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Perseverance Asset Management International
Q2 2026 13F filing
Updated 29 days ago28 disclosed positions worth $979M
Portfolio value
$979M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-12
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $219.3M | 459.2K | 22.40% | — |
| 2 | H HWLDF H WORLD GROUP LTD | $104.9M | 2.52M | 10.72% | — |
| 3 | P PDD PDD HOLDINGS INC | $96.7M | 1.27M | 9.88% | — |
| 4 | B BZ KANZHUN LIMITED | $76M | 5.90M | 7.76% | — |
| 5 | B BZ KANZHUN LIMITED | $75.9M | 5.89M | 7.75% | — |
| 6 | P PDD PDD HOLDINGS INC | $68.3M | 895.3K | 6.98% | — |
| 7 | H HWLDF H WORLD GROUP LTD | $63.4M | 1.52M | 6.48% | — |
| 8 | M MU MICRON TECHNOLOGY INC | $37.6M | 32.6K | 3.84% | — |
| 9 | S SNDK SANDISK CORP | $36.4M | 16.0K | 3.72% | — |
| 10 | G GOOGN ALPHABET INC | $35.3M | 100.0K | 3.61% | — |
| 11 | T TRPCF TRIP COM GROUP LTD | $34.5M | 865.0K | 3.52% | — |
| 12 | Y YUMC YUM CHINA HLDGS INC | $34.2M | 837.1K | 3.49% | — |
| 13 | B BEKE KE HLDGS INC | $20M | 1.37M | 2.04% | — |
| 14 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $18.8M | 39.3K | 1.92% | — |
| 15 | N NVDA NVIDIA CORPORATION | $16M | 80.0K | 1.64% | — |
| 16 | R RLX RLX TECHNOLOGY INC | $9.3M | 4.87M | 0.95% | — |
| 17 | T TRPCF TRIP COM GROUP LTD | $6.7M | 169.1K | 0.69% | — |
| 18 | N NFLX NETEASE COM INC | $5.1M | 40.0K | 0.52% | — |
| 19 | R RLX RLX TECHNOLOGY INC | $4.7M | 2.49M | 0.48% | — |
| 20 | B BEKE KE HLDGS INC | $4.1M | 279.6K | 0.41% | — |
| 21 | I IQ IQIYI INC | $4.1M | 3.90M | 0.41% | — |
| 22 | M MU MICRON TECHNOLOGY INC | $2.1M | 1.8K | 0.22% | — |
| 23 | Y YSG YATSEN HLDG LTD | $1.7M | 530.0K | 0.17% | — |
| 24 | V VRT VERTIV HOLDINGS CO | $1.7M | 5.0K | 0.17% | — |
| 25 | W WRDIF WERIDE INC | $1.2M | 200.0K | 0.12% | — |
| 26 | V V VISA INC | $487K | 1.4K | 0.05% | — |
| 27 | W WRDIF WERIDE INC | $349K | 60.0K | 0.04% | — |
| 28 | B BBAAY ALIBABA GROUP HLDG LTD | $326K | 3.4K | 0.03% | — |