13F HOLDINGS REPORT
Panview Asian Equity Master Fund
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001797217-24-000007
Total Value
$429.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 1,224,000 | $159.8M | 37.18% |
| 2 | DECKERS OUTDOOR CORP | DECK | 303,900 | $48.5M | 11.28% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 509,972 | $38.7M | 9.00% |
| 4 | ALPHABET INC | GOOG | 219,000 | $36.6M | 8.52% |
| 5 | PDD HOLDINGS INC | PDD | 262,000 | $35.3M | 8.22% |
| 6 | VANECK ETF TRUST | 92189F791 | 597,000 | $29.1M | 6.78% |
| 7 | VANECK ETF TRUST | 92189F106 | 714,300 | $28.4M | 6.62% |
| 8 | ACM RESH INC | 00108J109 | 1,167,199 | $23.7M | 5.51% |
| 9 | SUNCOR ENERGY INC NEW | SU | 339,000 | $12.5M | 2.91% |
| 10 | CENOVUS ENERGY INC | CVE | 735,000 | $12.3M | 2.86% |
| 11 | WOLFSPEED INC | WOLF | 485,000 | $4.7M | 1.09% |
| 12 | TESLA INC | TSLA | 200 | $76,400 | 0.02% |