13F HOLDINGS REPORT
Panview Capital Ltd
Quarter ended Q4 2024 · Filed February 4, 2025 · Accession 0002035224-25-000004
Total Value
$468.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 661,100 | $214.1M | 45.67% |
| 2 | DECKERS OUTDOOR CORP | DECK | 283,900 | $57.7M | 12.30% |
| 3 | ALPHABET INC | GOOG | 209,000 | $39.8M | 8.49% |
| 4 | VANECK ETF TRUST | 92189F791 | 690,200 | $29.5M | 6.29% |
| 5 | VANECK ETF TRUST | 92189F106 | 838,300 | $28.4M | 6.06% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 426,272 | $27.4M | 5.84% |
| 7 | PDD HOLDINGS INC | PDD | 230,700 | $22.4M | 4.77% |
| 8 | ACM RESH INC | 00108J109 | 1,374,699 | $20.8M | 4.43% |
| 9 | CENOVUS ENERGY INC | CVE | 1,105,000 | $16.7M | 3.57% |
| 10 | SUNCOR ENERGY INC NEW | SU | 339,000 | $12.1M | 2.58% |