Skip to main content

Panview Capital Ltd

SEC CIK
0002035224
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
12
+3 vs. Q4 2025
Portfolio value
$467.2M
+$188.7M (+67.8%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Panview Capital Ltd in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
APPAppLovin CorpCOM CL A219,684$87.4M18.7%+125,706+133.8%AddedHistory
CRWVCoreWeave, Inc.Stock896,762$69.5M14.9%+896,762NewHistory
NVDANVIDIA CorpStock280,000$48.8M10.5%+280,000NewHistory
NOKNokia CorpSPONSORED ADR5,960,932$47.9M10.3%+5,960,932NewHistory
VanEck ETF Trust92189F106GOLD MINERS ETF478,146$43.9M9.4%−95,154−16.6%Reduced–
VanEck ETF Trust92189F791JUNIOR GOLD MINE341,365$41.0M8.8%−86,835−20.3%Reduced–
INTCIntel CorpStock811,115$35.8M7.7%+811,115NewHistory
EQTEQT CorpStock472,600$30.1M6.4%−10,000−2.1%ReducedHistory
VEONVEON Ltd.SPONSORED ADS557,612$25.8M5.5%+42,685+8.3%AddedHistory
DOLEDole plcORD SHS1,355,823$19.4M4.1%−76,152−5.3%ReducedHistory
FUTUFutu Holdings LtdSPON ADS CL A90,000$12.3M2.6%+90,000NewHistory
MPCMarathon Petroleum CorpStock21,805$5.32M1.1%+21,805NewHistory

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Panview Capital Ltd sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
PDDPDD Holdings Inc.SPONSORED ADS181,680$20.6M7.4%History
MMYTMakeMyTrip LtdStock146,452$12.0M4.3%History
TPRTapestry, Inc.COM80,000$10.2M3.7%History