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
25 quarters · across all stocks
Holdings in NTES
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,029,800 | 170,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,138,200 | 110,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,022,880 | 112,000 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $21,237,541 | 206,350 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,229,343 | 338,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,467,643 | 988,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,745,291 | 802,943 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $37,064,919 | 358,219 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,488,255 | 295,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,615,498 | 335,618 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,277,892 | 313,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,687,918 | 301,763 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,533,183 | 103,720 | Shares | Defined | 2023-02-09 | |
| 2022-06-30 | $11,424,369 | 122,369 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,975,275 | 122,369 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,454,716 | 122,369 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,739,510 | 137,465 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,798,432 | 371,353 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,139,204 | 495,247 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,429,804 | 495,247 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,809,503 | 96,878 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,319,494 | 96,878 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,055,294 | 94,331 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||