$166 Million is the total value of Perseverance Asset Management International's 23 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TAL | New | TAL EDUCATION GROUPsponsored ads | $16,697,000 | – | 3,380,000 | +100.0% | 10.05% | – |
| Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $11,421,000 | +87.0% | 476,468 | +58.8% | 6.87% | +172.6% | |
| MSFT | Buy | MICROSOFT CORP | $10,481,000 | +140.1% | 45,000 | +164.7% | 6.31% | +249.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,567,000 | +13.5% | 81,200 | +35.3% | 3.35% | +65.4% |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $2,628,000 | – | 401,183 | +100.0% | 1.58% | – |
| GOTU | New | GAOTU TECHEDU INCsponsored ads | $1,512,000 | – | 1,249,556 | +100.0% | 0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ZTO EXPRESS CAYMAN INC | 16 | Q3 2023 | 30.4% |
| PINDUODUO INC | 15 | Q3 2023 | 44.3% |
| NETEASE INC | 15 | Q3 2023 | 16.0% |
| KE HLDGS INC | 13 | Q3 2023 | 20.0% |
| TAL EDUCATION GROUP | 13 | Q3 2023 | 10.0% |
| AMAZON COM INC | 13 | Q1 2023 | 7.2% |
| BAIDU INC | 9 | Q3 2023 | 7.5% |
| WEIBO CORP | 8 | Q3 2021 | 18.0% |
| NEW ORIENTAL ED & TECHNOLOGY | 8 | Q3 2021 | 0.9% |
| ALIBABA GROUP HLDG LTD | 7 | Q3 2023 | 49.1% |
View Perseverance Asset Management International's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Perseverance Asset Management International's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.