Panview Capital Ltd — 13F Holdings & Portfolio
CIK 2035224 · latest 13F-HR filed 2026-08-13
Panview Capital Ltd manages $568.0M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are APP (15.41%), CRWV (10.77%), NOK (10.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 3, added to 4, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$568.0M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-08-13
+5 / −3 / ↑4 / ↓2
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- NOKIA CORP$11.0M +22.9%
- VEON LTD$7.1M +27.5%
- DOLE PLC$4.2M +21.6%
- NVIDIA CORPORATION$2.7M +5.6%
New Positions
- ASML HLDG NV$39.7M
- MACOM TECH SOLUTIONS HLDGS I$37.3M
- FORMFACTOR INC$36.6M
- CANADIAN NAT RES LTD MED TER$19.2M
- WOLFSPEED INC$7.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 03831W108 | $87.5M | 15.41% | 169,885 | SH |
| 2 | COREWEAVE INC | CRWV | 21873S108 | $61.2M | 10.77% | 614,485 | SH |
| 3 | NOKIA CORP | NOK | 654902204 | $58.9M | 10.37% | 4,436,204 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $51.6M | 9.08% | 257,697 | SH |
| 5 | VANECK ETF TRUST | GDX | 92189F106 | $45.5M | 8.01% | 602,946 | SH |
| 6 | VANECK ETF TRUST | GDXJ | 92189F791 | $39.9M | 7.02% | 405,853 | SH |
| 7 | ASML HLDG NV | ASML | N07059210 | $39.7M | 6.98% | 19,939 | SH |
| 8 | MACOM TECH SOLUTIONS HLDGS I | MTSI | 55405Y100 | $37.3M | 6.56% | 97,984 | SH |
| 9 | FORMFACTOR INC | FORM | 346375108 | $36.6M | 6.44% | 228,647 | SH |
| 10 | VEON LTD | VEON | 91822M502 | $32.9M | 5.80% | 630,616 | SH |
| 11 | EQT CORP | EQT | 26884L109 | $27.3M | 4.80% | 513,039 | SH |
| 12 | DOLE PLC | DOLE | G27907107 | $23.6M | 4.15% | 1,716,784 | SH |
| 13 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $19.2M | 3.38% | 486,326 | SH |
| 14 | WOLFSPEED INC | WOLF | 97785W106 | $7.0M | 1.22% | 144,085 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $568.0M | 14 | 0002035224-26-000004 |
| 2026-03-31 | 2026-05-14 | $467.2M | 12 | 0002035224-26-000003 |
| 2025-12-31 | 2026-02-13 | $278.5M | 9 | 0002035224-26-000001 |
| 2025-09-30 | 2025-11-13 | $235.1M | 9 | 0002035224-25-000022 |
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