§ 13F · FUND PROFILE
Panview Capital Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $314M (13F)Positions · 9Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$220M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 220K | $87M | 18.7% | +134% |
| 2 | CRWV | COREWEAVE INC | 897K | $69M | 14.9% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 280K | $49M | 10.5% | NEW |
| 4 | NOK | NOKIA CORP | 5.96M | $48M | 10.3% | NEW |
| 5 | GDX | VANECK ETF TRUST | 478K | $44M | 9.4% | −17% |
| 6 | GDXJ | VANECK ETF TRUST | 341K | $41M | 8.8% | −20% |
| 7 | INTC | INTEL CORP | 811K | $36M | 7.7% | NEW |
| 8 | EQT | EQT CORP | 473K | $30M | 6.4% | −2% |
| 9 | VEON | VEON LTD | 558K | $26M | 5.5% | +8% |
| 10 | DOLE | DOLE PLC | 1.36M | $19M | 4.1% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PANVIEW SIGNAL
AC read
Panview Capital Ltd is a Other fund managing $314 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed