Perseverance Asset Management International
•CIK: 1802695•Filing: Q4 2025
**Perseverance Asset Management International** manages $683M across a concentrated portfolio of 13 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including HTHT at $243.4M and PDD at $222.5M. Further allocations are notable in GOOG ($94.1M) and YUMC ($34.1M), indicating a strategic focus on high-conviction, large-cap opportunities. This structure suggests a tactical, equity-focused mandate with substantial capital deployed into select market leaders.
Total AUM
$682.5M
QoQ Performance
+17.3%
Positions
13
Top 10 Concentration
98.5%
Latest Filing
Q4 2025
Top Holdings Allocation
HTHT
PDD
GOOGL
HTHT35.7%
PDD32.6%
GOOGL13.8%
YUMC5.0%
BEKE2.7%
RLX2.7%
NTES2.2%
IQ1.9%
📈 Biggest Buys
Sector Breakdown
Other86.2%
Technology13.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑5 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022