Panview-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "GDXJ",
  "APP",
  "QFIN",
  "DECK",
  "PDD",
  "CVE",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 8
Total Value: 264084890
Accession Number: 0002035224-25-000018
Form Type: 13F-HR
CIK: panview-capital
Manager Name: Panview-Capital

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $264.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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AppLovin Corp

APP|03831W108

Shares:262.2K

Value:$69.5M

% of Portfolio:26.3% ($69.5M/$264.1M)

92189F106

GDX|92189F106

Shares:776.3K

Value:$35.7M

% of Portfolio:13.5% ($35.7M/$264.1M)

92189F791

GDXJ|92189F791

Shares:612.2K

Value:$35.0M

% of Portfolio:13.3% ($35.0M/$264.1M)

Alphabet Inc.

GOOG|02079K107

Shares:222.8K

Value:$34.8M

% of Portfolio:13.2% ($34.8M/$264.1M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:258.9K

Value:$28.9M

% of Portfolio:11.0% ($28.9M/$264.1M)

Qifu Technology, Inc.

QFIN|88557W101

Shares:555.0K

Value:$24.9M

% of Portfolio:9.4% ($24.9M/$264.1M)

PDD Holdings Inc.

PDD|722304102

Shares:160.7K

Value:$19.0M

% of Portfolio:7.2% ($19.0M/$264.1M)

CENOVUS ENERGY INC.

CVE|15135U109

Shares:1.2M

Value:$16.2M

% of Portfolio:6.1% ($16.2M/$264.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AppLovin Corp(APPcusip03831W108)	262.2K	QoQ -60.33% (-398.9K) YoY-	All Managers (Combined)	$69.5M	26.3% ($69.5M/$264.1M)	QoQ -67.54% (-$144.6M) YoY-
(GDXcusip92189F106)	776.3K	QoQ -7.39% (-62.0K) YoY-	All Managers (Combined)	$35.7M	13.5% ($35.7M/$264.1M)	QoQ +25.53% (-$7.3M) YoY-
(GDXJcusip92189F791)	612.2K	QoQ -11.30% (-78.0K) YoY-	All Managers (Combined)	$35.0M	13.3% ($35.0M/$264.1M)	QoQ +18.68% (-$5.5M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	222.8K	QoQ +6.59% (-13.8K) YoY-	All Managers (Combined)	$34.8M	13.2% ($34.8M/$264.1M)	QoQ -12.55% (-$5.0M) YoY-
DECKERS OUTDOOR CORP(DECKcusip243537107)	258.9K	QoQ -8.80% (-25.0K) YoY-	All Managers (Combined)	$28.9M	11.0% ($28.9M/$264.1M)	QoQ -49.79% (-$28.7M) YoY-
Qifu Technology, Inc.(QFINcusip88557W101)	555.0K	QoQ NEW(+555.0K) YoY-	All Managers (Combined)	$24.9M	9.4% ($24.9M/$264.1M)	QoQ NEW(+$24.9M) YoY-
PDD Holdings Inc.(PDDcusip722304102)	160.7K	QoQ -30.34% (-70.0K) YoY-	All Managers (Combined)	$19.0M	7.2% ($19.0M/$264.1M)	QoQ -15.00% (-$3.4M) YoY-
CENOVUS ENERGY INC.(CVEcusip15135U109)	1.2M	QoQ +5.42% (-60.0K) YoY-	All Managers (Combined)	$16.2M	6.1% ($16.2M/$264.1M)	QoQ -3.19% (-$535.6K) YoY-