Filed: 2/13/2026ACC: 0002035224-26-000001
📋 What this filing means
PANVIEW CAPITAL LTD filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $278.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$278.47M
Total AUM (reported)
3.93M
Total Shares
Allocation by class
COM CL A$63.32M22.7%
GOLD MINERS ETF$49.17M17.7%
JUNIOR GOLD MINE$48.72M17.5%
SPONSORED ADS$47.67M17.1%
COM$36.09M13.0%
ORD SHS$21.47M7.7%
SHS$12.03M4.3%
Portfolio Concentration
Top 3$161.22M57.9%
4–10$117.25M42.1%
Top 3 weight
57.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.93M
Sole
Full voting authority
3.93M
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
SOLEShares93.98K
TypeSH
Market value$63.32M
22.74%
Sole
93.98K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares573.30K
TypeSH
Market value$49.17M
17.66%
Sole
573.30K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares428.20K
TypeSH
Market value$48.72M
17.50%
Sole
428.20K
Shared
0.00
None
0.00
VEON LTD
SOLEShares514.93K
TypeSH
Market value$27.07M
9.72%
Sole
514.93K
Shared
0.00
None
0.00
EQT CORP
SOLEShares482.60K
TypeSH
Market value$25.87M
9.29%
Sole
482.60K
Shared
0.00
None
0.00
DOLE PLC
SOLEShares1.43M
TypeSH
Market value$21.47M
7.71%
Sole
1.43M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares181.68K
TypeSH
Market value$20.60M
7.40%
Sole
181.68K
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares146.45K
TypeSH
Market value$12.03M
4.32%
Sole
146.45K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares80K
TypeSH
Market value$10.22M
3.67%
Sole
80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 93.98K | SH | $63.32M 22.74% | 93.98K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 573.30K | SH | $49.17M 17.66% | 573.30K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 428.20K | SH | $48.72M 17.50% | 428.20K | 0.00 | 0.00 |
VEON LTDSOLE | SPONSORED ADS | 514.93K | SH | $27.07M 9.72% | 514.93K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 482.60K | SH | $25.87M 9.29% | 482.60K | 0.00 | 0.00 |
DOLE PLCSOLE | ORD SHS | 1.43M | SH | $21.47M 7.71% | 1.43M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 181.68K | SH | $20.60M 7.40% | 181.68K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 146.45K | SH | $12.03M 4.32% | 146.45K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 80K | SH | $10.22M 3.67% | 80K | 0.00 | 0.00 |