Panview Asian Equity Master Fund

CENTRAL, K3 · CIK 1797217 · 13F filing filed 2024-11-13

Exempt reporting adviser since 2019 · other (specify)

As an employer

$429.7m reported value +8.4% vs Q2 2024

11positions

98.9%in top 10

0 new 6 added 3 reduced 1 sold out vs Q2 2024

Options: 0 call positions (— notional), 1 put positions ($76.4k notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLOVIN CORP COM CL A APP	APP	1,224,000	$159.8m37.19%	37.19%	Reduced -251.0k	-251,000 -17.0%
2	DECKERS OUTDOOR CORP COM DECK	DECK	303,900	$48.5m11.28%	11.28%	Added +16.5k	+16,500 5.7%
3	NEW ORIENTAL ED & TECHNOLOGY SPON ADR EDU	EDU	509,972	$38.7m9.00%	9.00%	Added +77.0k	+77,000 17.8%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	219,000	$36.6m8.52%	8.52%	Added +10.0k	+10,000 4.8%
5	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	262,000	$35.3m8.22%	8.22%	Reduced -19.0k	-19,000 -6.8%
6	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	597,000	$29.1m6.78%	6.78%	Added +12.0k	+12,000 2.0%
7	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	714,300	$28.4m6.62%	6.62%	Added +74.3k	+74,300 11.6%
8	ACM RESH INC COM CL A ACMR	ACMR	1,167,199	$23.7m5.51%	5.51%	Added +504.0k	+504,000 76.0%
9	SUNCOR ENERGY INC NEW COM SU	SU	339,000	$12.5m2.91%	2.91%	Unchanged
10	CENOVUS ENERGY INC COM CVE	CVE	735,000	$12.3m2.86%	2.86%	Unchanged
11	WOLFSPEED INC COM WOLF	WOLF	485,000	$4.7m1.09%	1.09%	Reduced -200.0k	-200,000 -29.2%

Security	Ticker	Shares held before	Value then
LUMENTUM HLDGS INC LITE	LITE	260,000	$13.2m260.0k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Put	TSLA	Put	200	$76.4k200 shares	New