Panview Capital Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Panview Capital Ltd reported 10 stock positions worth $468.8 million. Its top holding was AppLovin Class A (APP) at 45.7% of the portfolio, followed by Deckers Outdoor (DECK, 12.3%) and Alphabet Class C (GOOG, 8.5%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002035224
- Portfolio Value
- $468.8M (Q4 2024)
- SEC Filing
- 0002035224-25-000004 ↗ filed Feb 4, 2025
Holdings Value
Holdings 10 stocks · $468.8M
| APP AppLovin Corp. Class A | 45.67% | 661,100 | $214.1M | — |
| DECK Deckers Outdoor Corp. | 12.30% | 283,900 | $57.7M | — |
| GOOG Alphabet Inc. Class C | 8.49% | 209,000 | $39.8M | — |
| GDXJ Vaneck Junior Gold Miners | 6.29% | 690,200 | $29.5M | — |
| GDX Vaneck Gold Miners ETF | 6.06% | 838,300 | $28.4M | — |
| EDU New Oriental Educatio-SP ADR | 5.84% | 426,272 | $27.4M | — |
| PDD PDD Holdings Inc. | 4.77% | 230,700 | $22.4M | — |
| ACMR Acm Research Inc. Class A | 4.43% | 1,374,699 | $20.8M | — |
| CVE Cenovus Energy Inc. | 3.57% | 1,105,000 | $16.7M | — |
| SU Suncor Energy Inc. | 2.58% | 339,000 | $12.1M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $568.0M | APP, CRWV, NOK, NVDA, GDX |
| Q1 2026 | 12 | $467.2M | APP, CRWV, NVDA, NOK, GDX |
| Q4 2025 | 9 | $278.5M | APP, GDX, GDXJ, VEON, EQT |
| Q3 2025 | 9 | $235.1M | APP, GDXJ, GDX, VEON, PDD |
| Q2 2025 | 9 | $314.3M | APP, GDXJ, GDX, QFIN, GOOG |
| Q1 2025 | 8 | $264.1M | APP, GDX, GDXJ, GOOG, DECK |
| Q4 2024 | 10 | $468.8M | APP, DECK, GOOG, GDXJ, GDX |