Panview Capital Ltd
- SEC CIK
- 0002035224
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 14
- +2 vs. Q1 2026
- Portfolio value
- $568.0M
- +$100.7M (+21.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 169,885 | $87.5M | 15.4% | −49,799−22.7% | Reduced | History |
| CRWVCoreWeave, Inc. | Stock | 614,485 | $61.2M | 10.8% | −282,277−31.5% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 4,436,204 | $58.9M | 10.4% | −1,524,728−25.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 257,697 | $51.6M | 9.1% | −22,303−8.0% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 602,946 | $45.5M | 8.0% | +124,800+26.1% | Added | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 405,853 | $39.9M | 7.0% | +64,488+18.9% | Added | – |
| ASMLASML Holding NV | ADR | 19,939 | $39.7M | 7.0% | +19,939 | New | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 97,984 | $37.3M | 6.6% | +97,984 | New | History |
| FORMFormfactor Inc | COM | 228,647 | $36.6M | 6.4% | +228,647 | New | History |
| VEONVEON Ltd. | SPONSORED ADS | 630,616 | $32.9M | 5.8% | +73,004+13.1% | Added | History |
| EQTEQT Corp | Stock | 513,039 | $27.3M | 4.8% | +40,439+8.6% | Added | History |
| DOLEDole plc | ORD SHS | 1,716,784 | $23.6M | 4.1% | +360,961+26.6% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 486,326 | $19.2M | 3.4% | +486,326 | New | History |
| WOLFWolfspeed, Inc. | COMMON STOCK | 144,085 | $6.95M | 1.2% | +144,085 | New | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.