13F HOLDINGS REPORT
Panview Capital Ltd
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0002035224-25-000019
Total Value
$4.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 255,218 | $89.3M | 28.43% |
| 2 | VANECK ETF TRUST | 92189F791 | 648,200 | $43.8M | 13.94% |
| 3 | VANECK ETF TRUST | 92189F106 | 768,300 | $40.0M | 12.73% |
| 4 | QIFU TECHNOLOGY INC | QFNHF | 918,316 | $39.8M | 12.67% |
| 5 | ALPHABET INC | GOOG | 172,774 | $30.6M | 9.75% |
| 6 | PDD HOLDINGS INC | PDD | 231,700 | $24.2M | 7.72% |
| 7 | DECKERS OUTDOOR CORP | DECK | 207,900 | $21.4M | 6.82% |
| 8 | CENOVUS ENERGY INC | CVE | 1,355,000 | $18.4M | 5.86% |
| 9 | VALARIS LTD | VAL-WT | 155,000 | $6.5M | 2.08% |