Panview Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Panview Capital Ltd reported 14 stock positions worth $568.0 million. Its top holding was AppLovin Class A (APP) at 15.4% of the portfolio, followed by Coreweave Class A (CRWV, 10.8%) and Nokia Corp.-Spon ADR (NOK, 10.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 3, added to 5 and reduced 4. The biggest buy was a new position in ASML Holding NV-NY Reg SHS (ASML) and the biggest sale an exit from Intel (INTC).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002035224
- Portfolio Value
- $568.0M (Q2 2026)
- SEC Filing
- 0002035224-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 14 stocks · $568.0M
| APP AppLovin Corp. Class A | 15.41% | 169,885 | $87.5M | Reduce -22.7% |
| CRWV Coreweave Inc. Class A | 10.77% | 614,485 | $61.2M | Reduce -31.5% |
| NOK Nokia Corp.-Spon ADR | 10.37% | 4,436,204 | $58.9M | Reduce -25.6% |
| NVDA Nvidia Corp. | 9.08% | 257,697 | $51.6M | Reduce -8.0% |
| GDX Vaneck Gold Miners ETF | 8.01% | 602,946 | $45.5M | Add +26.1% |
| GDXJ Vaneck Junior Gold Miners | 7.02% | 405,853 | $39.9M | Add +18.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 6.98% | 19,939 | $39.7M | New |
| MTSI Macom Technology Solutions H | 6.56% | 97,984 | $37.3M | New |
| FORM Formfactor Inc. | 6.44% | 228,647 | $36.6M | New |
| VEON Veon Ltd. | 5.80% | 630,616 | $32.9M | Add +13.1% |
| EQT Eqt Corp. | 4.80% | 513,039 | $27.3M | Add +8.6% |
| DOLE Dole PLC | 4.15% | 1,716,784 | $23.6M | Add +26.6% |
| CNQ Canadian Natural Resources | 3.38% | 486,326 | $19.2M | New |
| WOLF Wolfspeed Inc. | 1.22% | 144,085 | $7.0M | New |
Portfolio Sells Q1 2026 → Q2 2026
| INTC Intel Corp. | Sold out | 0.00% | −7.66 |
| CRWV Coreweave Inc. Class A | Reduce -31.5% | 10.77% | −4.10 |
| APP AppLovin Corp. Class A | Reduce -22.7% | 15.41% | −3.30 |
| FUTU Futu Holdings Ltd.-ADR | Sold out | 0.00% | −2.63 |
| NVDA Nvidia Corp. | Reduce -8.0% | 9.08% | −1.37 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −1.14 |
| NOK Nokia Corp.-Spon ADR | Reduce -25.6% | 10.37% | +0.11 |
Portfolio Buys Q1 2026 → Q2 2026
| ASML ASML Holding NV-NY Reg SHS | New | 6.98% | +6.98 |
| MTSI Macom Technology Solutions H | New | 6.56% | +6.56 |
| FORM Formfactor Inc. | New | 6.44% | +6.44 |
| CNQ Canadian Natural Resources | New | 3.38% | +3.38 |
| WOLF Wolfspeed Inc. | New | 1.22% | +1.22 |
| VEON Veon Ltd. | Add +13.1% | 5.80% | +0.27 |
| DOLE Dole PLC | Add +26.6% | 4.15% | +0.00 |
| GDX Vaneck Gold Miners ETF | Add +26.1% | 8.01% | −1.38 |
| EQT Eqt Corp. | Add +8.6% | 4.80% | −1.63 |
| GDXJ Vaneck Junior Gold Miners | Add +18.9% | 7.02% | −1.75 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $568.0M | APP, CRWV, NOK, NVDA, GDX |
| Q1 2026 | 12 | $467.2M | APP, CRWV, NVDA, NOK, GDX |
| Q4 2025 | 9 | $278.5M | APP, GDX, GDXJ, VEON, EQT |
| Q3 2025 | 9 | $235.1M | APP, GDXJ, GDX, VEON, PDD |
| Q2 2025 | 9 | $314.3M | APP, GDXJ, GDX, QFIN, GOOG |
| Q1 2025 | 8 | $264.1M | APP, GDX, GDXJ, GOOG, DECK |
| Q4 2024 | 10 | $468.8M | APP, DECK, GOOG, GDXJ, GDX |