13F HOLDINGS REPORT
Perseverance Asset Management International
Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001802695-23-000002
Total Value
$222.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PINDUODUO INC | PDD | 644,664 | $52.6M | 23.58% |
| 2 | PINDUODUO INC | PDD | 381,456 | $31.1M | 13.95% |
| 3 | ZTO EXPRESS CAYMAN INC | ZTOEF | 749,902 | $20.1M | 9.04% |
| 4 | TESLA INC | TSLA | 150,000 | $18.5M | 8.29% |
| 5 | AMAZON COM INC | AMZN | 190,000 | $16.0M | 7.16% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 350,000 | $12.2M | 5.47% |
| 7 | TAL EDUCATION GROUP | TAL | 1,390,919 | $9.8M | 4.40% |
| 8 | NETEASE INC | NETTF | 103,720 | $7.5M | 3.38% |
| 9 | KE HLDGS INC | BEKE | 519,983 | $7.3M | 3.26% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 62,481 | $5.5M | 2.47% |
| 11 | ZTO EXPRESS CAYMAN INC | ZTOEF | 179,118 | $4.8M | 2.16% |
| 12 | RLX TECHNOLOGY INC | RLX | 1,855,200 | $4.3M | 1.91% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 47,928 | $4.2M | 1.89% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 55,000 | $4.1M | 1.84% |
| 15 | KE HLDGS INC | BEKE | 283,121 | $4.0M | 1.77% |
| 16 | YUM CHINA HLDGS INC | YUMC | 67,335 | $3.7M | 1.65% |
| 17 | MICROSOFT CORP | MSFT | 15,000 | $3.6M | 1.61% |
| 18 | TESLA INC | TSLA | 23,000 | $2.8M | 1.27% |
| 19 | RLX TECHNOLOGY INC | RLX | 1,135,690 | $2.6M | 1.17% |
| 20 | KANZHUN LIMITED | BZ | 126,841 | $2.6M | 1.16% |
| 21 | YUM CHINA HLDGS INC | YUMC | 34,702 | $1.9M | 0.85% |
| 22 | KANZHUN LIMITED | BZ | 71,553 | $1.5M | 0.65% |
| 23 | JINKOSOLAR HLDG CO LTD | JKS | 24,385 | $996,859 | 0.45% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,200 | $834,288 | 0.37% |
| 25 | DAQO NEW ENERGY CORP | DQ | 13,438 | $518,841 | 0.23% |