Filed: 5/7/2025ACC: 0002035224-25-000018
📋 What this filing means
PANVIEW CAPITAL LTD filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $264.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$264.08M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
COM CL A$69.48M26.3%
COM$45.15M17.1%
GOLD MINERS ETF$35.69M13.5%
JUNIOR GOLD MINE$35.02M13.3%
CAP STK CL C$34.80M13.2%
AMERICAN DEP$24.93M9.4%
SPONSORED ADS$19.02M7.2%
Portfolio Concentration
Top 3$140.18M53.1%
4–10$123.90M46.9%
Top 3 weight
53.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Sole
Full voting authority
4.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
APPLOVIN CORP
SOLEShares262.22K
TypeSH
Market value$69.48M
26.31%
Sole
262.22K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares776.30K
TypeSH
Market value$35.69M
13.51%
Sole
776.30K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares612.20K
TypeSH
Market value$35.02M
13.26%
Sole
612.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares222.77K
TypeSH
Market value$34.80M
13.18%
Sole
222.77K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares258.90K
TypeSH
Market value$28.95M
10.96%
Sole
258.90K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares555K
TypeSH
Market value$24.93M
9.44%
Sole
555K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares160.70K
TypeSH
Market value$19.02M
7.20%
Sole
160.70K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares1.17M
TypeSH
Market value$16.21M
6.14%
Sole
1.17M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 262.22K | SH | $69.48M 26.31% | 262.22K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 776.30K | SH | $35.69M 13.51% | 776.30K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 612.20K | SH | $35.02M 13.26% | 612.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 222.77K | SH | $34.80M 13.18% | 222.77K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 258.90K | SH | $28.95M 10.96% | 258.90K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 555K | SH | $24.93M 9.44% | 555K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 160.70K | SH | $19.02M 7.20% | 160.70K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 1.17M | SH | $16.21M 6.14% | 1.17M | 0.00 | 0.00 |