Panview Asian Equity Master Fund

Panview Asian Equity Master Fund as of June 30, 2021

Portfolio Holdings for Panview Asian Equity Master Fund

Panview Asian Equity Master Fund holds 12 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinduoduo Sponsored Ads (PDD) 17.3 $23M 183k 127.02
Acm Resh Com Cl A (ACMR) 11.5 $16M 152k 102.22
Zhihu Ads 11.0 $15M 1.1M 13.56
NVIDIA Corporation (NVDA) 9.7 $13M 16k 800.11
Cree 9.2 $12M 127k 97.93
Seagate Technology Hldngs Pl Ord Shs (STX) 9.0 $12M 138k 87.93
Western Digital (WDC) 7.7 $10M 145k 71.17
360 Digitech American Dep (QFIN) 7.3 $9.8M 235k 41.84
Sea Sponsord Ads (SE) 5.2 $7.0M 25k 274.60
Qorvo (QRVO) 4.8 $6.5M 33k 195.64
Douyu Intl Hldgs Sponsored Ads 4.4 $5.9M 867k 6.84
Noah Hldgs Spon Ads Cl A (NOAH) 2.7 $3.7M 78k 47.20