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 TCOM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,608,200 | 674,999 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $33,651,367 | 529,276 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $35,512,255 | 517,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,448,744 | 630,132 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,093,807 | 470,081 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,658,017 | 265,619 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,867,687 | 135,176 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,377,050 | 67,974 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||