Panview Asian Equity Master Fund as of March 31, 2024
Portfolio Holdings for Panview Asian Equity Master Fund
Panview Asian Equity Master Fund holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 30.2 | $96M | 1.4M | 69.22 | |
| Deckers Outdoor Corporation (DECK) | 11.5 | $37M | 39k | 941.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.7 | $34M | 224k | 152.26 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 10.2 | $32M | 373k | 86.82 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 6.3 | $20M | 515k | 38.74 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.5 | $18M | 151k | 116.25 | |
| Cenovus Energy (CVE) | 5.3 | $17M | 845k | 19.99 | |
| Wolfspeed (WOLF) | 5.1 | $16M | 555k | 29.50 | |
| Suncor Energy (SU) | 4.7 | $15M | 409k | 36.91 | |
| Lumentum Hldgs (LITE) | 3.9 | $12M | 260k | 47.35 | |
| Acm Resh Com Cl A (ACMR) | 3.4 | $11M | 368k | 29.14 | |
| Lithium Americas Argentina C Com Shs (LAAC) | 2.3 | $7.2M | 1.3M | 5.39 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $3.2M | 100k | 31.62 |
