$107 Million is the total value of Panview Asian Equity Master Fund's 8 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | New | PINDUODUO INCsponsored ads | $41,031,000 | – | 230,945 | +100.0% | 38.18% | – |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $21,918,000 | – | 306,515 | +100.0% | 20.39% | – |
| CREE | New | CREE INC | $14,966,000 | – | 141,325 | +100.0% | 13.92% | – |
| SE | New | SEA LTDsponsored ads | $9,554,000 | – | 48,000 | +100.0% | 8.89% | – |
| QRVO | New | QORVO INC | $8,313,000 | – | 50,000 | +100.0% | 7.74% | – |
| New | IHUMAN INC | $7,838,000 | – | 432,597 | +100.0% | 7.29% | – | |
| BILI | New | BILIBILI INCspons ads rep z | $3,857,000 | – | 45,000 | +100.0% | 3.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SUNCOR ENERGY INC NEW | 7 | Q3 2023 | 29.4% |
| SEA LTD | 7 | Q2 2022 | 39.5% |
| LITHIUM AMERS CORP NEW | 6 | Q2 2023 | 17.9% |
| QORVO INC | 6 | Q1 2022 | 16.7% |
| DECKERS OUTDOOR CORP | 5 | Q3 2023 | 25.7% |
| WESTERN DIGITAL CORP. | 5 | Q2 2022 | 11.6% |
| PINDUODUO INC | 4 | Q1 2022 | 38.2% |
| WOLFSPEED INC | 4 | Q3 2022 | 28.4% |
| CREE INC | 4 | Q3 2021 | 17.4% |
| ACM RESH INC | 4 | Q3 2023 | 13.1% |
View Panview Asian Equity Master Fund's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| D/A | 2024-01-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-01-18 |
| D/A | 2023-01-05 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-12 |
View Panview Asian Equity Master Fund's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.