Must Asset Management Inc. 13F Holdings

CIK 0001806987 · SEOUL, M5

As of Sep 30, 2023, Must Asset Management Inc. reported 21 positions worth $40.9M in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
SEA LTDSEConsumer Cyclical184,389$7.4M18.11%
NOBLE CORP PLCNEEnergy102,002$5.2M12.70%
TRANSMEDICS GROUP INCTMDXHealthcare94,202$5.2M12.65%
SCORPIO TANKERS INCSTNGEnergy77,060$4.2M10.24%
TIDEWATER INCTDWEnergy52,804$3.6M8.78%
ENETI INC——193,448$2.0M4.81%
SOFI TECHNOLOGIES INCSOFIFinancial Services254,306 .9M4.60%
CARVANA COCVNAConsumer Cyclical42,614 .7M4.12%
HIMS & HERS HEALTH INCHIMSConsumer Defensive259,105 .6M3.91%
NVIDIA CORPNVDATechnology3,291 .4M3.37%
INMODE LTDINMDHealthcare42,623 .4M3.36%
MICROSOFT CORPMSFTTechnology3,191$996.0K2.44%
AMAZON.COM INCAMZNEquity7,825$985.8K2.41%
VALARIS LTDVALEnergy10,734$806.3K1.97%
NOVO NORDISK A SNVOHealthcare6,636$609.1K1.49%
TRANSOCEAN LTDRIGEnergy61,735$519.8K1.27%
SERVICENOW INCNOWTechnology929$506.0K1.24%
CALLON PETROLEUM CORPCPEEnergy11,638$440.5K1.08%
PROGYNY INCPGNYHealthcare11,027$377.2K0.92%
BETTER CHOICE CO INCSRXHHealthcare1,407,416 68.9K0.41%
FARFETCH LTDFTCHFConsumer Cyclical21,507$38.9K0.10%