Panview Capital Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Panview Capital Ltd reported 12 stock positions worth $467.2 million. Its top holding was AppLovin Class A (APP) at 18.7% of the portfolio, followed by Coreweave Class A (CRWV, 14.9%) and Nvidia (NVDA, 10.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 3, added to 2 and reduced 4. The biggest buy was a new position in Coreweave Class A (CRWV) and the biggest sale Vaneck Junior Gold Miners (GDXJ, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002035224
- Portfolio Value
- $467.2M (Q1 2026)
- SEC Filing
- 0002035224-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 12 stocks · $467.2M
| APP AppLovin Corp. Class A | 18.71% | 219,684 | $87.4M | Add +133.8% |
| CRWV Coreweave Inc. Class A | 14.87% | 896,762 | $69.5M | New |
| NVDA Nvidia Corp. | 10.45% | 280,000 | $48.8M | New |
| NOK Nokia Corp.-Spon ADR | 10.26% | 5,960,932 | $47.9M | New |
| GDX Vaneck Gold Miners ETF | 9.39% | 478,146 | $43.9M | Reduce -16.6% |
| GDXJ Vaneck Junior Gold Miners | 8.77% | 341,365 | $41.0M | Reduce -20.3% |
| INTC Intel Corp. | 7.66% | 811,115 | $35.8M | New |
| EQT Eqt Corp. | 6.44% | 472,600 | $30.1M | Reduce -2.1% |
| VEON Veon Ltd. | 5.53% | 557,612 | $25.8M | Add +8.3% |
| DOLE Dole PLC | 4.15% | 1,355,823 | $19.4M | Reduce -5.3% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 2.63% | 90,000 | $12.3M | New |
| MPC Marathon Petroleum Corp. | 1.14% | 21,805 | $5.3M | New |
Portfolio Sells Q4 2025 → Q1 2026
| GDXJ Vaneck Junior Gold Miners | Reduce -20.3% | 8.77% | −8.73 |
| GDX Vaneck Gold Miners ETF | Reduce -16.6% | 9.39% | −8.27 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −7.40 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −4.32 |
| TPR Tapestry Inc. | Sold out | 0.00% | −3.67 |
| DOLE Dole PLC | Reduce -5.3% | 4.15% | −3.56 |
| EQT Eqt Corp. | Reduce -2.1% | 6.44% | −2.85 |
Portfolio Buys Q4 2025 → Q1 2026
| CRWV Coreweave Inc. Class A | New | 14.87% | +14.87 |
| NVDA Nvidia Corp. | New | 10.45% | +10.45 |
| NOK Nokia Corp.-Spon ADR | New | 10.26% | +10.26 |
| INTC Intel Corp. | New | 7.66% | +7.66 |
| FUTU Futu Holdings Ltd.-ADR | New | 2.63% | +2.63 |
| MPC Marathon Petroleum Corp. | New | 1.14% | +1.14 |
| APP AppLovin Corp. Class A | Add +133.8% | 18.71% | −4.03 |
| VEON Veon Ltd. | Add +8.3% | 5.53% | −4.20 |
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 |