Panview Capital Ltd Diversified Active

CIK: 0002035224 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $235,077 (100.0% shares, 0.0% debt)

Holdings (9)

APP APPLOVIN CORP 23.1%

Value ($000) $54,380 Shares 75,681 Est. Cost $252.97 Unrealized +82.3%

GDXJ VANECK ETF TRUST 22.7%

Value ($000) $53,298 Shares 538,200 Est. Cost $44.13 Unrealized —

GDX VANECK ETF TRUST 21.1%

Value ($000) $49,530 Shares 648,300 Est. Cost $33.91 Unrealized —

VEON VEON LTD 9.6%

Value ($000) $22,481 Shares 413,021 Est. Cost $54.43 Unrealized —

PDD PDD HOLDINGS INC 7.0%

Value ($000) $16,521 Shares 125,000 Est. Cost $99.34 Unrealized —

EQT EQT CORP 5.8%

Value ($000) $13,608 Shares 250,000 Est. Cost $52.61 Unrealized 0.0%

DOLE DOLE PLC 4.0%

Value ($000) $9,408 Shares 700,000 Est. Cost $14.03 Unrealized 0.0%

GOOG ALPHABET INC 3.9%

Value ($000) $9,200 Shares 37,774 Est. Cost $176.09 Unrealized +19.2%

TME TENCENT MUSIC ENTMT GROUP 2.8%

Value ($000) $6,652 Shares 285,000 Est. Cost $23.34 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
APP	APPLOVIN CORP	75,681	$54,380	23.1%	$252.97	+82.3%	COM CL A	03831W108
GDXJ	VANECK ETF TRUST	538,200	$53,298	22.7%	$44.13	—	JUNIOR GOLD MINE	92189F791
GDX	VANECK ETF TRUST	648,300	$49,530	21.1%	$33.91	—	GOLD MINERS ETF	92189F106
VEON	VEON LTD	413,021	$22,481	9.6%	$54.43	—	SPONSORED ADS	91822M502
PDD	PDD HOLDINGS INC	125,000	$16,521	7.0%	$99.34	—	SPONSORED ADS	722304102
EQT	EQT CORP	250,000	$13,608	5.8%	$52.61	0.0%	COM	26884L109
DOLE	DOLE PLC	700,000	$9,408	4.0%	$14.03	0.0%	ORD SHS	G27907107
GOOG	ALPHABET INC	37,774	$9,200	3.9%	$176.09	+19.2%	CAP STK CL C	02079K107
TME	TENCENT MUSIC ENTMT GROUP	285,000	$6,652	2.8%	$23.34	—	SPON ADS	88034P109