Filed: 8/7/2025ACC: 0002035224-25-000019
📋 What this filing means
PANVIEW CAPITAL LTD filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $314.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$314.26M
Total AUM (reported)
4.71M
Total Shares
Allocation by class
COM CL A$89.35M28.4%
JUNIOR GOLD MINE$43.81M13.9%
GOLD MINERS ETF$40.00M12.7%
COM$39.86M12.7%
AMERICAN DEP$39.82M12.7%
CAP STK CL C$30.65M9.8%
SPONSORED ADS$24.25M7.7%
Portfolio Concentration
Top 3$173.16M55.1%
4–10$141.10M44.9%
Top 3 weight
55.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.71M
Sole
Full voting authority
4.71M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
APPLOVIN CORP
SOLEShares255.22K
TypeSH
Market value$89.35M
28.43%
Sole
255.22K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares648.20K
TypeSH
Market value$43.81M
13.94%
Sole
648.20K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares768.30K
TypeSH
Market value$40.00M
12.73%
Sole
768.30K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares918.32K
TypeSH
Market value$39.82M
12.67%
Sole
918.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares172.77K
TypeSH
Market value$30.65M
9.75%
Sole
172.77K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares231.70K
TypeSH
Market value$24.25M
7.72%
Sole
231.70K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares207.90K
TypeSH
Market value$21.43M
6.82%
Sole
207.90K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares1.35M
TypeSH
Market value$18.43M
5.86%
Sole
1.35M
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares155K
TypeSH
Market value$6.53M
2.08%
Sole
155K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 255.22K | SH | $89.35M 28.43% | 255.22K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 648.20K | SH | $43.81M 13.94% | 648.20K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 768.30K | SH | $40.00M 12.73% | 768.30K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 918.32K | SH | $39.82M 12.67% | 918.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 172.77K | SH | $30.65M 9.75% | 172.77K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 231.70K | SH | $24.25M 7.72% | 231.70K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 207.90K | SH | $21.43M 6.82% | 207.90K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 1.35M | SH | $18.43M 5.86% | 1.35M | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 155K | SH | $6.53M 2.08% | 155K | 0.00 | 0.00 |