Must Asset Management Inc.
Seoul, M5 · CIK 1806987 · 13F filing filed 2023-11-07
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entity주식회사 머스트자산운용 (KR)
- Others nearbySeoul
$40.9m
reported value
+12.7% vs Q2 2023
21positions
83.3%in top 10
9 new
2 added
6 reduced
11 sold out
vs Q2 2023
Holdings, Q3 2023
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| SEA LTD SE | $7.4m18.11% | Reduced -24.8k |
| NOBLE CORP PLC NE | $5.2m12.70% | Unchanged |
| TRANSMEDICS GROUP INC TMDX | $5.2m12.65% | New |
| SCORPIO TANKERS INC STNG | $4.2m10.24% | New |
| TIDEWATER INC NEW TDW | $3.6m8.78% | New |
| ENETI INC SALT | $2.0m4.81% | Reduced -71.0k |
| SOFI TECHNOLOGIES INC SOFI | $1.9m4.60% | Unchanged |
| CARVANA CO CVNA | $1.7m4.12% | Added +17.0k |
| HIMS & HERS HEALTH INC HIMS | $1.6m3.91% | New |
| NVIDIA CORPORATION NVDA | $1.4m3.37% | New |
| INMODE LTD INMD | $1.4m3.36% | Reduced -106.5k |
| MICROSOFT CORP MSFT | $996.0k2.44% | Added +737 |
| AMAZON COM INC AMZN | $985.8k2.41% | New |
| VALARIS LTD VAL | $806.3k1.97% | New |
| NOVO-NORDISK A S NVO | $609.1k1.49% | Unchanged |
| TRANSOCEAN LTD RIG | $519.8k1.27% | Unchanged |
| SERVICENOW INC NOW | $506.0k1.24% | New |
| CALLON PETE CO DEL CPE | $440.5k1.08% | New |
| PROGYNY INC PGNY | $377.2k0.92% | Reduced -14.4k |
| BETTER CHOICE CO INC COM | $168.9k0.41% | Reduced -1.2m |
| FARFETCH LTD FTCHQ | $38.9k0.10% | Reduced -43.7k |
Sold out since Q2 2023
| Security | Value then |
|---|---|
| FRONTLINE PLC FRO | $1.0m75.4k shares |
| EURONAV NV CMBT | $795.7k53.2k shares |
| ACTIVISION BLIZZARD INC ATVI | $571.8k6.9k shares |
| GOLDEN OCEAN GROUP LTD 2663476D | $556.3k75.5k shares |
| OZON HLDGS PLC OZON | $500.9k43.2k shares |
| GE AEROSPACE GE | $442.1k4.1k shares |
| GRAVITY CO LTD GRVY | $384.4k5.3k shares |
| BROADWIND INC BWEN | $306.4k82.8k shares |
| HALOZYME THERAPEUTICS INC HALO | $214.9k6.2k shares |
| MODERNA INC MRNA | $209.4k1.7k shares |
| D MARKET ELECTR SVCS & TRADI HEPS | $97.9k57.2k shares |