Panview Asian Equity Master Fund 13F Holdings · last filed Q3 2024
Panview Asian Equity Master Fund reported 11 securities worth $429.73M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: APP (37.18%), DECK (11.28%), EDU (9.00%). Among its top 25 positions this quarter: 1 new, 6 added, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $159.8M | 37.18% | 1.2M | Trimmed |
| 2 | DECK | DECKERS OUTDOOR CORP | $48.5M | 11.28% | 303,900 | Added |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $38.7M | 9.00% | 509,972 | Added |
| 4 | GOOG | ALPHABET INC | $36.6M | 8.52% | 219,000 | Added |
| 5 | PDD | PDD HOLDINGS INC | $35.3M | 8.22% | 262,000 | Trimmed |
| 6 | GDXJ | VANECK ETF TRUST | $29.1M | 6.78% | 597,000 | Added |
| 7 | GDX | VANECK ETF TRUST | $28.4M | 6.62% | 714,300 | Added |
| 8 | ACMR | ACM RESH INC | $23.7M | 5.51% | 1.2M | Added |
| 9 | SU | SUNCOR ENERGY INC NEW | $12.5M | 2.91% | 339,000 | Hold |
| 10 | CVE | CENOVUS ENERGY INC | $12.3M | 2.86% | 735,000 | Hold |
| 11 | WOLF | WOLFSPEED INC | $4.7M | 1.09% | 485,000 | Trimmed |
| 12 | TSLA | TESLA INC | $76,400 | 0.02% | 200 | New |
| 13 | LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR