account_balance
Investment manager · 13F filer · SEC CIK 1802695
Perseverance Asset Management International
Reported value$977Mas of Jun 30, 2026
Positions18 3 new, 6 sold out
Top 10 weight95.6%TSM alone is 24%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufac
24.4%Added +12%
HTHTH World Group Ltd
17.2%Added +4%
PDDPDD Holdings Inc
16.9%
BZKanzhun Limited
15.5%Added +175%
TCOMTrip Com Group Ltd
4.2%Added +53%
MUMicron Technology Inc
4.1%Added +283%
SNDKSandisk Corp
3.7%Added +192%
GOOGAlphabet Inc
3.6%
YUMCYum China Hldgs Inc
3.5%Added +17%
BEKEKe Hldgs Inc
2.5%Added +19%
NVDA1.6%RLX1.4%TSMTaiwan Semiconductor Manufac
24.4%Added +12%
HTHTH World Group Ltd
17.2%Added +4%
PDDPDD Holdings Inc
16.9%
BZKanzhun Limited
15.5%Added +175%
TCOM4.2%MU4.1%SNDK3.7%GOOG3.6%YUMC3.5%BEKENVDARLXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufac 24.4% Added +12%HTHT H World Group Ltd 17.2% Added +4%PDD PDD Holdings Inc 16.9% HeldBZ Kanzhun Limited 15.5% Added +175%TCOM Trip Com Group Ltd 4.2% Added +53%MU Micron Technology Inc 4.1% Added +283%SNDK Sandisk Corp 3.7% Added +192%GOOG Alphabet Inc 3.6% HeldYUMC Yum China Hldgs Inc 3.5% Added +17%BEKE Ke Hldgs Inc 2.5% Added +19%NVDA Nvidia Corporation 1.6% Trimmed −72%RLX RLX Technology Inc 1.4% Held
What changed