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Panview Asian Equity Master Fund Buys Sea, Meta Platforms Inc, Qorvo Inc, Sells ACM Research Inc, NVIDIA Corp, Seagate Technology Holdings PLC

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Jan 26, 2022
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Investment company Panview Asian Equity Master Fund (Current Portfolio) buys Sea, Meta Platforms Inc, Qorvo Inc, sells ACM Research Inc, NVIDIA Corp, Seagate Technology Holdings PLC, Wolfspeed Inc, Western Digital Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Panview Asian Equity Master Fund. As of 2021Q4, Panview Asian Equity Master Fund owns 7 stocks with a total value of $63 million. These are the details of the buys and sells.

For the details of Panview Asian Equity Master Fund's stock buys and sells, go to https://www.gurufocus.com/guru/panview+asian+equity+master+fund/current-portfolio/portfolio

These are the top 5 holdings of Panview Asian Equity Master Fund
  1. Sea Ltd (SE) - 110,513 shares, 39.49% of the total portfolio. Shares added by 50.74%
  2. Wolfspeed Inc (WOLF) - 119,822 shares, 21.39% of the total portfolio. Shares reduced by 20.05%
  3. Qorvo Inc (QRVO) - 67,000 shares, 16.74% of the total portfolio. Shares added by 103.03%
  4. Western Digital Corp (WDC) - 111,700 shares, 11.63% of the total portfolio. Shares reduced by 20.21%
  5. Meta Platforms Inc (FB) - 20,000 shares, 10.75% of the total portfolio. New Position
New Purchase: Meta Platforms Inc (FB)

Panview Asian Equity Master Fund initiated holding in Meta Platforms Inc. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $303.875000. The impact to a portfolio due to this purchase was 10.75%. The holding were 20,000 shares as of 2021-12-31.

Added: Sea Ltd (SE)

Panview Asian Equity Master Fund added to a holding in Sea Ltd by 50.74%. The purchase prices were between $205.68 and $366.99, with an estimated average price of $296.89. The stock is now traded at around $146.840000. The impact to a portfolio due to this purchase was 13.29%. The holding were 110,513 shares as of 2021-12-31.

Added: Qorvo Inc (QRVO)

Panview Asian Equity Master Fund added to a holding in Qorvo Inc by 103.03%. The purchase prices were between $146.1 and $178.12, with an estimated average price of $158.62. The stock is now traded at around $137.650000. The impact to a portfolio due to this purchase was 8.49%. The holding were 67,000 shares as of 2021-12-31.

Sold Out: ACM Research Inc (ACMR)

Panview Asian Equity Master Fund sold out a holding in ACM Research Inc. The sale prices were between $70.35 and $117.7, with an estimated average price of $94.3.

Sold Out: NVIDIA Corp (NVDA)

Panview Asian Equity Master Fund sold out a holding in NVIDIA Corp. The sale prices were between $197.32 and $333.76, with an estimated average price of $277.31.

Sold Out: Seagate Technology Holdings PLC (STX)

Panview Asian Equity Master Fund sold out a holding in Seagate Technology Holdings PLC. The sale prices were between $79.01 and $115, with an estimated average price of $97.65.



Here is the complete portfolio of Panview Asian Equity Master Fund. Also check out:

1. Panview Asian Equity Master Fund's Undervalued Stocks
2. Panview Asian Equity Master Fund's Top Growth Companies, and
3. Panview Asian Equity Master Fund's High Yield stocks
4. Stocks that Panview Asian Equity Master Fund keeps buying
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