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Portfolio (Quarterly) Guide ↗

Perseverance Asset Management International

· CIK 0001802695
13F Portfolio $979M AUM 28 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 8 Added 4 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VRT PUT VERTIV HOLDINGS CO Industrials 5,000.0 $1.7M 0.17% NEW $334.82 -12.7%
2 WRD WERIDE INC Technology 260,000.0 $1.5M 0.15% NEW $5.82 +4.5%
3 V VISA INC Financial Services 1,419.0 $487K 0.05% NEW $343.09 +4.6%
4 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,399.0 $326K 0.03% NEW $95.98 +29.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 41.9%
Technology 34.5%
Industrials 15.6%
Communication Services 4.0%
Real Estate 2.5%
Consumer Defensive 1.4%
Financial Services 0.0%