§ 13F · FUND PROFILE
Panview Capital Ltd.
AUM · $568M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$140M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 170K | $88M | 15.4% | −23% |
| 2 | CRWV | COREWEAVE INC | 614K | $61M | 10.8% | −31% |
| 3 | NOK | NOKIA CORP | 4.44M | $59M | 10.4% | −26% |
| 4 | NVDA | NVIDIA CORPORATION | 258K | $52M | 9.1% | −8% |
| 5 | GDX | VANECK ETF TRUST | 603K | $45M | 8.0% | +26% |
| 6 | GDXJ | VANECK ETF TRUST | 406K | $40M | 7.0% | +19% |
| 7 | ASML | ASML HLDG NV | 20K | $40M | 7.0% | NEW |
| 8 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 98K | $37M | 6.6% | NEW |
| 9 | FORM | FORMFACTOR INC | 229K | $37M | 6.4% | NEW |
| 10 | VEON | VEON LTD | 631K | $33M | 5.8% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PANVIEW SIGNAL
AC read
Panview Capital Ltd is a Other fund managing $568 million in assets. The fund runs a focused portfolio of just 14 positions.
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