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
CRMD CORMEDIX INC 看跌期权 $9.53万0.03%427 00.0% — 不变
CELC CELCUITY INC 看涨期权 $9.47万0.03%51 613.3% $1.11万 加仓
QXO QXO INC $9.35万0.03%5,411 5,411— $9.35万 新建仓
TSCO TRACTOR SUPPLY CO $9.34万0.03%2,955 2,955— $9.34万 新建仓
BROS DUTCH BROS INC $9.33万0.03%1,299 1,299— $9.33万 新建仓
CASY CASEYS GEN STORES INC $9.30万0.03%117 117— $9.30万 新建仓
GRPN GROUPON INC $9.24万0.03%3,841 3,841— $9.24万 新建仓
RGLD ROYAL GOLD INC $9.10万0.03%456 456— $9.10万 新建仓
DGX QUEST DIAGNOSTICS INC $9.09万0.03%429 429— $9.09万 新建仓
VSEC VSE CORP $9.05万0.03%396 396— $9.05万 新建仓
ETON ETON PHARMACEUTICALS INC $9.02万0.03%2,493 2,493— $9.02万 新建仓
MBC MASTERBRAND INC $8.96万0.03%8,709 8,709— $8.96万 新建仓
NVS NOVARTIS AG 看跌期权 $8.91万0.03%256 256— $8.91万 新建仓
SIMO SILICON MOTION TECHNOLOGY CO $8.87万0.03%266 266— $8.87万 新建仓
TENB TENABLE HLDGS INC $8.81万0.03%2,389 2,389— $8.81万 新建仓
ASND ASCENDIS PHARMA A/S $8.72万0.03%327 327— $8.72万 新建仓
PALI PALISADE BIO INC $8.67万0.03%41,464 -194,884-82.5% -$40.73万 减仓
GPOR GULFPORT ENERGY CORP $8.60万0.03%507 507— $8.60万 新建仓
CF CF INDUSTRIES HOLD $8.59万0.03%793 793— $8.59万 新建仓
LAUR LAUREATE ED INC $8.57万0.03%2,359 2,359— $8.57万 新建仓
VICI VICI PPTYS INC $8.50万0.03%3,201 3,201— $8.50万 新建仓
HAL HALLIBURTON CO $8.49万0.03%2,501 2,501— $8.49万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $8.44万0.03%1,870 1,870— $8.44万 新建仓
NPO ENPRO INC $8.37万0.02%222 222— $8.37万 新建仓
GLIBK LIBERTY CAP CORP $8.37万0.02%3,881 3,881— $8.37万 新建仓
STC STEWART INFORMATION SVCS COR $8.36万0.02%1,267 1,267— $8.36万 新建仓
WOLF WOLFSPEED INC $8.35万0.02%1,730 1,730— $8.35万 新建仓
CALY CALLAWAY GOLF CO 看涨期权 $8.20万0.02%4,363 4,363— $8.20万 新建仓
— LIBERTY CAP CORP $8.19万0.02%3,739 3,739— $8.19万 新建仓
LOPE GRAND CANYON ED INC $8.17万0.02%571 571— $8.17万 新建仓
GOLD GOLD COM INC $8.17万0.02%1,963 1,963— $8.17万 新建仓
— AYTU BIOPHARMA INC $8.17万0.02%37,984 -54,913-59.1% -$11.81万 减仓
— ENLIVEX LTD $8.13万0.02%147,879 147,879— $8.13万 新建仓
SMMT SUMMIT THERAPEUTICS INC 看跌期权 $8.10万0.02%510 510— $8.10万 新建仓
MEC MAYVILLE ENGR CO INC $8.04万0.02%2,147 2,147— $8.04万 新建仓
SGMT SAGIMET BIOSCIENCES INC $8.02万0.02%10,369 10,369— $8.02万 新建仓
SII SPROTT INC $7.93万0.02%706 -6,008-89.5% -$67.50万 减仓
DECK DECKERS OUTDOOR CORP $7.88万0.02%794 794— $7.88万 新建仓
GNRC GENERAC HLDGS INC $7.85万0.02%268 268— $7.85万 新建仓
UFO PROCURE ETF TRUST II $7.78万0.02%1,536 1,536— $7.78万 新建仓
BABA ALIBABA GROUP HLDG LTD $7.75万0.02%807 807— $7.75万 新建仓
OCGN OCUGEN INC $7.74万0.02%50,559 00.0% — 不变
ALAB ASTERA LABS INC $7.73万0.02%160 -33,356-99.5% -$1,611.16万 减仓
CNC CENTENE CORP DEL $7.65万0.02%1,192 -219,338-99.5% -$1,407.92万 重新持有
BCPC BALCHEM CORP $7.64万0.02%452 452— $7.64万 新建仓
ANIP ANI PHARMACEUTICALS INC $7.62万0.02%920 -13,400-93.6% -$110.93万 重新持有
CTVA CORTEVA INC $7.61万0.02%899 899— $7.61万 新建仓
LUXE LUXEXPERIENCE BV $7.57万0.02%10,194 10,194— $7.57万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $7.53万0.02%277 277— $7.53万 新建仓
