Panview Capital as of June 30, 2025
Portfolio Holdings for Panview Capital
Panview Capital holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 28.4 | $89M | 255k | 350.08 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 13.9 | $44M | 648k | 67.59 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 12.7 | $40M | 768k | 52.06 | |
| Qifu Technology American Dep (QFIN) | 12.7 | $40M | 918k | 43.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.8 | $31M | 173k | 177.39 | |
| Pdd Holdings Sponsored Ads (PDD) | 7.7 | $24M | 232k | 104.66 | |
| Deckers Outdoor Corporation (DECK) | 6.8 | $21M | 208k | 103.07 | |
| Cenovus Energy (CVE) | 5.9 | $18M | 1.4M | 13.60 | |
| Valaris Cl A (VAL) | 2.1 | $6.5M | 155k | 42.11 |
