Panview Asian Equity Master Fund Q1 2022 holdings

$62.6 Million is the total value of Panview Asian Equity Master Fund's 8 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 140.0% .

 Value Shares↓ Weighting
BuyWOLFSPEED INC$17,799
+32.9%
156,322
+30.5%
28.45%
+33.0%
SE SellSEA LTDsponsord ads$10,759
-56.5%
89,813
-18.7%
17.20%
-56.5%
LAC NewLITHIUM AMERS CORP NEW$9,455245,658
+100.0%
15.11%
WDC BuyWESTERN DIGITAL CORP.$6,539
-10.2%
131,700
+17.9%
10.45%
-10.2%
QRVO SellQORVO INC$6,205
-40.8%
50,000
-25.4%
9.92%
-40.7%
SU NewSUNCOR ENERGY INC NEW$6,029185,000
+100.0%
9.64%
DQ NewDAQO NEW ENERGY CORPspnsrd ads new$3,67788,997
+100.0%
5.88%
PDD NewPINDUODUO INCsponsored ads$2,09952,333
+100.0%
3.36%
STX ExitSEAGATE TECHNOLOGY HLDNGS PLcall$0-56,200
-100.0%
0.00%
SE ExitSEA LTDcall$0-32,300
-100.0%
0.00%
FB ExitMETA PLATFORMS INCcl a$0-20,000
-100.0%
-10.74%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Jesse Lentchner — Chief Operating Officer

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EDGAR filings