| Fund Name: | Panview Capital Limited |
| Manager | Ryan Thall |
| Portfolio Value | $278,468,103 |
| Change This QTR | +1.18% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | APP | 93,978 | $63,324,256 | +25% | 22.74% | ||
| 2. | SMH | 573,300 | $49,171,941 | -12% | 17.66% | ||
| 3. | SMH | 428,200 | $48,720,596 | -21% | 17.5% | ||
| 4. | VEON | 514,927 | $27,069,712 | +25% | 9.72% | ||
| 5. | EQT | 482,600 | $25,867,360 | +94% | 9.29% |