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 |
|---|---|---|---|---|
| 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% |
Holdings in PDD
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,880,053 | 2,161,676 | Shares | Sole | 2026-05-14 | |
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