Panview Asian Equity Master Fund

Panview Asian Equity Master Fund as of June 30, 2023

Portfolio Holdings for Panview Asian Equity Master Fund

Panview Asian Equity Master Fund holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Deckers Outdoor Corporation (DECK) 25.7 $21M 39k 527.66
New Oriental Ed & Technology Spon Adr (EDU) 20.8 $17M 427k 39.49
Suncor Energy (SU) 12.8 $10M 354k 29.32
Lithium Amers Corp Com New 10.3 $8.4M 414k 20.21
Daqo New Energy Corp Spnsrd Ads New (DQ) 9.8 $7.9M 199k 39.70
Alphabet Cap Stk Cl C (GOOG) 7.9 $6.4M 53k 120.97
Tesla Motors (TSLA) 6.6 $5.3M 20k 261.77
Cameco Corporation (CCJ) 5.8 $4.7M 150k 31.33
Suncor Energy Inc New option Call Option 0.2 $160k 200.00 800.00