Persistent Asset Partners Ltd
HONG KONG K3 · SEC CIK 0002056052
$2.68亿2026Q1 申报市值
322持仓数
33.7%前十大占比 · 第一大 5.4%
171 / 185新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSEM 新建仓+$1,186.39万
LITE 加仓+$1,054.35万
GLW 加仓+$731.68万
INTC 加仓+$571.70万
CIEN 新建仓+$459.59万
2026Q1 卖出最多 按季末市值估算
MOH 清仓-$890.00万
AXTI 减仓-$421.93万
TERNS PHARMACEUT 减仓-$356.40万
BTSG 清仓-$351.64万
SNDK 减仓-$239.33万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $18.61万 | 0.07% | 8,884 | -2,145 | -19.4% | -$4.49万 | 减仓 |
| ARGX | ARGENX SE | $18.48万 | 0.07% | 253 | -311 | -55.1% | -$22.71万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $18.46万 | 0.07% | 7,411 | 7,411 | — | $18.46万 | 新建仓 |
| — | KALVISTA PHARMACEUTICALS INC | $18.12万 | 0.07% | 9,001 | 9,001 | — | $18.12万 | 新建仓 |
| ALMS | ALUMIS INC 看涨期权 | $17.92万 | 0.07% | 253 | 253 | — | $17.92万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC | $17.65万 | 0.07% | 26,827 | 26,827 | — | $17.65万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $17.47万 | 0.07% | 6,744 | -3,402 | -33.5% | -$8.81万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $17.30万 | 0.06% | 4,518 | 4,518 | — | $17.30万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $16.86万 | 0.06% | 2,310 | 2,310 | — | $16.86万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $16.68万 | 0.06% | 2,661 | 2,661 | — | $16.68万 | 新建仓 |
| — | SPRUCE BIOSCIENCES INC | $16.52万 | 0.06% | 2,528 | 2,528 | — | $16.52万 | 新建仓 |
| CERT | CERTARA INC | $16.32万 | 0.06% | 28,623 | 15,832 | 123.8% | $9.02万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $16.28万 | 0.06% | 16,358 | 6,078 | 59.1% | $6.05万 | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $15.92万 | 0.06% | 2,237 | 325 | 17.0% | $2.31万 | 加仓 |
| EYPT | EYEPOINT INC 看涨期权 | $15.40万 | 0.06% | 269 | 269 | — | $15.40万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION 看涨期权 | $15.36万 | 0.06% | 1,675 | 1,675 | — | $15.36万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $15.32万 | 0.06% | 8,386 | 8,386 | — | $15.32万 | 新建仓 |
| CRMD | CORMEDIX INC 看跌期权 | $14.96万 | 0.06% | 427 | 427 | — | $14.96万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看涨期权 | $14.11万 | 0.05% | 102 | 102 | — | $14.11万 | 新建仓 |
| DMRA | DAMORA THERAPEUTICS INC | $13.83万 | 0.05% | 5,338 | 5,338 | — | $13.83万 | 新建仓 |
| — | ADAGENE INC | $13.77万 | 0.05% | 35,126 | 35,126 | — | $13.77万 | 新建仓 |
| SLSR | SOLARIS RES INC | $13.75万 | 0.05% | 15,956 | -10,160 | -38.9% | -$8.76万 | 减仓 |
| NVO | NOVO-NORDISK A S | $13.54万 | 0.05% | 3,685 | -2,074 | -36.0% | -$7.62万 | 重新持有 |
| PSNL | PERSONALIS INC | $13.33万 | 0.05% | 20,929 | 20,929 | — | $13.33万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $13.30万 | 0.05% | 50,747 | 23,973 | 89.5% | $6.28万 | 加仓 |
| BHVN | BIOHAVEN LTD 看涨期权 | $13.25万 | 0.05% | 806 | 806 | — | $13.25万 | 新建仓 |
| — | AN2 THERAPEUTICS INC | $13.05万 | 0.05% | 38,155 | 38,155 | — | $13.05万 | 新建仓 |
| QURE | UNIQURE NV | $12.90万 | 0.05% | 7,887 | -3,127 | -28.4% | -$5.11万 | 减仓 |
| — | PELTHOS THERAPEUTICS INC | $12.62万 | 0.05% | 6,007 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $11.95万 | 0.04% | 520 | 520 | — | $11.95万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $11.82万 | 0.04% | 7,918 | -7,169 | -47.5% | -$10.70万 | 减仓 |
