PAEMF
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Panview Asian Equity Master Fund’s Applovin APP Stock Holding History

Panview Asian Equity Master Fund’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$160M Sell
1,224,000
-251,000
-17% -$22.9M 37.18% 1
2024
Q2 		$123M Buy
1,475,000
+85,000
+6% +$6.6M 30.97% 1
2024
Q1 		$96.2M Buy
+1,390,000
New +$73.6M 30.19% 1

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Panview Asian Equity Master Fund's APP Position: Q3 2024 in Review

Panview Asian Equity Master Fund reduced its Applovin (APP) stake by 17% in Q3 2024, selling an estimated $22.9M and leaving 1,224,000 shares worth $160M. The position accounts for 37.18% of the portfolio, ranked #1.

Panview Asian Equity Master Fund first reported a position in APP in Q1 2024 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold APP as of Q3 2024.

  • Panview Asian Equity Master Fund held 1,224,000 shares of Applovin worth $160M as of Q3 2024.
  • Panview Asian Equity Master Fund sold 251,000 Applovin shares in Q3 2024, an estimated $22.9M.
  • Applovin made up 37.18% of Panview Asian Equity Master Fund's portfolio in Q3 2024, its #1 holding.
  • Panview Asian Equity Master Fund first reported a position in Applovin in Q1 2024 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held Applovin as of Q3 2024.

Based on Panview Asian Equity Master Fund's 13F filing for Q3 2024, filed 13 Nov 2024.