Perseverance Asset Management International 13F Holdings

CIK 0001802695 · GEORGE TOWN, E9

As of Sep 30, 2025, Perseverance Asset Management International reported 15 positions worth $582.0M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
H WORLD GROUP LTDHTHTConsumer Cyclical5,201,183$203.4M34.95%
PDD HOLDINGS INCPDDConsumer Cyclical1,333,235 76.2M30.28%
ALPHABET INCGOOGEquity300,000$73.1M12.55%
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical713,999$30.6M5.27%
RLX TECHNOLOGY INCRLXConsumer Defensive7,465,567 9.6M3.37%
AMER SPORTS INCASConsumer Cyclical543,404 8.9M3.24%
NETEASE INCNTESCommunication Services112,000 7.0M2.93%
IQIYI INCIQCommunication Services5,390,000 3.8M2.37%
KE HOLDINGS INCBEKEReal Estate659,849 2.5M2.15%
KANZHUN LTDBZIndustrials251,642$5.9M1.01%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—59,100$5.3M0.91%
CANADA GOOSE HOLDINGS INCGOOSConsumer Cyclical220,000$3.0M0.52%
SUMMIT THERAPEUTICS INCSMMTHealthcare59,745 .2M0.21%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology3,141$877.3K0.15%
ATRENEW INCREREConsumer Cyclical97,850$450.1K0.08%