Panview Capital Ltd
- SEC CIK
- 0002035224
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 7, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- −2 vs. Q4 2024
- Portfolio value
- $264.1M
- −$204.7M (−43.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 262,218 | $69.5M | 26.3% | −398,882−60.3% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 776,300 | $35.7M | 13.5% | −62,000−7.4% | Reduced | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 612,200 | $35.0M | 13.3% | −78,000−11.3% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 222,774 | $34.8M | 13.2% | +13,774+6.6% | Added | History |
| DECKDeckers Outdoor Corp | COM | 258,900 | $28.9M | 11.0% | −25,000−8.8% | Reduced | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 555,000 | $24.9M | 9.4% | +555,000 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 160,700 | $19.0M | 7.2% | −70,000−30.3% | Reduced | History |
| CVECenovus Energy Inc. | COM | 1,165,000 | $16.2M | 6.1% | +60,000+5.4% | Added | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 426,272 | $27.4M | 5.8% | History |
| ACMRACM Research, Inc. | Stock | 1,374,699 | $20.8M | 4.4% | History |
| SUSuncor Energy Inc | Stock | 339,000 | $12.1M | 2.6% | History |