Panview Asian Equity Master Fund
- SEC CIK
- 0001797217
- Latest filing
- Nov 13, 2024
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 4, 2021. Long positions only.
- Positions
- 7
- No 13F data for Q4 2020
- Portfolio value
- $104.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 222,945 | $29.8M | 28.7% | – | – | History |
| SESea Ltd | SPONSORD ADS | 66,713 | $14.9M | 14.3% | – | – | History |
| TALTAL Education Group | SPONSORED ADS | 262,397 | $14.1M | 13.6% | – | – | History |
| WOLFWolfspeed, Inc. | COM | 118,866 | $12.9M | 12.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 23,839 | $12.7M | 12.2% | – | – | History |
| ACMRACM Research, Inc. | Stock | 127,244 | $10.3M | 9.9% | – | – | History |
| QRVOQorvo, Inc. | Stock | 51,000 | $9.32M | 9.0% | – | – | History |