| MNKD | MANNKIND CORP | $11.61万 | 0.04% | 47,394 | -34,069 | -41.8% | -$8.35万 | 减仓 |
| QURE | UNIQURE NV 看涨期权 | $11.44万 | 0.04% | 640 | 640 | — | $11.44万 | 新建仓 |
| — | LIPOCINE INC NEW | $10.74万 | 0.04% | 13,442 | -57,134 | -81.0% | -$45.65万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $10.47万 | 0.04% | 5,824 | -6,982 | -54.5% | -$12.55万 | 减仓 |
| SLB | SLB LIMITED | $10.31万 | 0.04% | 2,000 | -8,000 | -80.0% | -$41.22万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $10.19万 | 0.04% | 2,528 | -23,304 | -90.2% | -$93.94万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $10.18万 | 0.04% | 60,000 | 60,000 | — | $10.18万 | 新建仓 |
| IBRX | IMMUNITYBIO INC 看跌期权 | $9.86万 | 0.04% | 270 | 270 | — | $9.86万 | 新建仓 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $9.66万 | 0.04% | 47 | 47 | — | $9.66万 | 新建仓 |
| GHRS | GH RESEARCH PLC | $9.55万 | 0.04% | 6,794 | 6,794 | — | $9.55万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $9.41万 | 0.04% | 520 | 520 | — | $9.41万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $9.28万 | 0.03% | 6,689 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $9.15万 | 0.03% | 50,559 | 50,559 | — | $9.15万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $9.05万 | 0.03% | 317 | 317 | — | $9.05万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS 看涨期权 | $8.56万 | 0.03% | 292 | 292 | — | $8.56万 | 新建仓 |
| CYTK | CYTOKINETICS INC 看跌期权 | $8.48万 | 0.03% | 506 | 506 | — | $8.48万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC 看涨期权 | $8.39万 | 0.03% | 401 | 401 | — | $8.39万 | 新建仓 |
| IRD | OPUS GENETICS INC | $8.15万 | 0.03% | 17,919 | 17,919 | — | $8.15万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC 看涨期权 | $7.51万 | 0.03% | 304 | 304 | — | $7.51万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $7.46万 | 0.03% | 46,067 | 913 | 2.0% | $1,479 | 加仓 |
| — | HUYA INC | $7.35万 | 0.03% | 22,273 | -31,032 | -58.2% | -$10.24万 | 减仓 |
| IVVD | INVIVYD INC | $7.28万 | 0.03% | 55,990 | -12,853 | -18.7% | -$1.67万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC 看涨期权 | $6.85万 | 0.03% | 225 | 225 | — | $6.85万 | 新建仓 |
| — | PEPGEN INC | $6.75万 | 0.03% | 38,152 | 38,152 | — | $6.75万 | 新建仓 |
| — | YATSEN HLDG LTD | $6.21万 | 0.02% | 20,151 | 9,819 | 95.0% | $3.02万 | 加仓 |
| PGEN | PRECIGEN INC | $5.41万 | 0.02% | 13,978 | 13,978 | — | $5.41万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I 看涨期权 | $5.27万 | 0.02% | 758 | 758 | — | $5.27万 | 新建仓 |
| KKR | KKR & CO INC 看涨期权 | $5.04万 | 0.02% | 140 | 140 | — | $5.04万 | 新建仓 |
| UPB | UPSTREAM BIO INC | $4.95万 | 0.02% | 5,495 | -3,412 | -38.3% | -$3.07万 | 减仓 |
| — | VOYAGER THERAPEUTICS INC 看涨期权 | $4.85万 | 0.02% | 379 | 379 | — | $4.85万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $4.46万 | 0.02% | 8,060 | 2,577 | 47.0% | $1.43万 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $4.29万 | 0.02% | 783 | 783 | — | $4.29万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC 看跌期权 | $4.26万 | 0.02% | 323 | 323 | — | $4.26万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $4.12万 | 0.02% | 236 | 236 | — | $4.12万 | 新建仓 |
