Panview Asian Equity Master Fund as of Sept. 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 37.2 | $160M | 1.2M | 130.55 | |
| Deckers Outdoor Corporation (DECK) | 11.3 | $49M | 304k | 159.45 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 9.0 | $39M | 510k | 75.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.5 | $37M | 219k | 167.19 | |
| Pdd Holdings Sponsored Ads (PDD) | 8.2 | $35M | 262k | 134.81 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 6.8 | $29M | 597k | 48.81 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 6.6 | $28M | 714k | 39.82 | |
| Acm Resh Com Cl A (ACMR) | 5.5 | $24M | 1.2M | 20.30 | |
| Suncor Energy (SU) | 2.9 | $13M | 339k | 36.92 | |
| Cenovus Energy (CVE) | 2.9 | $12M | 735k | 16.73 | |
| Wolfspeed | 1.1 | $4.7M | 485k | 9.70 | |
| Tesla Motors Inc cmn Put Option | 0.0 | $76k | 200.00 | 382.00 |
