Perseverance Asset Management International
Perseverance Asset Management International reported 18 stocks worth $977M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TSM (24.4%), HTHT (17.2%) and PDD (16.9%). Compared with Q1 2026, the fund opened new positions in WRD, V and BABA, added to TSM, HTHT and BZ, trimmed NVDA, RLX and NTES and sold out of FUTU, LITE and XPEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $238M | 24.4% | 499K | +52K (+12%) | 6 of 8 | |
| 2 |  HTHT H World Group Ltd | $168M | 17.2% | 4M | +153K (+4%) | 8 of 8 | |
| 3 |  PDD Pdd Holdings Inc | $165M | 16.9% | 2.2M | No change | 8 of 8 | |
| 4 |  BZ Kanzhun Limited | $152M | 15.5% | 11.8M | +7.5M (+175%) | 8 of 8 | |
| 5 |  TCOM Trip Com Group Ltd | $41.2M | 4.2% | 1M | +359K (+53%) | 5 of 8 | |
| 6 |  MU Micron Technology Inc | $39.7M | 4.1% | 34K | +25K (+283%) | 2 of 8 | |
| 7 |  SNDK Sandisk Corp | $36.4M | 3.7% | 16K | +11K (+192%) | 2 of 8 | |
| 8 |  GOOG Alphabet Inc | $35.3M | 3.6% | 100K | No change | 8 of 8 | |
| 9 |  YUMC Yum China Hldgs Inc | $34.2M | 3.5% | 837K | +123K (+17%) | 8 of 8 | |
| 10 |  BEKE KE Hldgs Inc | $24M | 2.5% | 1.7M | +261K (+19%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FUTU Futu Hldgs Ltd | $20.5M | 150K |
 LITE Lumentum Hldgs Inc | $17.6M | 25K |
 XPEV Xpeng Inc | $13.7M | 800K |
 MOS The Mosaic Co | $7.7M | 300K |
 AMD Advanced Micro Devices Inc | $6.1M | 30K |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 VRT Vertiv Holdings Co | Put | $1.7M | 5,000 | +5,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Perseverance Asset Management International 13F FAQ
What does Perseverance Asset Management International own?
Perseverance Asset Management International reported 18 stocks worth $977M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TSM (24.4%), HTHT (17.2%) and PDD (16.9%). The table above lists every position in the filing (the top 10 without an account).
What did Perseverance Asset Management International buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 8 added to, 4 trimmed and 6 sold out. New positions include WRD, V and BABA. It sold all of FUTU, LITE and XPEV.
When will Perseverance Asset Management International file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Perseverance Asset Management International's portfolio worth?
The Q2 2026 filing reports $977M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.