Panview Capital Ltd
- SEC CIK
- 0002035224
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- 0 vs. Q2 2025
- Portfolio value
- $235.1M
- −$79.2M (−25.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 75,681 | $54.4M | 23.1% | −179,537−70.3% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 538,200 | $53.3M | 22.7% | −110,000−17.0% | Reduced | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 648,300 | $49.5M | 21.1% | −120,000−15.6% | Reduced | – |
| VEONVEON Ltd. | SPONSORED ADS | 413,021 | $22.5M | 9.6% | +413,021 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 125,000 | $16.5M | 7.0% | −106,700−46.1% | Reduced | History |
| EQTEQT Corp | Stock | 250,000 | $13.6M | 5.8% | +250,000 | New | History |
| DOLEDole plc | ORD SHS | 700,000 | $9.41M | 4.0% | +700,000 | New | History |
| GOOGAlphabet Inc. | Stock | 37,774 | $9.20M | 3.9% | −135,000−78.1% | Reduced | History |
| TMETencent Music Entertainment Group | SPON ADS | 285,000 | $6.65M | 2.8% | +285,000 | New | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| QFINQfin Holdings, Inc. | AMERICAN DEP | 918,316 | $39.8M | 12.7% | History |
| DECKDeckers Outdoor Corp | COM | 207,900 | $21.4M | 6.8% | History |
| CVECenovus Energy Inc. | COM | 1,355,000 | $18.4M | 5.9% | History |
| VALValaris Ltd | CL A | 155,000 | $6.53M | 2.1% | History |