Perseverance Asset Management International: 13F holdings
CIK 18026952026Q2
| Positions | 19 |
|---|
| Reported value | $979.0m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 19 (-2 vs prior quarter) |
|---|
| Reported value | $979.0m (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 498,500 | $238.1m | 24.3% |
| HTHT H WORLD GROUP LTD | 4,035,321 | $168.4m | 17.2% |
| PDD PDD HOLDINGS INC | 2,163,479 | $165.0m | 16.9% |
| BZ KANZHUN LIMITED | 11,798,246 | $151.8m | 15.5% |
| TCOM TRIP COM GROUP LTD | 1,034,085 | $41.2m | 4.2% |
| MU MICRON TECHNOLOGY INC | 34,417 | $39.7m | 4.1% |
| SNDK SANDISK CORP | 16,000 | $36.4m | 3.7% |
| GOOG ALPHABET INC | 100,000 | $35.3m | 3.6% |
| YUMC YUM CHINA HLDGS INC | 837,114 | $34.2m | 3.5% |
| BEKE KE HLDGS INC | 1,652,669 | $24.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802695")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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