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Panview Capital Ltd

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

Panview Capital Ltd reported holdings worth $314,255,840 (the sum of its rows) across 9 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. The total stated on the cover page is $4,712,408.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002035224-25-000019

The cover page states a total of $4,712,408, 99% less than the sum of the rows, $314,255,840. This page uses the sum of the rows.

Period
2025-06-30
Value, sum of rows
$314M
Stated on the cover page
$4.71M
Holdings
9
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QFINadded+363,316$15.8M
PDDadded+71,000$7.43M
VALnew+155,000$6.53M
CVEadded+190,000$2.58M
GDXJadded+36,000$2.43M

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
GOOGreduced-50,000-$8.87M
DECKreduced-51,000-$5.26M
APPreduced-7,000-$2.45M
GDXreduced-8,000-$416K

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, Q2 2025

Share positions as resolved from 13F-HR 0002035224-25-000019, largest first. % of portfolio is the value over $314,255,840, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 661,100 shares; 2025Q1: 262,218 shares; 2025Q2: 255,218 shares 255,218$89.3M28.43%-7,000Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 690,200 shares; 2025Q1: 612,200 shares; 2025Q2: 648,200 shares 648,200$43.8M13.94%+36,000Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 838,300 shares; 2025Q1: 776,300 shares; 2025Q2: 768,300 shares 768,300$40M12.73%-8,000Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 555,000 shares; 2025Q2: 918,316 shares 918,316$39.8M12.67%+363,316Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209,000 shares; 2025Q1: 222,774 shares; 2025Q2: 172,774 shares 172,774$30.6M9.75%-50,000Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230,700 shares; 2025Q1: 160,700 shares; 2025Q2: 231,700 shares 231,700$24.2M7.72%+71,000Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283,900 shares; 2025Q1: 258,900 shares; 2025Q2: 207,900 shares 207,900$21.4M6.82%-51,000Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,105,000 shares; 2025Q1: 1,165,000 shares; 2025Q2: 1,355,000 shares 1,355,000$18.4M5.86%+190,000Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,000 shares 155,000$6.53M2.08%newTimeline

How Q2 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 0002035224-25-000019 base2025-08-07acceptance time not in the bulk data set