREADY CAPITAL CORP$6,5930.00%527CALLSOLE
00123Q904AGNC INVT CORP$6,3850.00%1,618CALLSOLE
78462F953SPYSPDR S&P 500 ETF TR$6,1410.00%46PUTSOLE
464287955ISHARES TR$5,1000.00%60PUTSOLE
69353Y103PMVPPMV PHARMACEUTICALS INC$3,6250.00%2,589CommonSOLE
12529R907CCCCC4 THERAPEUTICS INC$3,2500.00%325CALLSOLE
G50871955JAZZJAZZ PHARMACEUTICALS PLC$2,3550.00%115PUTSOLE
60770K907MRNAMODERNA INC$2,1510.00%249CALLSOLE
46436E338TLTWISHARES TR$1,8630.00%621PUTSOLE
532457958LLYELI LILLY & CO$1,8520.00%23PUTSOLE
00835Q902AEVAAEVA TECHNOLOGIES INC$1,2500.00%20CALLSOLE
03828A901APLTAPPLIED THERAPEUTICS INC$1,0850.00%44CALLSOLE
14817C957CASSAVA SCIENCES INC$9840.00%24PUTSOLE
002120902ATYRATYR PHARMA INC$4360.00%297CALLSOLE
89422G957TVTXTRAVERE THERAPEUTICS INC$3900.00%1PUTSOLE
50015M959KODKODIAK SCIENCES INC$1450.00%3PUTSOLE
05156V952AUPHAURINIA PHARMACEUTICALS INC$1180.00%3PUTSOLE
61559X904MLTXMOONLAKE IMMUNOTHERAPEUTICS$360.00%61CALLSOLE
413197904HRMYHARMONY BIOSCIENCES HLDGS IN$30.00%345CALLSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.