Perseverance Asset Management International

Perseverance Asset Management International reported 28 holdings worth US$979M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Perseverance Asset Management International reported 28 holdings worth US$979M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., H World Group Limited and Trip.com Group Ltd. Filed Aug 12, 2026 (Form 13F).

Holdings
28
Value as reported
US$979M

The filing in full

CompanySharesValue as reported% of portfolio
Taiwan Semiconductor Manufacturing Co., Ltd.499KUS$238M24.3%
H World Group Limited4.04MUS$168M17.2%
Trip.com Group Ltd.1.03MUS$41.2M4.2%
Micron Technology, Inc.34,417US$39.7M4.1%
Sandisk Corporation16,000US$36.4M3.7%
Alphabet Inc (google) Class C98,870US$35.3M3.6%
Yum China Holdings, Inc.837KUS$34.2M3.5%
Ke Holdings, Inc. Class A1.65MUS$24M2.5%
Nvidia Corporation80,000US$16M1.6%
Weride Inc. Class A260KUS$1.51M0.15%
Visa Inc.1,419US$487K0.05%
Xpeng, Inc. Class A0US$00.00%
Mosaic Company (the)0US$00.00%
Advanced Micro Devices Inc0US$00.00%
Lumentum Holdings Inc.0US$00.00%

Source

View original at SEC

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