Panview Capital Ltd Portfolio Stock Holdings

Panview Capital Ltd disclosed 12 stock positions valued at approximately $467.2 million in its latest SEC 13F filing. The largest holdings include APPLOVIN CORP, NVIDIA CORPORATION, and NOKIA CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
12
Portfolio Value
$467.2M
Holdings by Sector
Panview Capital Ltd Portfolio Holdings in Q1 2026

11 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLOVIN CORPAPPTechnology18.71%219,684+125,706+133.76%$87,434,232
NVIDIA CORPORATIONNVDATechnology10.45%280,000+280,000+100.00%$48,832,000
NOKIA CORPNOKTechnology10.26%5,960,932+5,960,932+100.00%$47,925,893
VANECK ETF TRUSTGDXOther9.39%478,146-95,154-16.60%$43,879,458
VANECK ETF TRUSTGDXJOther8.77%341,365-86,835-20.28%$40,977,455
INTEL CORPINTCTechnology7.66%811,115+811,115+100.00%$35,794,505
EQT CORPEQTEnergy6.44%472,600-10,000-2.07%$30,076,264
VEON LTDVEONCommunication Services5.53%557,612+42,685+8.29%$25,817,436
DOLE PLCG27907107Other4.15%1,355,823-76,152-5.32%$19,374,711
FUTU HLDGS LTDFUTUFinancial Services2.63%90,000+90,000+100.00%$12,308,400
MARATHON PETE CORPMPCEnergy1.14%21,805+21,805+100.00%$5,324,345