Perseverance Asset Management International
Top Portfolio Positions
19 positions ·
$878,729,874 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 | 25.14% | |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
3,882,036 | $195,227,590 | 22.22% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
446,505 | $150,896,364 | 17.17% | |
| BZ |
Kanzhun Ltd
Communication Services
|
4,287,565 | $57,410,494 | 6.53% | |
| NVDA |
Nvidia Corp
Technology
|
290,000 | $50,576,000 | 5.76% | |
| 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 | 2.17% |
Portfolio Trend
Holdings in IQ
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,480,000 | 4,800,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,056,000 | 6,800,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,798,400 | 5,390,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,345,300 | 1,890,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,248,800 | 1,880,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,092,194 | 1,538,405 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,639,026 | 8,964,695 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,087,159 | 13,920,207 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $49,868,966 | 11,789,354 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $54,509,389 | 11,169,957 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $37,110,346 | 7,829,187 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,272,000 | 800,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,824,000 | 800,000 | Shares | Sole | 2023-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||