$54.4 Billion is the total value of Panview Asian Equity Master Fund's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SU | Buy | SUNCOR ENERGY INC NEW | $14,405,420 | +120588.8% | 454,000 | +7.1% | 26.48% | +9.6% |
| DECK | Buy | DECKERS OUTDOOR CORP | $11,376,060 | +137225.7% | 28,500 | +7.5% | 20.92% | +24.7% |
| AR | Buy | ANTERO RESOURCES CORP | $7,463,972 | +114220.3% | 240,851 | +12.6% | 13.72% | +3.8% |
| LAC | Buy | LITHIUM AMERS CORP NEW | $6,874,814 | +77493.8% | 362,787 | +7.4% | 12.64% | -29.5% |
| RRC | Buy | RANGE RES CORP | $6,466,419 | +115207.0% | 258,450 | +16.4% | 11.89% | +4.7% |
| CCJ | Buy | CAMECO CORP | $4,307,300 | +270629.1% | 190,000 | +216.7% | 7.92% | +145.9% |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $1,930,500 | – | 50,000 | +100.0% | 3.55% | – |
| TSLA | Sell | TESLA INC | $1,527,432 | +44535.7% | 12,400 | -3.9% | 2.81% | -59.5% |
| New | SUNCOR ENERGY INC NEWcall | $38,500 | – | 1,750 | +100.0% | 0.07% | – | |
| SU | Exit | SUNCOR ENERGY INC NEWcall | $0 | – | -100,000 | -100.0% | 0.00% | – |
| Exit | WOLFSPEED INC | $0 | – | -30,622 | -100.0% | -6.41% | – |
Signatures
The EDGAR filing(s) were signed by:
- Jesse Lentchner — Chief Operating Officer
- Panview Asian Equity Master Fund holdings (13F-HR)
- Panview Asian Equity Master Fund ownership history
- Panview Asian Equity Master Fund portfolio value
- Panview Asian Equity Master Fund filings
- Similar filers BETA
Compare quarterly holdings
Export Panview Asian Equity Master Fund's holdings