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Panview Capital Ltd

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

Panview Capital Ltd reported $235,077,133 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002035224-25-000022

Period
2025-09-30
Reported value
$235M
Holdings
9
Top 10 weight
100%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEONnew+413,021$22.5M
EQTnew+250,000$13.6M
DOLEnew+700,000$9.41M
TMEnew+285,000$6.65M

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-179,537-$129M
QFINexited-918,316-$39.8M
GOOGreduced-135,000-$32.9M
DECKexited-207,900-$21.4M
CVEexited-1,355,000-$18.4M

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, Q3 2025

Share positions as resolved from 13F-HR 0002035224-25-000022, largest first. % of portfolio is the value over $235,077,133, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 661,100 shares; 2025Q1: 262,218 shares; 2025Q2: 255,218 shares; 2025Q3: 75,681 shares 75,681$54.4M23.13%-179,537Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 690,200 shares; 2025Q1: 612,200 shares; 2025Q2: 648,200 shares; 2025Q3: 538,200 shares 538,200$53.3M22.67%-110,000Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 838,300 shares; 2025Q1: 776,300 shares; 2025Q2: 768,300 shares; 2025Q3: 648,300 shares 648,300$49.5M21.07%-120,000Timeline
VEONVEON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413,021 shares 413,021$22.5M9.56%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230,700 shares; 2025Q1: 160,700 shares; 2025Q2: 231,700 shares; 2025Q3: 125,000 shares 125,000$16.5M7.03%-106,700Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,000 shares 250,000$13.6M5.79%newTimeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,000 shares 700,000$9.41M4%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209,000 shares; 2025Q1: 222,774 shares; 2025Q2: 172,774 shares; 2025Q3: 37,774 shares 37,774$9.2M3.91%-135,000Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285,000 shares 285,000$6.65M2.83%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
QFINQFIN HOLDINGS INC918,316$39.8Mshares
DECKDECKERS OUTDOOR CORP207,900$21.4Mshares
CVECENOVUS ENERGY INC1,355,000$18.4Mshares
VALVALARIS LTD155,000$6.53Mshares

How Q3 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 0002035224-25-000022 base2025-11-13acceptance time not in the bulk data set