Persistent Asset Partners Ltd
HONG KONG K3 · SEC CIK 0002056052
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CMBT | CMB.TECH NV | $137.06万 | 0.41% | 97,131 | -13,979 | -12.6% | -$19.73万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $139.10万 | 0.41% | 58,997 | 58,997 | — | $139.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $142.35万 | 0.42% | 5,605 | -7,988 | -58.8% | -$202.87万 | 减仓 |
| TRMD | TORM PLC | $146.12万 | 0.44% | 56,215 | 26,215 | 87.4% | $68.14万 | 重新持有 |
| TGB | TREKOR METALS LTD | $147.42万 | 0.44% | 214,277 | 214,277 | — | $147.42万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $150.66万 | 0.45% | 17,175 | 4,098 | 31.3% | $35.95万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC 看涨期权 | $155.22万 | 0.46% | 524 | 123 | 30.7% | $36.44万 | 加仓 |
| MKSI | MKS INC. | $159.10万 | 0.47% | 3,577 | 3,057 | 587.9% | $135.98万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $175.88万 | 0.52% | 57,048 | -3,155 | -5.2% | -$9.73万 | 减仓 |
| NAVN | NAVAN INC | $182.60万 | 0.54% | 79,842 | 79,842 | — | $182.60万 | 新建仓 |
| AMCR | AMCOR PLC | $185.97万 | 0.55% | 42,900 | 13,361 | 45.2% | $57.92万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $193.63万 | 0.58% | 145,585 | 145,585 | — | $193.63万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $197.54万 | 0.59% | 7,153 | -11,013 | -60.6% | -$304.15万 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $198.77万 | 0.59% | 125,248 | 32,383 | 34.9% | $51.39万 | 加仓 |
| PGEN | PRECIGEN INC | $202.79万 | 0.60% | 355,767 | 341,789 | 2,445.2% | $194.82万 | 加仓 |
| ABVX | ABIVAX SA 看涨期权 | $206.90万 | 0.62% | 890 | 637 | 251.8% | $148.08万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $207.05万 | 0.62% | 65,214 | 16,252 | 33.2% | $51.60万 | 加仓 |
| ENTG | ENTEGRIS INC | $208.06万 | 0.62% | 11,568 | 11,568 | — | $208.06万 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW | $208.58万 | 0.62% | 67,090 | 14,844 | 28.4% | $46.15万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $212.63万 | 0.63% | 226,741 | -11,212 | -4.7% | -$10.51万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $214.29万 | 0.64% | 5,747 | 5,747 | — | $214.29万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $214.69万 | 0.64% | 28,145 | 13,413 | 91.0% | $102.31万 | 加仓 |
| TRIP | TRIPADVISOR INC | $217.24万 | 0.65% | 158,456 | 58,456 | 58.5% | $80.14万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $218.38万 | 0.65% | 56,052 | 4,716 | 9.2% | $18.37万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $225.06万 | 0.67% | 5,947 | 5,947 | — | $225.06万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC 看涨期权 | $226.64万 | 0.68% | 3,105 | 1,433 | 85.7% | $104.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $236.98万 | 0.71% | 2,053 | -14,497 | -87.6% | -$1,673.37万 | 减仓 |
| GLW | CORNING INC | $239.29万 | 0.71% | 9,368 | -49,720 | -84.1% | -$1,270.00万 | 减仓 |
| LFUS | LITTELFUSE INC | $269.87万 | 0.80% | 5,927 | 5,927 | — | $269.87万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $282.14万 | 0.84% | 69,441 | 59,388 | 590.7% | $241.29万 | 加仓 |
| SNDK | SANDISK CORP | $309.23万 | 0.92% | 1,360 | -12,920 | -90.5% | -$2,937.66万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $310.35万 | 0.93% | 4,859 | 4,859 | — | $310.35万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $341.57万 | 1.02% | 15,450 | 15,450 | — | $341.57万 | 新建仓 |
| HON | HONEYWELL INTL INC | $345.93万 | 1.03% | 15,450 | 15,450 | — | $345.93万 | 新建仓 |
| SMTC | SEMTECH CORP | $353.63万 | 1.05% | 21,849 | -9,506 | -30.3% | -$153.85万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $382.37万 | 1.14% | 8,824 | 5,763 | 188.3% | $249.73万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $417.02万 | 1.24% | 11,111 | 11,111 | — | $417.02万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $439.78万 | 1.31% | 112,736 | -20,330 | -15.3% | -$79.31万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $457.38万 | 1.36% | 79,933 | 42,461 | 113.3% | $242.96万 | 加仓 |
| KLAC | KLA CORP | $496.07万 | 1.48% | 16,442 | 16,442 | — | $496.07万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $535.11万 | 1.60% | 138,272 | 45,756 | 49.5% | $177.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $562.49万 | 1.68% | 7,780 | 7,780 | — | $562.49万 | 新建仓 |
| ABVX | ABIVAX SA | $589.76万 | 1.76% | 44,256 | 21,418 | 93.8% | $285.42万 | 加仓 |
| F | FORD MTR CO | $619.71万 | 1.85% | 445,837 | 445,837 | — | $619.71万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $707.08万 | 2.11% | 27,783 | 27,783 | — | $707.08万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $725.26万 | 2.16% | 38,726 | 12,683 | 48.7% | $237.53万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $757.53万 | 2.26% | 13,981 | 7,079 | 102.6% | $383.56万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $894.07万 | 2.67% | 9,265 | 9,265 | — | $894.07万 | 新建仓 |
| APH | AMPHENOL CORP | $1,331.25万 | 3.97% | 75,502 | 75,502 | — | $1,331.25万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $1,689.79万 | 5.04% | 225,636 | 225,636 | — | $1,689.79万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1,916.30万 | 5.72% | 191,095 | 184,476 | 2,787.1% | $1,849.93万 | 重新持有 |
| INTC | INTEL CORP | $2,417.18万 | 7.21% | 173,113 | -101,276 | -36.9% | -$1,414.12万 | 减仓 |