Panview Asian Equity Master Fund - Q4 2022 holdings

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$54.4 Million 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 33.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SU BuySUNCOR ENERGY INC NEW$14,405,420
+20.7%
454,000
+7.1%
26.48%
+9.6%
DECK BuyDECKERS OUTDOOR CORP$11,376,060
+37.3%
28,500
+7.5%
20.92%
+24.7%
AR BuyANTERO RESOURCES CORP$7,463,972
+14.3%
240,851
+12.6%
13.72%
+3.8%
LAC BuyLITHIUM AMERS CORP NEW$6,874,814
-22.4%
362,787
+7.4%
12.64%
-29.5%
RRC BuyRANGE RES CORP$6,466,419
+15.3%
258,450
+16.4%
11.89%
+4.7%
CCJ BuyCAMECO CORP$4,307,300
+170.7%
190,000
+216.7%
7.92%
+145.9%
DQ NewDAQO NEW ENERGY CORPspnsrd ads new$1,930,500–50,000
+100.0%
3.55%–
NewSUNCOR ENERGY INC NEWcall$38,500–1,750
+100.0%
0.07%–
Original filings

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

  • View 13F-HR/A filed 2023-02-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SUNCOR ENERGY INC NEW7Q3 202329.4%
SEA LTD7Q2 202239.5%
LITHIUM AMERS CORP NEW6Q2 202317.9%
QORVO INC6Q1 202216.7%
DECKERS OUTDOOR CORP5Q3 202325.7%
WESTERN DIGITAL CORP.5Q2 202211.6%
PINDUODUO INC4Q1 202238.2%
WOLFSPEED INC4Q3 202228.4%
CREE INC4Q3 202117.4%
ACM RESH INC4Q3 202313.1%

View Panview Asian Equity Master Fund's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-02
D/A2024-01-05
13F-HR2023-11-03
13F-HR2023-08-07
13F-HR2023-05-10
13F-HR/A2023-02-15
13F-HR2023-01-18
D/A2023-01-05
13F-HR2022-11-01
13F-HR2022-08-12

View Panview Asian Equity Master Fund's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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