Investor Details
| Filer Name: | PANVIEW CAPITAL LTD |
|---|---|
| CIK: | 2035224 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-04 |
| Number of Holdings: | 10 |
| Portfolio Value: | $0.47B |
Panview Capital Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| APP | US | APPLOVIN CORP-CLASS A | 661,100 | $214M | 45.67% | - | - |
| DECK | US | DECKERS OUTDOOR CORP | 283,900 | $58M | 12.30% | - | - |
| GOOG | US | ALPHABET INC-CL C | 209,000 | $40M | 8.49% | - | - |
| GDXJ | US | VANECK JUNIOR GOLD MINERS | 690,200 | $30M | 6.29% | - | - |
| GDX | US | VANECK GOLD MINERS ETF | 838,300 | $28M | 6.06% | - | - |
| EDU | US | NEW ORIENTAL EDUCATIO-SP ADR | 426,272 | $27M | 5.84% | - | - |
| PDD | US | PDD HOLDINGS INC | 230,700 | $22M | 4.77% | - | - |
| ACMR | US | ACM RESEARCH INC-CLASS A | 1,374,699 | $21M | 4.43% | - | - |
| CVE | US | CENOVUS ENERGY INC | 1,105,000 | $17M | 3.57% | - | - |
| SU | US | SUNCOR ENERGY INC | 339,000 | $12M | 2.58% | - | - |