| — | PASSAGE BIO INC | $3.89万 | 0.01% | 4,955 | 4,955 | — | $3.89万 | 新建仓 |
| UPST | UPSTART HLDGS INC 看涨期权 | $3.60万 | 0.01% | 188 | 188 | — | $3.60万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $3.32万 | 0.01% | 245 | -1,152 | -82.5% | -$15.61万 | 减仓 |
| RKT | ROCKET COS INC 看涨期权 | $3.09万 | 0.01% | 326 | 326 | — | $3.09万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC 看涨期权 | $3.00万 | 0.01% | 758 | 758 | — | $3.00万 | 新建仓 |
| — | TALPHERA INC | $2.91万 | 0.01% | 38,968 | 2,338 | 6.4% | $1,746 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $2.77万 | 0.01% | 7,731 | 7,731 | — | $2.77万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S 看涨期权 | $2.71万 | 0.01% | 237 | 237 | — | $2.71万 | 新建仓 |
| LYEL | LYELL IMMUNOPHARMA INC 看跌期权 | $2.69万 | 0.01% | 10 | 10 | — | $2.69万 | 新建仓 |
| — | PURETECH HEALTH PLC | $2.61万 | 0.01% | 1,759 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC 看涨期权 | $1.94万 | 0.01% | 45 | 45 | — | $1.94万 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC 看涨期权 | $1.90万 | 0.01% | 80 | 80 | — | $1.90万 | 新建仓 |
| OCGN | OCUGEN INC 看涨期权 | $1.83万 | 0.01% | 758 | 758 | — | $1.83万 | 新建仓 |
| ALLY | ALLY FINL INC 看跌期权 | $1.74万 | 0.01% | 94 | 94 | — | $1.74万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $1.56万 | 0.01% | 122 | 122 | — | $1.56万 | 新建仓 |
| — | VISTAGEN THERAPEUTICS INC | $1.52万 | 0.01% | 26,612 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. 看涨期权 | $1.40万 | 0.01% | 801 | 801 | — | $1.40万 | 新建仓 |
| MRK | MERCK & CO INC 看跌期权 | $1.25万 | 0.00% | 253 | 253 | — | $1.25万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $1.24万 | 0.00% | 15 | 15 | — | $1.24万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $1.20万 | 0.00% | 22 | 22 | — | $1.20万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD 看跌期权 | $1.11万 | 0.00% | 860 | 860 | — | $1.11万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC 看涨期权 | $1.00万 | 0.00% | 15 | 15 | — | $1.00万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. 看跌期权 | $9,817 | 0.00% | 73 | 73 | — | $9,817 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC 看涨期权 | $8,550 | 0.00% | 190 | 190 | — | $8,550 | 新建仓 |
| — | CUE BIOPHARMA INC | $7,672 | 0.00% | 33,369 | 33,369 | — | $7,672 | 新建仓 |
| MRNA | MODERNA INC 看跌期权 | $7,347 | 0.00% | 404 | 404 | — | $7,347 | 新建仓 |
| GLW | CORNING INC 看涨期权 | $6,744 | 0.00% | 7 | 7 | — | $6,744 | 新建仓 |
| — | ENTERA BIO LTD | $6,528 | 0.00% | 5,881 | 5,881 | — | $6,528 | 新建仓 |
| ALMS | ALUMIS INC 看跌期权 | $6,069 | 0.00% | 79 | 79 | — | $6,069 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看跌期权 | $5,619 | 0.00% | 51 | 51 | — | $5,619 | 新建仓 |
| — | ATYR PHARMA INC 看跌期权 | $4,993 | 0.00% | 27 | 27 | — | $4,993 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION 看跌期权 | $4,181 | 0.00% | 126 | 126 | — | $4,181 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC 看跌期权 | $4,150 | 0.00% | 83 | 83 | — | $4,150 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $3,784 | 0.00% | 283 | 283 | — | $3,784 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $2,724 | 0.00% | 270 | 270 | — | $2,724 | 新建仓 |