Panview Capital Ltd

CIK 0002035224 · HONG KONG, K3 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Panview Capital Ltd reported 14 positions worth $568.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: APP (15.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$568.0M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.4%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1APPAPPLOVIN CORPSH$87.5M15.41%169,885
2CRWVCOREWEAVE INCSH$61.2M10.77%614,485
3NOKNOKIA CORPSH$58.9M10.37%4,436,204
4NVDANVIDIA CORPORATIONSH$51.6M9.08%257,697
5GDXVANECK ETF TRUSTSH$45.5M8.01%602,946
6GDXJVANECK ETF TRUSTSH$39.9M7.02%405,853
7ASMLASML HLDG NVSH$39.7M6.98%19,939
8MTSIMACOM TECH SOLUTIONS HLDGS ISH$37.3M6.56%97,984
9FORMFORMFACTOR INCSH$36.6M6.44%228,647
10VEONVEON LTDSH$32.9M5.80%630,616

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Panview Capital Ltd hold as of Q2 2026?

Panview Capital Ltd reported 14 positions worth $568.0M in its Q2 2026 13F filing. Largest positions: APP (15.4%), CRWV (10.8%), NOK (10.4%), NVDA (9.1%) and GDX (8.0%).

What did Panview Capital Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Panview Capital Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.