Panview Asian Equity Master Fund Portfolio Holdings by Sector
Panview Asian Equity Master Fund
- $430 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
APP 1 stocks |
$159,793
37.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
GDXJ GDX 2 stocks |
$57,582
13.4% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$48,444
11.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
EDU 1 stocks |
$38,650
9.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$36,612
8.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
PDD 1 stocks |
$35,322
8.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
SU CVE 2 stocks |
$24,811
5.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ACMR 1 stocks |
$23,694
5.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
WOLF 1 stocks |
$4,704
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|