Panview Capital Ltd 13F Holdings · Q2 2026
Panview Capital Ltd reported 14 securities worth $567.96M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: APP (15.41%), CRWV (10.77%), NOK (10.37%). Among its top 25 positions this quarter: 5 new, 5 added, 4 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $87.5M | 15.41% | 169,885 | Trimmed |
| 2 | CRWV | COREWEAVE INC | $61.2M | 10.77% | 614,485 | Trimmed |
| 3 | NOK | NOKIA CORP | $58.9M | 10.37% | 4.4M | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $51.6M | 9.08% | 257,697 | Trimmed |
| 5 | GDX | VANECK ETF TRUST | $45.5M | 8.01% | 602,946 | Added |
| 6 | GDXJ | VANECK ETF TRUST | $39.9M | 7.02% | 405,853 | Added |
| 7 | ASML | ASML HLDG NV | $39.7M | 6.98% | 19,939 | New |
| 8 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $37.3M | 6.56% | 97,984 | New |
| 9 | FORM | FORMFACTOR INC | $36.6M | 6.44% | 228,647 | New |
| 10 | VEON | VEON LTD | $32.9M | 5.80% | 630,616 | Added |
| 11 | EQT | EQT CORP | $27.3M | 4.80% | 513,039 | Added |
| 12 | DOLE | DOLE PLC | $23.6M | 4.15% | 1.7M | Added |
| 13 | CNQ | CANADIAN NAT RES LTD MED TER | $19.2M | 3.38% | 486,326 | New |
| 14 | WOLF | WOLFSPEED INC | $7.0M | 1.22% | 144,085 | New |
| 15 | FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 16 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
| 17 | MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR