PANVIEW CAPITAL LTD

PrivateCIK: 2035224

Location

HONG KONG, K3

12

Positions

$467.22M

Total AUM (reported)

11.49M

Total Shares

Allocation by class

COM CL A$156.91M33.6%

COM$120.03M25.7%

SPONSORED ADR$47.93M10.3%

GOLD MINERS ETF$43.88M9.4%

JUNIOR GOLD MINE$40.98M8.8%

SPONSORED ADS$25.82M5.5%

ORD SHS$19.37M4.1%

Portfolio Concentration

Top 3$205.74M44.0%

4–10$243.85M52.2%

11–25$17.63M3.8%

Top 3 weight

44.0%

Top 10 weight

96.2%

Voting Authority Distribution

Total shares with voting rights: 11.49M

Sole

Full voting authority

11.49M

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)

Sole12

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings12

Rows:

APPLOVIN CORP

SOLE

COM CL A

Shares219.68K

TypeSH

Market value$87.43M

18.71%

Sole

219.68K

Shared

0.00

None

0.00

COREWEAVE INC

SOLE

COM CL A

Shares896.76K

TypeSH

Market value$69.47M

14.87%

Sole

896.76K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares280K

TypeSH

Market value$48.83M

10.45%

Sole

280K

Shared

0.00

None

0.00

NOKIA CORP

SOLE

SPONSORED ADR

Shares5.96M

TypeSH

Market value$47.93M

10.26%

Sole

5.96M

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares478.15K

TypeSH

Market value$43.88M

9.39%

Sole

478.15K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

JUNIOR GOLD MINE

Shares341.37K

TypeSH

Market value$40.98M

8.77%

Sole

341.37K

Shared

0.00

None

0.00

INTEL CORP

SOLE

COM

Shares811.12K

TypeSH

Market value$35.79M

7.66%

Sole

811.12K

Shared

0.00

None

0.00

EQT CORP

SOLE

COM

Shares472.60K

TypeSH

Market value$30.08M

6.44%

Sole

472.60K

Shared

0.00

None

0.00

VEON LTD

SOLE

SPONSORED ADS

Shares557.61K

TypeSH

Market value$25.82M

5.53%

Sole

557.61K

Shared

0.00

None

0.00

DOLE PLC

SOLE

ORD SHS

Shares1.36M

TypeSH

Market value$19.37M

4.15%

Sole

1.36M

Shared

0.00

None

0.00

FUTU HLDGS LTD

SOLE

SPON ADS CL A

Shares90K

TypeSH

Market value$12.31M

2.63%

Sole

90K

Shared

0.00

None

0.00

MARATHON PETE CORP

SOLE

COM

Shares21.80K

TypeSH

Market value$5.32M

1.14%

Sole

21.80K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
APPLOVIN CORPSOLE	COM CL A	219.68K	SH	$87.43M 18.71%	219.68K	0.00	0.00
COREWEAVE INCSOLE	COM CL A	896.76K	SH	$69.47M 14.87%	896.76K	0.00	0.00
NVIDIA CORPORATIONSOLE	COM	280K	SH	$48.83M 10.45%	280K	0.00	0.00
NOKIA CORPSOLE	SPONSORED ADR	5.96M	SH	$47.93M 10.26%	5.96M	0.00	0.00
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	478.15K	SH	$43.88M 9.39%	478.15K	0.00	0.00
VANECK ETF TRUSTSOLE	JUNIOR GOLD MINE	341.37K	SH	$40.98M 8.77%	341.37K	0.00	0.00
INTEL CORPSOLE	COM	811.12K	SH	$35.79M 7.66%	811.12K	0.00	0.00
EQT CORPSOLE	COM	472.60K	SH	$30.08M 6.44%	472.60K	0.00	0.00
VEON LTDSOLE	SPONSORED ADS	557.61K	SH	$25.82M 5.53%	557.61K	0.00	0.00
DOLE PLCSOLE	ORD SHS	1.36M	SH	$19.37M 4.15%	1.36M	0.00	0.00
FUTU HLDGS LTDSOLE	SPON ADS CL A	90K	SH	$12.31M 2.63%	90K	0.00	0.00
MARATHON PETE CORPSOLE	COM	21.80K	SH	$5.32M 1.14%	21.80K	0.00	0.00