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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Panview Asian Equity Master Fund reports $429.73M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are APP (37.2%), DECK (11.3%) and EDU (9.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Panview Asian Equity Master Fund’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1797217). View Panview Asian Equity Master Fund’s 13F filings on SEC