StockDriftsStockDriftsTop 11 Panview Asian Equity Master Fund Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 37.18% | 1.22M | $159.8M | -17.02%(-251.00K) | — | 2024-09-30 | |
| DECK | DECKERS OUTDOOR CORP | 11.28% | 303.9K | $48.5M | +534.45%(+256.00K) | — | 2024-09-30 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 9% | 510.0K | $38.7M | +17.78%(+77.00K) | — | 2024-09-30 | |
| GOOG | ALPHABET INC | 8.52% | 219.0K | $36.6M | +4.78%(+10.00K) | — | 2024-09-30 | |
| PDD | PDD HOLDINGS INC | 8.22% | 262.0K | $35.3M | -6.76%(-19.00K) | — | 2024-09-30 | |
| GDXJ | VANECK ETF TRUST | 6.78% | 597.0K | $29.1M | +2.05%(+12.00K) | — | 2024-09-30 | |
| GDX | VANECK ETF TRUST | 6.62% | 714.3K | $28.4M | +11.61%(+74.30K) | — | 2024-09-30 | |
| ACMR | ACM RESH INC | 5.51% | 1.17M | $23.7M | +76.00%(+504.00K) | — | 2024-09-30 | |
| SU | SUNCOR ENERGY INC NEW | 2.91% | 339.0K | $12.5M | +0.00%(+0) | — | 2024-09-30 | |
| CVE | CENOVUS ENERGY INC | 2.86% | 735.0K | $12.3M | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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