13F HOLDINGS REPORT
Panview Asian Equity Master Fund
Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0001797217-23-000005
Total Value
$80.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DECKERS OUTDOOR CORP | DECK | 39,400 | $20.8M | 25.69% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 427,000 | $16.9M | 20.84% |
| 3 | SUNCOR ENERGY INC NEW | SU | 354,000 | $10.4M | 12.83% |
| 4 | LITHIUM AMERS CORP NEW | LTUM | 413,551 | $8.4M | 10.33% |
| 5 | DAQO NEW ENERGY CORP | DQ | 199,277 | $7.9M | 9.78% |
| 6 | ALPHABET INC | GOOG | 53,000 | $6.4M | 7.92% |
| 7 | TESLA INC | TSLA | 20,400 | $5.3M | 6.60% |
| 8 | CAMECO CORP | CCJ | 150,000 | $4.7M | 5.81% |
| 9 | SUNCOR ENERGY INC NEW | SU | 200 | $160,000 | 0.20% |