Panview Asian Equity Master Fund
- SEC CIK
- 0001797217
- Latest filing
- Nov 13, 2024
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 22, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 12
- +5 vs. Q1 2021
- Portfolio value
- $125.9M
- +$21.8M (+21.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 182,897 | $23.2M | 18.5% | −40,048−18.0% | Reduced | History |
| ACMRACM Research, Inc. | Stock | 151,650 | $15.5M | 12.3% | +24,406+19.2% | Added | History |
| ZHZhihu Inc. | ADS | 1,092,705 | $14.8M | 11.8% | +1,092,705 | New | History |
| NVDANVIDIA Corp | Stock | 16,339 | $13.1M | 10.4% | −7,500−31.5% | Reduced | History |
| WOLFWolfspeed, Inc. | COM | 126,866 | $12.4M | 9.9% | +8,000+6.7% | Added | History |
| WDCWestern Digital Corp | COM | 145,000 | $10.3M | 8.2% | +145,000 | New | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 235,000 | $9.83M | 7.8% | +235,000 | New | History |
| SESea Ltd | SPONSORD ADS | 25,313 | $6.95M | 5.5% | −41,400−62.1% | Reduced | History |
| QRVOQorvo, Inc. | Stock | 33,000 | $6.46M | 5.1% | −18,000−35.3% | Reduced | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 866,717 | $5.93M | 4.7% | +866,717 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 138,200 | $3.69M | 2.9% | +138,200 | New | History |
| NOAHNoah Holdings Ltd | SPON ADS | 77,624 | $3.66M | 2.9% | +77,624 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.