Market Value Trend ($B)
27 periods
Perseverance Asset Management International
13F Holdings and Portfolio Analysis
Qiu GuoLu 2026 Q2 13F holdings, quarterly changes, portfolio value trend and position weight distribution.
Perseverance Asset Management International Overview
Perseverance Asset Management International held 19 stocks in 2026 Q2, with total market value around $0.98B.
Perseverance Asset Management International's top five holdings in 2026 Q2: TSM(TAIWAN SEMIC...) 24.32%, HTHT(H World Grou...) 17.20%, PDD(PDD HOLDINGS...) 16.86%, BZ(KANZHUN LIMI...) 15.51%, TCOM(TRIP COM GRO...) 4.21%.
- Portfolio Value
- $0.98B
- Current Holdings
- 19 stocks
- New / Increased
- 4 / 9
- Reduced / Exited
- 4 / 6
Current Holdings
| 1 | TSMTAIWAN SEMIC... | ADR | 0.24 | 24.32% | 0.50 +11.64% | +0.05 | $477.57 | $417.52 -12.57% | $350.39 | 1.00 | +$0.03B+19.16% | Increased |
| 2 | HTHTH World Grou... | ADR | 0.17 | 17.20% | 4.04 +3.95% | +0.15 | $41.72 | $47.82 +14.62% | $28.12 | 3.00 | +$0.08B+70.06% | Increased |
| 3 | PDDPDD HOLDINGS... | Common Stock | 0.17 | 16.86% | 2.16 +0.08% | +0.00 | $76.28 | $85.69 +12.34% | $76.17 | 6.50 | +$0.02B+12.49% | Increased |
| 4 | BZKANZHUN LIMI... | ADR | 0.15 | 15.51% | 11.80 +175.17% | +7.51 | $12.87 | $17.80 +38.31% | $13.16 | 2.00 | +$0.05B+35.23% | Increased |
| 5 | TCOMTRIP COM GRO... | ADR | 0.04 | 4.21% | 1.03 +53.20% | +0.36 | $39.84 | $45.35 +13.83% | $33.33 | 0.50 | +$0.01B+36.06% | Increased |
| 6 | MUMicron Techn... | Common Stock | 0.04 | 4.06% | 0.03 +283.48% | +0.03 | $1154.29 | $932.86 -19.18% | $941.38 | 0.50 | -$0.00B-0.91% | Increased |
| 7 | SNDKSANDISK CORP... | Common Stock | 0.04 | 3.72% | 0.02 +192.02% | +0.01 | $2273.73 | $1484.98 -34.69% | $1712.68 | 0.50 | -$0.00B-13.30% | Increased |
| 8 | GOOGALPHABET INC... | Other | 0.04 | 3.61% | 0.10 - | 0.00 | $353.33 | $342.88 -2.96% | $239.57 | 2.75 | +$0.01B+43.12% | Held |
| 9 | YUMCYum China Ho... | Common Stock | 0.03 | 3.49% | 0.84 +17.24% | +0.12 | $40.87 | $45.02 +10.15% | $38.33 | 2.75 | +$0.01B+17.44% | Increased |
| 10 | BEKEKE Holdings ... | ADR | 0.02 | 2.45% | 1.65 +18.77% | +0.26 | $14.53 | $18.32 +26.08% | $16.75 | 1.00 | +$0.00B+9.40% | Increased |
| 11 | NVDANVIDIA CORPO... | Common Stock | 0.02 | 1.64% | 0.08 -72.41% | -0.21 | $200.09 | $217.55 +8.73% | $174.40 | 0.50 | +$0.00B+24.74% | Reduced |
| 12 | RLXRLX Technolo... | ADR | 0.01 | 1.43% | 7.36 -1.80% | -0.14 | $1.90 | $1.83 -3.68% | $2.29 | 4.25 | -$0.00B-20.13% | Reduced |
| 13 | NTESNetEase, Inc... | ADR | 0.01 | 0.52% | 0.04 -76.47% | -0.13 | $128.14 | $122.76 -4.20% | $101.64 | 1.00 | +$0.00B+20.78% | Reduced |
| 14 | IQiQIYI, Inc. | ADR | 0.00 | 0.41% | 3.90 -18.75% | -0.90 | $1.04 | $0.92 -11.54% | $2.90 | 3.50 | -$0.01B-68.31% | Reduced |
| 15 | YSGYATSEN HLDG ... | ADR | 0.00 | 0.17% | 0.53 - | 0.00 | $3.17 | $3.04 -4.10% | $3.89 | 0.75 | -$0.00B-21.85% | Held |
| 16 | VRTVertiv Holdi... | Common Stock | 0.00 | 0.17% | 0.01 | +0.01 | $334.82 | $257.08 -23.22% | $334.82 | 0.25 | -$0.00B-23.22% | New |
| 17 | WRDWeRide Inc. | ADR | 0.00 | 0.15% | 0.26 | +0.26 | $5.82 | $6.05 +3.95% | $5.82 | 0.25 | +$0.00B+3.95% | New |
| 18 | VVisa Inc. | Common Stock | 0.00 | 0.05% | 0.00 | +0.00 | $343.09 | $381.60 +11.22% | $343.09 | 0.25 | +$0.00B+11.22% | New |
| 19 | BABAAlibaba Grou... | ADR | 0.00 | 0.03% | 0.00 | +0.00 | $95.98 | $118.90 +23.88% | $95.98 | 0.25 | +$0.00B+23.88% | New |
1–19 / 19
"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.
Cost basis is an estimate and can differ materially from the actual cost, especially in edge cases.
Cost basis estimate: from the latest uninterrupted holding period, new or increased shares are added to the cost pool at the report price; reductions remove shares at the then-average cost. Example: buy 100 shares at $10 in Q1 and add 50 shares at $16 in Q2, estimated cost basis is (100 x 10 + 50 x 16) / 150 = $12 per share.
Return shows estimated dollar return on top and percentage return below. It uses the previous close when available, otherwise report price.
Security Type identifies common stock, funds, ADRs, derivatives, and convertible securities. A convertible security CUSIP is not its issuer's common-stock ticker.
Exited Holdings
Stocks no longer disclosed in the current 13F portfolio for 2026 Q2.
| 1 | FUTUFUTU HOLDING... | ADR | 0.15 | 0.25 | $136.76 | $93.74 | -$0.01B-31.46% |
| 2 | LITELUMENTUM HLD... | Common Stock | 0.03 | 0.25 | $702.76 | $858.06 | +$0.00B+22.10% |
| 3 | XPEVXPeng Inc. | ADR | 0.80 | 0.25 | $17.11 | $17.11 | $0.00B0.00% |
| 4 | MOSMOSAIC CO CO... | Common Stock | 0.30 | 0.25 | $25.50 | $25.50 | $0.00B0.00% |
| 5 | AMDAdvanced Mic... | Common Stock | 0.03 | 0.25 | $203.43 | $580.91 | +$0.01B+185.56% |
| 6 | NIONIO Inc. | ADR | 0.07 | 0.25 | $6.03 | $6.03 | $0.00B0.00% |
1–6 / 6
Exited holdings are stocks disclosed in the previous report period but no longer disclosed in the current 13F portfolio.
"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.
Cost basis uses the same weighted cost-pool method as current holdings. Estimated exit price uses the current report period weighted report price when available, otherwise the previous report price; it does not represent the actual sale price.
Exit return shows estimated dollar return on top and percentage return below.
Portfolio Visuals
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