Panview Asian Equity Master Fund
- SEC CIK
- 0001797217
- Latest filing
- Nov 13, 2024
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 20, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 8
- +3 vs. Q4 2021
- Portfolio value
- $62.6M
- −$43.0K (−0.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WOLFWolfspeed, Inc. | Stock | 156,322 | $17.8M | 28.5% | +36,500+30.5% | Added | History |
| SESea Ltd | SPONSORD ADS | 89,813 | $10.8M | 17.2% | −20,700−18.7% | Reduced | History |
| LACLithium Americas Corp. | COM NEW | 245,658 | $9.46M | 15.1% | +245,658 | New | History |
| WDCWestern Digital Corp | COM | 131,700 | $6.54M | 10.5% | +20,000+17.9% | Added | History |
| QRVOQorvo, Inc. | Stock | 50,000 | $6.21M | 9.9% | −17,000−25.4% | Reduced | History |
| SUSuncor Energy Inc | Stock | 185,000 | $6.03M | 9.6% | +185,000 | New | History |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 88,997 | $3.68M | 5.9% | +88,997 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 52,333 | $2.10M | 3.4% | +52,333 | New | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.