Panview Asian Equity Master Fund Portfolio Holdings by Sector
Panview Asian Equity Master Fund
- $396 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
APP 1 stocks |
$122,749
30.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$46,364
11.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
GDXJ GDX 2 stocks |
$46,355
11.7% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$38,334
9.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
PDD 1 stocks |
$37,358
9.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
EDU 1 stocks |
$33,654
8.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVE SU 2 stocks |
$27,365
6.91% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
WOLF 1 stocks |
$15,590
3.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ACMR 1 stocks |
$15,293
3.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
LITE 1 stocks |
$13,239
3.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|