Perseverance Asset Management International
Top Portfolio Positions
20 positions ·
$880,362,252 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
2,161,676 | $220,880,053 | 25.09% | |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
3,882,036 | $195,227,590 | 22.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
446,505 | $150,896,364 | 17.14% | |
| BZ |
Kanzhun Ltd
Communication Services
|
4,287,565 | $57,410,494 | 6.52% | |
| NVDA |
Nvidia Corp
Technology
|
290,000 | $50,576,000 | 5.74% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
713,999 | $34,828,871 | 3.96% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
674,999 | $33,608,200 | 3.82% | |
| BEKE |
KE Holdings Inc.
Real Estate
|
1,391,439 | $20,829,841 | 2.37% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
150,000 | $20,514,000 | 2.33% | |
| NTES |
NetEase, Inc.
Communication Services
|
170,000 | $19,029,800 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BEKE
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,829,841 | 1,391,439 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,209,718 | 1,155,439 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,537,131 | 659,849 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $79,917,798 | 3,977,989 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $85,215,524 | 4,626,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,646,911 | 3,548,313 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,335,938 | 2,214,554 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,343,052 | 1,190,317 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,289,123 | 387,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,095,044 | 263,856 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,918,261 | 263,856 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,764,166 | 146,718 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,211,331 | 803,104 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,642,223 | 1,349,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,985,004 | 2,617,549 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,884,534 | 2,092,525 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $25,892,729 | 1,286,915 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $848,486 | 46,467 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,908,630 | 40,030 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $494,529 | 8,679 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $218,527 | 3,551 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,918 | 276 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||