Panview Capital Ltd
- SEC CIK
- 0002035224
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 14
- +2 vs. Q1 2026
- Total value
- $567.96M
- +$100.75M (+21.6%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| APPAPPLOVIN CORP | COM CL A | 169,885 | $87.53M | 15.41% | −49,799−22.7% | Reduced | View |
| CRWVCOREWEAVE INC COM CL A | Stock | 614,485 | $61.17M | 10.77% | −282,277−31.5% | Reduced | View |
| NOKNOKIA CORP | SPONSORED ADR | 4,436,204 | $58.91M | 10.37% | −1,524,728−25.6% | Reduced | View |
| NVDANVIDIA CORPORATION COM | Stock | 257,697 | $51.56M | 9.08% | −22,303−8.0% | Reduced | View |
| VANECK ETF TRUST92189F106 | GOLD MINERS ETF | 602,946 | $45.49M | 8.01% | +124,800+26.1% | Added | – |
| VANECK ETF TRUST92189F791 | JUNIOR GOLD MINE | 405,853 | $39.88M | 7.02% | +64,488+18.9% | Added | – |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 19,939 | $39.67M | 6.98% | +19,939 | New | View |
| MTSIMACOM TECH SOLUTIONS HLDGS I | COM | 97,984 | $37.27M | 6.56% | +97,984 | New | View |
| FORMFORMFACTOR INC | COM | 228,647 | $36.57M | 6.44% | +228,647 | New | View |
| VEONVEON LTD | SPONSORED ADS | 630,616 | $32.92M | 5.80% | +73,004+13.1% | Added | View |
| EQTEQT CORP COM | Stock | 513,039 | $27.28M | 4.80% | +40,439+8.6% | Added | View |
| DOLEDOLE PLC | ORD SHS | 1,716,784 | $23.55M | 4.15% | +360,961+26.6% | Added | View |
| CNQCANADIAN NAT RES LTD MED TER | COM | 486,326 | $19.21M | 3.38% | +486,326 | New | View |
| WOLFWOLFSPEED INC | COMMON STOCK | 144,085 | $6.95M | 1.22% | +144,085 | New | View |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are no longer in this filing.
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 14 | $567.96M | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 12 | $467.22M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 13, 2026 | 9 | $278.47M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 9 | $235.08M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 7, 2025 | 9 | $314.26M | vs. Q1 2025 | SEC |
| Q1 2025 | May 7, 2025 | 8 | $264.08M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 4, 2025 | 10 | $468.8M | – | SEC |