13F 机构持仓

Persistent Asset Partners Ltd

HONG KONG K3 · SEC CIK 0002056052

2026Q22026Q1 更早 9 个季度 🔒
$3.35亿2026Q2 申报市值
804持仓数
34.7%前十大占比 · 第一大 7.2%
588 / 148新建仓 / 清仓
申报市值走势$3.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

INTC 7.2%
HOOD 5.7%
STM 5.0%
APH 4.0%
STX 2.7%
UTHR 2.3%
RVMD 2.2%
SNOW 2.1%
F 1.8%
ABVX 1.8%

2026Q2 买入最多 按季末市值估算

HOOD 重新持有+$1,849.93万
STM 新建仓+$1,689.79万
APH 新建仓+$1,331.25万
STX 新建仓+$894.07万
SNOW 新建仓+$707.08万

2026Q2 卖出最多 按季末市值估算

SNDK 减仓-$2,937.66万
MU 减仓-$1,673.37万
ALAB 减仓-$1,611.16万
LITE 清仓-$1,452.82万
INTC 减仓-$1,414.12万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
LITE LUMENTUM HLDGS INC $00.00%0 -20,673-100.0% -$1,452.82万 清仓
AXTI AXT INC $00.00%0 -233,563-100.0% -$1,330.84万 清仓
TSEM TOWER SEMICONDUCTOR LTD $00.00%0 -67,608-100.0% -$1,186.39万 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -12,486-100.0% -$421.96万 清仓
MTSI MACOM TECH SOLUTIONS HLDGS I $00.00%0 -15,694-100.0% -$348.52万 清仓
COHR COHERENT CORP $00.00%0 -13,738-100.0% -$327.25万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -13,520-100.0% -$282.60万 清仓
GOOG ALPHABET INC $00.00%0 -9,672-100.0% -$277.45万 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -45,953-100.0% -$242.26万 清仓
— QORVO INC $00.00%0 -30,096-100.0% -$232.94万 清仓
AX AXOS FINANCIAL INC $00.00%0 -23,326-100.0% -$198.48万 清仓
— APOGEE THERAPEUTICS INC 看涨期权 $00.00%0 -566-100.0% -$193.40万 清仓
CCB COASTAL FINL CORP WA $00.00%0 -24,673-100.0% -$187.76万 清仓
INCY INCYTE CORP $00.00%0 -19,782-100.0% -$186.19万 清仓
TGTX TG THERAPEUTICS INC $00.00%0 -53,080-100.0% -$176.33万 清仓
SAIL SAILPOINT INC $00.00%0 -119,161-100.0% -$157.77万 清仓
— TASEKO MINES LTD $00.00%0 -229,605-100.0% -$148.10万 清仓
ABBV ABBVIE INC $00.00%0 -6,126-100.0% -$133.23万 清仓
SFBS SERVISFIRST BANCSHARES INC $00.00%0 -16,599-100.0% -$120.89万 清仓
COLB COLUMBIA BKG SYS INC $00.00%0 -42,096-100.0% -$115.47万 清仓
TSLA TESLA INC $00.00%0 -2,883-100.0% -$107.18万 清仓
QCRH QCR HLDGS INC $00.00%0 -11,693-100.0% -$99.92万 清仓
CVNA CARVANA CO $00.00%0 -15,000-100.0% -$94.31万 清仓
TENX TENAX THERAPEUTICS INC $00.00%0 -58,182-100.0% -$93.03万 清仓
RKT ROCKET COS INC $00.00%0 -64,613-100.0% -$92.07万 清仓
SSB SOUTHSTATE BK CORP $00.00%0 -9,595-100.0% -$88.77万 清仓
SF STIFEL FINL CORP $00.00%0 -11,994-100.0% -$88.66万 清仓
GPCR STRUCTURE THERAPEUTICS INC $00.00%0 -18,263-100.0% -$88.03万 清仓
MYFW FIRST WESTN FINL INC $00.00%0 -34,520-100.0% -$84.85万 清仓
TFIN TRIUMPH FINANCIAL INC $00.00%0 -14,193-100.0% -$84.68万 清仓
CASH PATHWARD FINANCIAL INC $00.00%0 -9,354-100.0% -$83.47万 清仓
EYPT EYEPOINT INC $00.00%0 -58,995-100.0% -$76.04万 清仓
NPB NORTHPOINTE BANCSHARES INC. $00.00%0 -39,875-100.0% -$68.82万 清仓
BZ KANZHUN LIMITED $00.00%0 -50,000-100.0% -$66.95万 清仓
FIGR FIGURE TECHNOLOGY SOLUTIO $00.00%0 -19,189-100.0% -$65.15万 清仓
CAPR CAPRICOR THERAPEUTICS INC $00.00%0 -19,933-100.0% -$60.60万 清仓
EWTX EDGEWISE THERAPEUTICS INC 看涨期权 $00.00%0 -539-100.0% -$59.10万 清仓
CELC CELCUITY INC $00.00%0 -4,843-100.0% -$55.28万 清仓
CLYM CLIMB BIO INC $00.00%0 -72,325-100.0% -$49.54万 清仓
RBRK RUBRIK INC. $00.00%0 -10,000-100.0% -$48.97万 清仓
STTK SHATTUCK LABS INC $00.00%0 -74,229-100.0% -$47.73万 清仓
AMTB AMERANT BANCORP INC $00.00%0 -20,874-100.0% -$46.01万 清仓
TARS TARSUS PHARMACEUTICALS INC $00.00%0 -6,556-100.0% -$45.99万 清仓
INSW INTERNATIONAL SEAWAYS INC $00.00%0 -6,364-100.0% -$45.14万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -939-100.0% -$41.93万 清仓
