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Portfolio (Quarterly) Guide ↗

Panview Capital Ltd

· CIK 0002035224
13F Portfolio $467.2B AUM 12 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 2 Added 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APP APPLOVIN CORP Technology 219,684.0 $87.4M 18.71% +126K +133.8% $398.00 +23.7%
2 VEON LTD 557,612.0 $25.8M 5.53% +43K +8.3% $46.30

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 81.2%
Energy 9.9%
Consumer Defensive 5.4%
Financial Services 3.5%