Panview Asian Equity Master Fund Top Holdings and 13F Report (2024) About Panview Asian Equity Master FundInvestment ActivityPanview Asian Equity Master Fund has $429.73 million in total holdings as of September 30, 2024.Panview Asian Equity Master Fund owns shares of 12 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 14.47% of the portfolio was purchased this quarter.About 11.75% of the portfolio was sold this quarter.This quarter, Panview Asian Equity Master Fund has purchased 12 new stocks and bought additional shares in 6 stocks.Panview Asian Equity Master Fund sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings APPLOVIN CORP $159,793,200Deckers Outdoor $48,456,855New Oriental Education & Technology Group $38,676,276Alphabet $36,614,610PDD $35,320,220 Largest New Holdings this Quarter TESLA INC $76,400 Holding Largest Purchases this Quarter Deckers Outdoor 256,000 shares (about $40.82M)ACM Research 504,000 shares (about $10.23M)New Oriental Education & Technology Group 77,000 shares (about $5.84M)VanEck Gold Miners ETF 74,300 shares (about $2.96M)Alphabet 10,000 shares (about $1.67M) Largest Sales this Quarter APPLOVIN CORP 251,000 shares (about $32.77M)PDD 19,000 shares (about $2.56M)Wolfspeed 200,000 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPanview Asian Equity Master Fund Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPPLOVIN CORP$159,793,200$32,768,050 ▼-17.0%1,224,00037.2%COM CL ADECKDeckers Outdoor$48,456,855$40,819,200 ▲534.4%303,90011.3%Retail/WholesaleEDUNew Oriental Education & Technology Group$38,676,276$5,839,680 ▲17.8%509,9729.0%Consumer DiscretionaryGOOGAlphabet$36,614,610$1,671,900 ▲4.8%219,0008.5%Computer and TechnologyPDDPDD$35,320,220$2,561,390 ▼-6.8%262,0008.2%Multi-Sector ConglomeratesGDXJVanEck Junior Gold Miners ETF$29,139,570$585,720 ▲2.1%597,0006.8%ETFGDXVanEck Gold Miners ETF$28,443,426$2,958,626 ▲11.6%714,3006.6%ETFACMRACM Research$23,694,140$10,231,200 ▲76.0%1,167,1995.5%Computer and TechnologySUSuncor Energy$12,515,8800.0%339,0002.9%Oils/EnergyCVECenovus Energy$12,296,5500.0%735,0002.9%Oils/EnergyWOLFWolfspeed$4,704,500$1,940,000 ▼-29.2%485,0001.1%Computer and TechnologyTESLA INC$76,400$76,400 ▲New Holding2000.0%COMLITELumentum$0$13,239,200 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
