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Showing Q3 2024 data
Panview Asian Equity Master Fund's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Panview Asian Equity Master Fund
•CIK: 1797217•Filing: Q3 2024
**Panview Asian Equity Master Fund** manages $430M, employing a concentrated, multi-sector approach across Asian equities. The fund maintains a focused portfolio of 12 positions, notably overweighting technology and consumer staples. Top holdings include APP at $159.8M and DECK at $48.5M, alongside significant allocations to global tech names like GOOG ($36.6M) and PDD ($35.3M). This structure suggests a conviction-driven strategy targeting high-growth opportunities within the Asian market landscape.
Total AUM
$429.7M
+ $76.4K in options
QoQ Performance
+8.4%
Positions
10
+ 1 option
Top 10 Concentration
98.9%
Latest Filing
Q3 2024
Top Holdings Allocation
APP
DECK
N1UA
GOOG
PDD
GDXJ
GDX
ACMR
APP37.2%
DECK11.3%
N1UA9.0%
GOOG8.5%
PDD8.2%
GDXJ6.8%
GDX6.6%
ACMR5.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.5%
Technology8.5%
Consumer0.0%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW1 new position
↑6 increased
↓3 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023