Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Perseverance Asset Management International (CIK 1802695) reported $909.0M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PDD ($220.9M, 24.30%), HTHT ($195.2M, 21.48%), TSM ($150.9M, 16.60%), BZ ($57.4M, 6.32%), NVDA ($50.6M, 5.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $220.9M | 24.30% | 2.2M | Added |
| 2 | HTHT | H WORLD GROUP LTD | $195.2M | 21.48% | 3.9M | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $150.9M | 16.60% | 446,505 | Added |
| 4 | BZ | KANZHUN LIMITED | $57.4M | 6.32% | 4.3M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $50.6M | 5.56% | 290,000 | New |
| 6 | YUMC | YUM CHINA HLDGS INC | $34.8M | 3.83% | 713,999 | Hold |
| 7 | TCOM | TRIP COM GROUP LTD | $33.6M | 3.70% | 674,999 | New |
| 8 | GOOG | ALPHABET INC | $28.7M | 3.16% | 100,000 | Trimmed |
| 9 | BEKE | KE HLDGS INC | $20.8M | 2.29% | 1.4M | Added |
| 10 | FUTU | FUTU HLDGS LTD | $20.5M | 2.26% | 150,000 | New |
| 11 | NTES | NETEASE COM INC | $19.0M | 2.09% | 170,000 | Added |
| 12 | LITE | LUMENTUM HLDGS INC | $17.6M | 1.93% | 25,000 | New |
| 13 | RLX | RLX TECHNOLOGY INC | $16.5M | 1.81% | 7.5M | Trimmed |
| 14 | XPEV | XPENG INC | $13.7M | 1.51% | 800,000 | New |
| 15 | MOS | MOSAIC CO | $7.7M | 0.84% | 300,000 | New |
| 16 | IQ | IQIYI INC | $6.5M | 0.71% | 4.8M | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $6.1M | 0.67% | 30,000 | New |
| 18 | SNDK | SANDISK CORP | $3.5M | 0.38% | 5,479 | New |
| 19 | MU | MICRON TECHNOLOGY INC | $3.0M | 0.33% | 8,975 | New |
| 20 | YSG | YATSEN HLDG LTD | $1.6M | 0.18% | 529,993 | Hold |
| 21 | NIO | NIO INC | $434,727 | 0.05% | 72,094 | New |
| 22 | API | AGORA INC | $0 | 0.00% | 0 | Exited |
| 23 | TLT | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31