Filed: 11/13/2025ACC: 0002035224-25-000022
📋 What this filing means
PANVIEW CAPITAL LTD filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $235.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$235.08M
Total AUM (reported)
3.07M
Total Shares
Allocation by class
COM CL A$54.38M23.1%
JUNIOR GOLD MINE$53.30M22.7%
GOLD MINERS ETF$49.53M21.1%
SPONSORED ADS$39.00M16.6%
COM$13.61M5.8%
ORD SHS$9.41M4.0%
CAP STK CL C$9.20M3.9%
Portfolio Concentration
Top 3$157.21M66.9%
4–10$77.87M33.1%
Top 3 weight
66.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.07M
Sole
Full voting authority
3.07M
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
SOLEShares75.68K
TypeSH
Market value$54.38M
23.13%
Sole
75.68K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares538.20K
TypeSH
Market value$53.30M
22.67%
Sole
538.20K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares648.30K
TypeSH
Market value$49.53M
21.07%
Sole
648.30K
Shared
0.00
None
0.00
VEON LTD
SOLEShares413.02K
TypeSH
Market value$22.48M
9.56%
Sole
413.02K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares125K
TypeSH
Market value$16.52M
7.03%
Sole
125K
Shared
0.00
None
0.00
EQT CORP
SOLEShares250K
TypeSH
Market value$13.61M
5.79%
Sole
250K
Shared
0.00
None
0.00
DOLE PLC
SOLEShares700K
TypeSH
Market value$9.41M
4.00%
Sole
700K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.77K
TypeSH
Market value$9.20M
3.91%
Sole
37.77K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares285K
TypeSH
Market value$6.65M
2.83%
Sole
285K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 75.68K | SH | $54.38M 23.13% | 75.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 538.20K | SH | $53.30M 22.67% | 538.20K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 648.30K | SH | $49.53M 21.07% | 648.30K | 0.00 | 0.00 |
VEON LTDSOLE | SPONSORED ADS | 413.02K | SH | $22.48M 9.56% | 413.02K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 125K | SH | $16.52M 7.03% | 125K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 250K | SH | $13.61M 5.79% | 250K | 0.00 | 0.00 |
DOLE PLCSOLE | ORD SHS | 700K | SH | $9.41M 4.00% | 700K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 37.77K | SH | $9.20M 3.91% | 37.77K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 285K | SH | $6.65M 2.83% | 285K | 0.00 | 0.00 |