CMPX COMPASS THERAPEUTICS INC $00.00%0 -72,193-100.0% -$38.19万 清仓
PRAX PRAXIS PRECISION MEDICINES I $00.00%0 -1,131-100.0% -$36.44万 清仓
BIIB BIOGEN INC $00.00%0 -1,903-100.0% -$34.89万 清仓
JCAP JEFFERSON CAPITAL INC $00.00%0 -17,775-100.0% -$34.18万 清仓
UMBF UMB FINL CORP $00.00%0 -2,879-100.0% -$32.47万 清仓
LIVN LIVANOVA PLC $00.00%0 -5,004-100.0% -$31.81万 清仓
LOB LIVE OAK BANCSHARES INC $00.00%0 -9,595-100.0% -$31.73万 清仓
CNOB CONNECTONE BANCORP INC $00.00%0 -11,695-100.0% -$31.31万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -400-100.0% -$30.91万 清仓
DXCM DEXCOM INC $00.00%0 -4,801-100.0% -$30.15万 清仓
HUM HUMANA INC $00.00%0 -1,667-100.0% -$28.90万 清仓
BBT BEACON FINANCIAL CORP. $00.00%0 -9,354-100.0% -$28.06万 清仓
Z ZILLOW GROUP INC $00.00%0 -6,657-100.0% -$27.55万 清仓
YMM FULL TRUCK ALLIANCE CO LTD $00.00%0 -30,811-100.0% -$25.57万 清仓
SE SEA LTD $00.00%0 -3,000-100.0% -$24.84万 清仓
— INOVIO PHARMACEUTICALS INC $00.00%0 -142,164-100.0% -$24.74万 清仓
ANL ADLAI NORTYE LTD $00.00%0 -33,732-100.0% -$23.34万 清仓
SDRL SEADRILL LTD $00.00%0 -4,961-100.0% -$22.30万 清仓
AMRX AMNEAL PHARMACEUTICALS INC $00.00%0 -17,808-100.0% -$22.14万 清仓
ENTA ENANTA PHARMACEUTICALS INC $00.00%0 -16,525-100.0% -$20.87万 清仓
SRZN SURROZEN INC $00.00%0 -7,143-100.0% -$20.81万 清仓
SLDB SOLID BIOSCIENCES INC $00.00%0 -27,990-100.0% -$20.15万 清仓
CYTK CYTOKINETICS INC 看涨期权 $00.00%0 -231-100.0% -$19.70万 清仓
RARE ULTRAGENYX PHARMACEUTICAL IN $00.00%0 -8,884-100.0% -$18.61万 清仓
ARGX ARGENX SE $00.00%0 -253-100.0% -$18.48万 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -9,001-100.0% -$18.12万 清仓
TYRA TYRA BIOSCIENCES INC $00.00%0 -4,518-100.0% -$17.30万 清仓
DRUG BRIGHT MINDS BIOSCIENCES INC $00.00%0 -2,310-100.0% -$16.86万 清仓
CERT CERTARA INC $00.00%0 -28,623-100.0% -$16.32万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -2,237-100.0% -$15.92万 清仓
LQDA LIQUIDIA CORPORATION 看涨期权 $00.00%0 -1,675-100.0% -$15.36万 清仓
DHT DHT HOLDINGS INC $00.00%0 -8,386-100.0% -$15.32万 清仓
UTHR UNITED THERAPEUTICS CORP DEL 看涨期权 $00.00%0 -102-100.0% -$14.11万 清仓
— ADAGENE INC $00.00%0 -35,126-100.0% -$13.77万 清仓
SLSR SOLARIS RES INC $00.00%0 -15,956-100.0% -$13.75万 清仓
PSNL PERSONALIS INC $00.00%0 -20,929-100.0% -$13.33万 清仓
— AN2 THERAPEUTICS INC $00.00%0 -38,155-100.0% -$13.05万 清仓
— LIPOCINE INC NEW $00.00%0 -13,442-100.0% -$10.74万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -2,528-100.0% -$10.19万 清仓
IBRX IMMUNITYBIO INC 看跌期权 $00.00%0 -270-100.0% -$9.86万 清仓
COIN COINBASE GLOBAL INC 看跌期权 $00.00%0 -47-100.0% -$9.66万 清仓
GHRS GH RESEARCH PLC $00.00%0 -6,794-100.0% -$9.55万 清仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $00.00%0 -6,689-100.0% -$9.28万 清仓
RVMD REVOLUTION MEDICINES INC 看跌期权 $00.00%0 -317-100.0% -$9.05万 清仓
IRD OPUS GENETICS INC $00.00%0 -17,919-100.0% -$8.15万 清仓
APO APOLLO GLOBAL MGMT INC 看涨期权 $00.00%0 -304-100.0% -$7.51万 清仓
IVVD INVIVYD INC $00.00%0 -55,990-100.0% -$7.28万 清仓
VIR VIR BIOTECHNOLOGY INC 看涨期权 $00.00%0 -225-100.0% -$6.85万 清仓
KKR KKR & CO INC 看涨期权 $00.00%0 -140-100.0% -$5.04万 清仓
GPCR STRUCTURE THERAPEUTICS INC 看跌期权 $00.00%0 -323-100.0% -$4.26万 清仓
VRTX VERTEX PHARMACEUTICALS INC 看涨期权 $00.00%0 -236-100.0% -$4.12万 清仓
— PASSAGE BIO INC $00.00%0 -4,955-100.0% -$3.89万 清仓
UPST UPSTART HLDGS INC 看涨期权 $00.00%0 -188-100.0% -$3.60万 清仓
RKT ROCKET COS INC 看涨期权 $00.00%0 -326-100.0% -$3.09万 清仓
IOVA IOVANCE BIOTHERAPEUTICS INC 看涨期权 $00.00%0 -758-100.0% -$3.00万 清仓