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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 NVDA NVIDIA CORPORATION Technology 80,000.0 $16.0M 1.64% -210K -72.4% $200.09 +12.5%
2 RLX RLX TECHNOLOGY INC Consumer Defensive 7,360,737.0 $14.0M 1.43% -135K -1.8% $1.90 -1.6%
3 NTES NETEASE COM INC Technology 40,000.0 $5.1M 0.52% -130K -76.5% $128.14 -2.9%
4 IQ IQIYI INC Communication Services 3,900,000.0 $4.1M 0.41% -900K -18.8% $1.04 +27.9%

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%