Persistent Asset Partners Ltd
Top Portfolio Positions
275 positions ·
$253,554,508 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
20,673 | $14,528,157 | 5.73% | |
| AXTI |
Axt Inc
Technology
|
233,563 | $13,308,419 | 5.25% | |
| INTC |
Intel Corp
Technology
|
274,389 | $12,108,786 | 4.78% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
67,608 | $11,863,851 | 4.68% | |
| SNDK |
Sandisk Corp
Technology
|
14,282 | $9,073,924 | 3.58% | |
| GLW |
Corning Inc /Ny
Technology
|
59,095 | $8,035,146 | 3.17% | |
| NVDA |
Nvidia Corp
Technology
|
39,936 | $6,964,838 | 2.75% | |
| MU |
Micron Technology Inc
Technology
|
16,550 | $5,591,251 | 2.21% | |
| CIEN |
Ciena Corp
Technology
|
11,838 | $4,595,866 | 1.81% | |
| VKTX |
Viking Therapeutics, Inc.
Healthcare
|
134,738 | $4,384,371 | 1.73% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NXE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,760,254 | 237,953 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,240,466 | 243,529 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,231,700 | 249,352 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $1,929,889 | 278,082 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,161,289 | 258,639 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,544,598 | 234,030 | Shares | Other | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||