Panview Capital Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Panview Capital Ltd disclosed 14 stock positions valued at approximately $567.96M as of quarter-end June 30, 2026. The largest holdings include APPLOVIN CORP, COREWEAVE INC, and NOKIA CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $567.96M
Holdings by Sector
Panview Capital Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 15.41% | 169,885 | -49,799 | -22.67% | $87,529,849 |
| COREWEAVE INC | CRWV | Other | 10.77% | 614,485 | -282,277 | -31.48% | $61,165,837 |
| NOKIA CORP | NOK | Technology | 10.37% | 4,436,204 | -1,524,728 | -25.58% | $58,912,789 |
| NVIDIA CORPORATION | NVDA | Technology | 9.08% | 257,697 | -22,303 | -7.97% | $51,562,593 |
| VANECK ETF TRUST | GDX | Other | 8.01% | 602,946 | +124,800 | +26.10% | $45,492,276 |
| VANECK ETF TRUST | GDXJ | Other | 7.02% | 405,853 | +64,488 | +18.89% | $39,875,057 |
| ASML HLDG NV | ASML | Other | 6.98% | 19,939 | +19,939 | +100.00% | $39,667,444 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 6.56% | 97,984 | +97,984 | +100.00% | $37,270,174 |
| FORMFACTOR INC | FORM | Technology | 6.44% | 228,647 | +228,647 | +100.00% | $36,567,515 |
| VEON LTD | VEON | Communication Services | 5.80% | 630,616 | +73,004 | +13.09% | $32,924,461 |
| EQT CORP | EQT | Energy | 4.80% | 513,039 | +40,439 | +8.56% | $27,278,284 |
| DOLE PLC | DOLE | Consumer Defensive | 4.15% | 1,716,784 | +360,961 | +26.62% | $23,554,276 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 3.38% | 486,326 | +486,326 | +100.00% | $19,209,877 |
| WOLFSPEED INC | WOLF | Other | 1.22% | 144,085 | +144,085 | +100.00% | $6,952,101 |
Showing 14 of 14 holdings in the latest reporting period.