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Panview Capital Ltd

SEC CIK
0002035224
Latest filing
Aug 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
9
0 vs. Q3 2025
Portfolio value
$278.5M
+$43.4M (+18.5%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Panview Capital Ltd in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
APPAppLovin CorpCOM CL A93,978$63.3M22.7%+18,297+24.2%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF573,300$49.2M17.7%−75,000−11.6%Reduced–
VanEck ETF Trust92189F791JUNIOR GOLD MINE428,200$48.7M17.5%−110,000−20.4%Reduced–
VEONVEON Ltd.SPONSORED ADS514,927$27.1M9.7%+101,906+24.7%AddedHistory
EQTEQT CorpStock482,600$25.9M9.3%+232,600+93.0%AddedHistory
DOLEDole plcORD SHS1,431,975$21.5M7.7%+731,975+104.6%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS181,680$20.6M7.4%+56,680+45.3%AddedHistory
MMYTMakeMyTrip LtdStock146,452$12.0M4.3%+146,452NewHistory
TPRTapestry, Inc.COM80,000$10.2M3.7%+80,000NewHistory

Sold out since Q3 2025 (2)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Panview Capital Ltd sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
GOOGAlphabet Inc.Stock37,774$9.20M3.9%History
TMETencent Music Entertainment GroupSPON ADS285,000$6.65M2.8%History