34 is the total number of securities Panview Asian Equity Master Fund has owned. The longest Panview Asian Equity Master Fund has owned a single stock is 7 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SU | SUNCOR ENERGY INC NEW | 7 | 7 | 9.64% | 20.39% | 29.36% | Q1 2022 | Q3 2023 | 7 |
| SE | SEA LTD | 7 | 7 | 5.52% | 18.57% | 39.49% | Q4 2020 | Q2 2022 | 7 |
| LAC | LITHIUM AMERS CORP NEW | 6 | 6 | 10.33% | 14.07% | 17.94% | Q1 2022 | Q2 2023 | 6 |
| QRVO | QORVO INC | 6 | 6 | 5.13% | 9.40% | 16.74% | Q4 2020 | Q1 2022 | 6 |
| DECK | DECKERS OUTDOOR CORP | 5 | 5 | 16.77% | 21.64% | 25.69% | Q3 2022 | Q3 2023 | 5 |
| WDC | WESTERN DIGITAL CORP. | 5 | 5 | 6.31% | 9.59% | 11.64% | Q2 2021 | Q2 2022 | 5 |
| PDD | PINDUODUO INC | 3 | 1 | 3.36% | 22.17% | 38.18% | Q4 2020 | Q1 2022 | 4 |
| WOLFSPEED INC | 4 | 4 | 6.41% | 18.46% | 28.45% | Q4 2021 | Q3 2022 | 4 | |
| CREE | CREE INC | 4 | 4 | 9.87% | 13.39% | 17.41% | Q4 2020 | Q3 2021 | 4 |
| ACMR | ACM RESH INC | 3 | 1 | 7.84% | 10.79% | 13.11% | Q1 2021 | Q3 2023 | 4 |
| DQ | DAQO NEW ENERGY CORP | 3 | 1 | 3.55% | 7.75% | 11.80% | Q1 2022 | Q2 2023 | 4 |
| TSLA | TESLA INC | 4 | 4 | 2.81% | 6.78% | 10.78% | Q3 2022 | Q2 2023 | 4 |
| CCJ | CAMECO CORP | 4 | 4 | 3.22% | 5.97% | 7.92% | Q3 2022 | Q2 2023 | 4 |
| NEW ORIENTAL ED & TECH... | 3 | 3 | 10.21% | 21.07% | 32.17% | Q1 2023 | Q3 2023 | 3 | |
| AR | ANTERO RESOURCES CORP | 3 | 3 | 10.34% | 12.43% | 13.72% | Q2 2022 | Q4 2022 | 3 |
| RRC | RANGE RES CORP | 3 | 3 | 9.03% | 10.76% | 11.89% | Q2 2022 | Q4 2022 | 3 |
| NVDA | NVIDIA CORPORATION | 3 | 3 | 9.65% | 10.75% | 12.23% | Q1 2021 | Q3 2021 | 3 |
| SUNCOR ENERGY INC NEW | 2 | 1 | 0.07% | 0.31% | 0.66% | Q4 2022 | Q3 2023 | 3 | |
| TAL | TAL EDUCATION GROUP | 2 | 2 | 13.58% | 16.99% | 20.39% | Q4 2020 | Q1 2021 | 2 |
| GOOG | ALPHABET INC | 2 | 2 | 5.50% | 6.71% | 7.92% | Q1 2023 | Q2 2023 | 2 |
| STX | SEAGATE TECHNOLOGY HLD... | 2 | 2 | 2.93% | 4.91% | 6.89% | Q2 2021 | Q3 2021 | 2 |
| ZH | ZHIHU INC | 1 | 1 | 11.77% | 11.77% | 11.77% | Q2 2021 | Q2 2021 | 1 |
| FB | META PLATFORMS INC | 1 | 1 | 10.74% | 10.74% | 10.74% | Q4 2021 | Q4 2021 | 1 |
| CVE | CENOVUS ENERGY INC | 1 | 1 | 9.79% | 9.79% | 9.79% | Q3 2023 | Q3 2023 | 1 |
| QFIN | 360 DIGITECH INC | 1 | 1 | 7.81% | 7.81% | 7.81% | Q2 2021 | Q2 2021 | 1 |
| IHUMAN INC | 1 | 1 | 7.29% | 7.29% | 7.29% | Q4 2020 | Q4 2020 | 1 | |
| BTEGF | BAYTEX ENERGY CORP | 1 | 1 | 6.42% | 6.42% | 6.42% | Q3 2023 | Q3 2023 | 1 |
| DOYU | DOUYU INTL HLDGS LTD | 1 | 1 | 4.71% | 4.71% | 4.71% | Q2 2021 | Q2 2021 | 1 |
| BILI | BILIBILI INC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q4 2020 | Q4 2020 | 1 |
| NOAH | NOAH HLDGS LTD | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2021 | Q2 2021 | 1 |
| LAUDER ESTEE COS INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2023 | Q1 2023 | 1 | |
| SU | SUNCOR ENERGY INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| STX | SEAGATE TECHNOLOGY HLD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SE | SEA LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including SUNCOR ENERGY INC NEW, SEA LTD, and LITHIUM AMERS CORP NEW, are the highest-conviction holdings of Panview Asian Equity Master Fund.
The conviction is calculated by counting the number of quarters a security has been reported by Panview Asian Equity Master Fund. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Panview Asian Equity Master Fund owns currently or has owned in the past.