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Portfolio (Quarterly) Guide ↗

Perseverance Asset Management International

· CIK 0001802695
13F Portfolio $909.0B AUM 33 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 5 Added 4 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HTHT H WORLD GROUP LTD Consumer Cyclical 3,882,036.0 $195.2M 21.48% -1.3M -24.9% $50.29 -8.4%
2 GOOG ALPHABET INC Communication Services 100,000.0 $28.7M 3.16% -200K -66.7% $286.86 +37.1%
3 RLX RLX TECHNOLOGY INC Consumer Defensive 7,495,862.0 $16.5M 1.81% -295K -3.8% $2.20 -1.8%
4 IQ IQIYI INC Communication Services 4,800,000.0 $6.5M 0.71% -2.0M -29.4% $1.35 -14.1%

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 55.2%
Technology 27.3%
Industrials 6.4%
Communication Services 3.9%
Financial Services 2.3%
Real Estate 2.3%
Consumer Defensive 1.8%
Basic Materials 0.8%