OPLN OPENLANE INC $7.53万0.02%1,826 1,826— $7.53万 新建仓
CLPT CLEARPOINT NEURO INC $7.50万0.02%4,204 4,204— $7.50万 新建仓
WT WISDOMTREE INC $7.49万0.02%4,420 4,420— $7.49万 新建仓
HWM HOWMET AEROSPACE INC $7.42万0.02%276 276— $7.42万 新建仓
BYD BOYD GAMING CORP $7.42万0.02%840 840— $7.42万 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $7.42万0.02%440 440— $7.42万 新建仓
FPS FORGENT POWER SOLUTIONS INC $7.38万0.02%1,322 1,322— $7.38万 新建仓
KO COCA COLA CO $7.36万0.02%906 906— $7.36万 新建仓
TRMB TRIMBLE INC $7.34万0.02%1,435 1,435— $7.34万 新建仓
GNW GENWORTH FINL INC $7.34万0.02%7,746 7,746— $7.34万 新建仓
— CATALYST PHARMACEUTICALS INC $7.33万0.02%2,331 2,331— $7.33万 新建仓
ACMR ACM RESH INC $7.27万0.02%573 573— $7.27万 新建仓
NFG NATIONAL FUEL GAS CO $7.25万0.02%939 939— $7.25万 新建仓
MOD MODINE MFG CO $7.24万0.02%271 -12,411-97.9% -$331.40万 减仓
AGO ASSURED GUARANTY LTD $7.22万0.02%901 901— $7.22万 新建仓
— JOURNEY MED CORP $7.14万0.02%10,082 10,082— $7.14万 新建仓
UGI UGI CORP NEW $7.13万0.02%2,065 2,065— $7.13万 新建仓
— GRAVITY CO LTD $7.12万0.02%1,061 1,061— $7.12万 新建仓
PLXS PLEXUS CORP $7.10万0.02%236 236— $7.10万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $7.10万0.02%778 778— $7.10万 新建仓
— PICS NV $7.05万0.02%6,633 6,633— $7.05万 新建仓
ATRO ASTRONICS CORP $7.03万0.02%865 865— $7.03万 新建仓
ANGX ANGEL STUDIOS INC. $7.00万0.02%19,082 19,082— $7.00万 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $6.96万0.02%1,148 1,148— $6.96万 新建仓
FR FIRST INDL RLTY TR INC $6.96万0.02%1,135 1,135— $6.96万 新建仓
EWY ISHARES INC $6.95万0.02%344 344— $6.95万 新建仓
AS AMER SPORTS INC $6.94万0.02%2,050 2,050— $6.94万 新建仓
TAP MOLSON COORS BEVERAGE CO $6.92万0.02%1,776 1,776— $6.92万 新建仓
CLDX CELLDEX THERAPEUTICS INC NEW 看涨期权 $6.88万0.02%129 129— $6.88万 新建仓
AVLN AVALYN PHARMACEUTICALS INC $6.79万0.02%2,064 2,064— $6.79万 新建仓
ETR ENTERGY CORP NEW $6.78万0.02%590 590— $6.78万 新建仓
LLY ELI LILLY & CO $6.72万0.02%56 -1,850-97.1% -$221.89万 减仓
ASML ASML HLDG NV 看涨期权 $6.71万0.02%3 3— $6.71万 新建仓
CHWY CHEWY INC $6.68万0.02%3,399 3,399— $6.68万 新建仓
— NRX PHARMACEUTICALS INC $6.68万0.02%16,326 16,326— $6.68万 新建仓
OII OCEANEERING INTL INC $6.62万0.02%1,635 1,635— $6.62万 新建仓
FOUR SHIFT4 PMTS INC $6.62万0.02%1,362 1,362— $6.62万 新建仓
EVC ENTRAVISION COMMUNICATIONS C $6.62万0.02%5,078 5,078— $6.62万 新建仓
URGN UROGEN PHARMA LTD $6.59万0.02%1,790 -4,034-69.3% -$14.85万 减仓
GRDN GUARDIAN PHARMACY SVCS INC $6.58万0.02%1,572 1,572— $6.58万 新建仓
SNDK SANDISK CORP 看涨期权 $6.57万0.02%3 3— $6.57万 新建仓
BKD BROOKDALE SR LIVING INC $6.56万0.02%4,079 4,079— $6.56万 新建仓
SCHW SCHWAB CHARLES CORP $6.56万0.02%711 711— $6.56万 新建仓
ESNT ESSENT GROUP LTD $6.56万0.02%1,020 1,020— $6.56万 新建仓
INTC INTEL CORP 看涨期权 $6.53万0.02%38 38— $6.53万 新建仓
WWD WOODWARD INC $6.51万0.02%153 153— $6.51万 新建仓
STE STERIS PLC $6.46万0.02%307 307— $6.46万 新建仓
EQIX EQUINIX INC $6.46万0.02%62 62— $6.46万 新建仓
LTH LIFE TIME GROUP HOLDINGS INC $6.44万0.02%1,578 1,578— $6.44万 新建仓
ES EVERSOURCE ENERGY $6.42万0.02%889 889— $6.42万 新建仓
GRMN GARMIN LTD $6.39万0.02%269 269— $6.39万 新建仓