Panview Capital Ltd
- SEC CIK
- 0002035224
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- +1 vs. Q1 2025
- Portfolio value
- $314.3M
- +$50.2M (+19.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 255,218 | $89.3M | 28.4% | −7,000−2.7% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 648,200 | $43.8M | 13.9% | +36,000+5.9% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 768,300 | $40.0M | 12.7% | −8,000−1.0% | Reduced | – |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 918,316 | $39.8M | 12.7% | +363,316+65.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 172,774 | $30.6M | 9.8% | −50,000−22.4% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 231,700 | $24.2M | 7.7% | +71,000+44.2% | Added | History |
| DECKDeckers Outdoor Corp | COM | 207,900 | $21.4M | 6.8% | −51,000−19.7% | Reduced | History |
| CVECenovus Energy Inc. | COM | 1,355,000 | $18.4M | 5.9% | +190,000+16.3% | Added | History |
| VALValaris Ltd | CL A | 155,000 | $6.53M | 2.1% | +155,000 | New | History |