13F HOLDINGS REPORT
Panview Capital Ltd
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0002035224-25-000018
Total Value
$264.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 262,218 | $69.5M | 26.31% |
| 2 | VANECK ETF TRUST | 92189F106 | 776,300 | $35.7M | 13.51% |
| 3 | VANECK ETF TRUST | 92189F791 | 612,200 | $35.0M | 13.26% |
| 4 | ALPHABET INC | GOOG | 222,774 | $34.8M | 13.18% |
| 5 | DECKERS OUTDOOR CORP | DECK | 258,900 | $28.9M | 10.96% |
| 6 | QIFU TECHNOLOGY INC | QFNHF | 555,000 | $24.9M | 9.44% |
| 7 | PDD HOLDINGS INC | PDD | 160,700 | $19.0M | 7.20% |
| 8 | CENOVUS ENERGY INC | CVE | 1,165,000 | $16.2M | 6.14% |