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Panview Capital Ltd

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13F filer, CIK 2035224, HONG KONG, Hong Kong

Panview Capital Ltd reported $264,084,890 across 8 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-07.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002035224-25-000018

Period
2025-03-31
Reported value
$264M
Holdings
8
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QFINnew+555,000$24.9M
GOOGadded+13,774$2.15M
CVEadded+60,000$835K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
APPreduced-398,882-$106M
EDUexited-426,272-$27.4M
ACMRexited-1,374,699-$20.8M
SUexited-339,000-$12.1M
PDDreduced-70,000-$8.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0002035224-25-000018, largest first. % of portfolio is the value over $264,084,890, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 661,100 shares; 2025Q1: 262,218 shares 262,218$69.5M26.31%-398,882Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 838,300 shares; 2025Q1: 776,300 shares 776,300$35.7M13.51%-62,000Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 690,200 shares; 2025Q1: 612,200 shares 612,200$35M13.26%-78,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209,000 shares; 2025Q1: 222,774 shares 222,774$34.8M13.18%+13,774Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283,900 shares; 2025Q1: 258,900 shares 258,900$28.9M10.96%-25,000Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 555,000 shares 555,000$24.9M9.44%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230,700 shares; 2025Q1: 160,700 shares 160,700$19M7.2%-70,000Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,105,000 shares; 2025Q1: 1,165,000 shares 1,165,000$16.2M6.14%+60,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EDUNEW ORIENTAL ED & TECHNOLOGY426,272$27.4Mshares
ACMRACM RESH INC1,374,699$20.8Mshares
SUSUNCOR ENERGY INC NEW339,000$12.1Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002035224-25-000018 base2025-05-07acceptance time not in the bulk data set