Panview Asian Equity Master Fund Top Holdings and 13F Report (2024) → Protect Your Bank Account Before It’s Too Late (From Weiss Ratings) (Ad) About Panview Asian Equity Master FundInvestment ActivityPanview Asian Equity Master Fund has $318.65 million in total holdings as of March 31, 2024.Panview Asian Equity Master Fund owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 59.34% of the portfolio was purchased this quarter.About 16.35% of the portfolio was sold this quarter.This quarter, Panview Asian Equity Master Fund has purchased 10 new stocks and bought additional shares in 4 stocks.Panview Asian Equity Master Fund sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings APPLOVIN CORP $96,215,800Deckers Outdoor $36,709,140Alphabet $34,106,240New Oriental Education & Technology Group $32,381,429VanEck Junior Gold Miners ETF $19,951,100 Largest New Holdings this Quarter APPLOVIN CORP $96,215,800 HoldingVanEck Junior Gold Miners ETF $19,951,100 HoldingPDD $17,553,750 HoldingWolfspeed $16,372,500 HoldingLumentum $12,311,000 Holding Largest Purchases this Quarter APPLOVIN CORP 1,390,000 shares (about $96.22M)VanEck Junior Gold Miners ETF 515,000 shares (about $19.95M)PDD 151,000 shares (about $17.55M)Wolfspeed 555,000 shares (about $16.37M)Alphabet 82,000 shares (about $12.49M) Largest Sales this Quarter ACM Research 690,000 shares (about $20.11M)Deckers Outdoor 4,500 shares (about $4.24M)New Oriental Education & Technology Group 20,000 shares (about $1.74M) 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$96,215,800$96,215,800 ▲New Holding1,390,00030.2%COM CL ADECKDeckers Outdoor$36,709,140$4,235,670 ▼-10.3%39,00011.5%Retail/WholesaleGOOGAlphabet$34,106,240$12,485,320 ▲57.7%224,00010.7%Computer and TechnologyEDUNew Oriental Education & Technology Group$32,381,429$1,736,400 ▼-5.1%372,97210.2%Consumer DiscretionaryGDXJVanEck Junior Gold Miners ETF$19,951,100$19,951,100 ▲New Holding515,0006.3%ETFPDDPDD$17,553,750$17,553,750 ▲New Holding151,0005.5%Retail/WholesaleCVECenovus Energy$16,891,550$6,596,700 ▲64.1%845,0005.3%Oils/EnergyWOLFWolfspeed$16,372,500$16,372,500 ▲New Holding555,0005.1%Computer and TechnologySUSuncor Energy$15,096,190$2,030,050 ▲15.5%409,0004.7%Oils/EnergyLITELumentum$12,311,000$12,311,000 ▲New Holding260,0003.9%Computer and TechnologyACMRACM Research$10,716,322$20,106,599 ▼-65.2%367,7533.4%Computer and TechnologyLITHIUM AMERICAS ARGENTINA C$7,187,840$2,425,500 ▲50.9%1,333,5512.3%COM SHSGDXVanEck Gold Miners ETF$3,162,000$3,162,000 ▲New Holding100,0001.0%ETFSPYSPDR S&P 500 ETF Trust$0$18,537,090 ▼-100.0%00.0%FinanceBTEBaytex Energy$0$5,561,000 ▼-100.0%00.0%Oils/EnergyLITHIUM AMERS CORP NEW$0$1,910,726 ▼-100.0%00.0%COM SHS 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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 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.
