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Dawn Yu

Persistent Asset Partners Ltd

Assets Managed
$268.261M
Holdings
283
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
20.48%(2Q avg: 36.76%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Persistent Asset Partners Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Persistent Asset Partners Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 268.261M in assets, with a quarterly growth rate of 20.48% and a 2-quarter average growth rate of 36.76%. The portfolio is managed by Dawn Yu, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LITE
Lumentum Holdings Inc
Recent Activity
Increased 264.61%
5.42%
$14.528M
20,673 shares@ $702.76 avg price
AXTI
Axt Inc
Recent Activity
Decreased -24.07%
4.97%
$13.308M
233,563 shares@ $56.99 avg price
INTC
Intel Corp
Recent Activity
Increased 89.45%
4.52%
$12.109M
274,389 shares@ $44.13 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
New Position
4.43%
$11.864M
67,608 shares@ $175.49 avg price
SNDK
Sandisk Corp
Recent Activity
Decreased -20.86%
3.39%
$9.075M↓ Put
14,282 shares@ $635.39 avg price
GLW
Corning Inc
Recent Activity
Increased 1020.08%
3%
$8.041M↑ Call
59,095 shares@ $136.07 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 144.38%
2.6%
$6.965M
39,936 shares@ $174.4 avg price
VKTX
Viking Therapeutics Inc
Recent Activity
Increased 48.86%
2.19%
$5.851M↑ Call
134,738 shares@ $43.43 avg price
MU
Micron Technology Inc
Recent Activity
Increased 199.12%
2.09%
$5.591M
16,550 shares@ $337.84 avg price
CIEN
Ciena Corp
Recent Activity
New Position
1.72%
$4.596M
11,838 shares@ $388.24 avg price

1-10 of 283