13F HOLDINGS REPORT
Panview Asian Equity Master Fund
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001797217-23-000004
Total Value
$66.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUNCOR ENERGY INC NEW | SU | 454,000 | $14.1M | 21.30% |
| 2 | DECKERS OUTDOOR CORP | DECK | 30,400 | $13.7M | 20.65% |
| 3 | LITHIUM AMERS CORP NEW | LTUM | 363,551 | $7.9M | 11.95% |
| 4 | DAQO NEW ENERGY CORP | DQ | 166,747 | $7.8M | 11.80% |
| 5 | TESLA INC | TSLA | 34,400 | $7.1M | 10.78% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 175,000 | $6.8M | 10.21% |
| 7 | CAMECO CORP | CCJ | 175,000 | $4.6M | 6.92% |
| 8 | ALPHABET INC | GOOG | 35,000 | $3.6M | 5.50% |
| 9 | LAUDER ESTEE COS INC | 518439954 | 400 | $578,000 | 0.87% |