Panview Capital Ltd Quant / Systematic

Location: Hong Kong

CIK: 0002035224 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

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

Holdings (9)

APP APPLOVIN CORP 23.1%

Value $54.38M Shares 75,681 Est. Cost $252.97 Unrealized +82.3%

GDXJ VANECK ETF TRUST 22.7%

Value $53.3M Shares 538,200 Est. Cost $44.13 Unrealized —

GDX VANECK ETF TRUST 21.1%

Value $49.53M Shares 648,300 Est. Cost $33.91 Unrealized —

VEON VEON LTD 9.6%

Value $22.48M Shares 413,021 Est. Cost $54.43 Unrealized —

PDD PDD HOLDINGS INC 7.0%

Value $16.52M Shares 125,000 Est. Cost $99.34 Unrealized —

EQT EQT CORP 5.8%

Value $13.61M Shares 250,000 Est. Cost $52.61 Unrealized 0.0%

DOLE DOLE PLC 4.0%

Value $9.408M Shares 700,000 Est. Cost $14.03 Unrealized 0.0%

GOOG ALPHABET INC 3.9%

Value $9.2M Shares 37,774 Est. Cost $176.09 Unrealized +19.2%

TME TENCENT MUSIC ENTMT GROUP 2.8%

Value $6.652M Shares 285,000 Est. Cost $23.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
APP	APPLOVIN CORP	75,681	$54.38M	23.1%	$252.97	+82.3%	COM CL A	03831W108
GDXJ	VANECK ETF TRUST	538,200	$53.3M	22.7%	$44.13	—	JUNIOR GOLD MINE	92189F791
GDX	VANECK ETF TRUST	648,300	$49.53M	21.1%	$33.91	—	GOLD MINERS ETF	92189F106
VEON	VEON LTD	413,021	$22.48M	9.6%	$54.43	—	SPONSORED ADS	91822M502
PDD	PDD HOLDINGS INC	125,000	$16.52M	7.0%	$99.34	—	SPONSORED ADS	722304102
EQT	EQT CORP	250,000	$13.61M	5.8%	$52.61	0.0%	COM	26884L109
DOLE	DOLE PLC	700,000	$9.408M	4.0%	$14.03	0.0%	ORD SHS	G27907107
GOOG	ALPHABET INC	37,774	$9.2M	3.9%	$176.09	+19.2%	CAP STK CL C	02079K107
TME	TENCENT MUSIC ENTMT GROUP	285,000	$6.652M	2.8%	$23.34	—	SPON ADS	88034P109