Panview Asian Equity Master Fund as of June 30, 2024
Portfolio Holdings for Panview Asian Equity Master Fund
Panview Asian Equity Master Fund holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 31.0 | $123M | 1.5M | 83.22 | |
| Deckers Outdoor Corporation (DECK) | 11.7 | $46M | 48k | 967.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $38M | 209k | 183.42 | |
| Pdd Holdings Sponsored Ads (PDD) | 9.4 | $37M | 281k | 132.95 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 8.5 | $34M | 433k | 77.73 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 6.2 | $25M | 585k | 42.12 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 5.5 | $22M | 640k | 33.93 | |
| Wolfspeed (WOLF) | 3.9 | $16M | 685k | 22.76 | |
| Acm Resh Com Cl A (ACMR) | 3.9 | $15M | 663k | 23.06 | |
| Cenovus Energy (CVE) | 3.6 | $15M | 735k | 19.66 | |
| Lumentum Hldgs (LITE) | 3.3 | $13M | 260k | 50.92 | |
| Suncor Energy (SU) | 3.3 | $13M | 339k | 38.10 |
