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	Status
1	PDD	PDD HOLDINGS INC	Consumer Cyclical	181,680	$20.6M	7.40%	SOLD
2	MMYT	MAKEMYTRIP LIMITED MAURITIUS	Consumer Cyclical	146,452	$12.0M	4.32%	SOLD
3	TPR	TAPESTRY INC	Consumer Cyclical	80,000	$10.2M	3.67%	SOLD

Sector Allocation

Technology 81.2%

Energy 9.9%

Consumer Defensive 5.4%

Financial Services 3.5%