Panview Capital Ltd Top Holdings and 13F Report (2026) About Panview Capital LtdInvestment ActivityPanview Capital Ltd has $567.96 million in total holdings as of June 30, 2026.Panview Capital Ltd owns shares of 14 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 29.29% of the portfolio was purchased this quarter.About 23.22% of the portfolio was sold this quarter.This quarter, Panview Capital Ltd has purchased 12 new stocks and bought additional shares in 5 stocks.Panview Capital Ltd sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings APPLOVIN CORP $87,529,849COREWEAVE INC $61,165,837Nokia $58,912,789NVIDIA $51,562,593VanEck Gold Miners ETF $45,492,276 Largest New Holdings this Quarter N07059210 - ASML $39,667,444 Holding55405Y100 - MACOM Technology Solutions $37,270,174 Holding346375108 - FormFactor $36,567,515 Holding136385101 - Canadian Natural Resources $19,209,877 Holding97785W106 - WOLFSPEED INC $6,952,101 Holding Largest Purchases this Quarter ASML 19,939 shares (about $39.67M)MACOM Technology Solutions 97,984 shares (about $37.27M)FormFactor 228,647 shares (about $36.57M)Canadian Natural Resources 486,326 shares (about $19.21M)VanEck Gold Miners ETF 124,800 shares (about $9.42M) Largest Sales this Quarter COREWEAVE INC 282,277 shares (about $28.10M)APPLOVIN CORP 49,799 shares (about $25.66M)Nokia 1,524,728 shares (about $20.25M)NVIDIA 22,303 shares (about $4.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPanview Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPPLOVIN CORP$87,529,849$25,657,939 â–¼-22.7%169,88515.4%COM CL ACOREWEAVE INC$61,165,837$28,097,853 â–¼-31.5%614,48510.8%COM CL ANOKNokia$58,912,789$20,248,388 â–¼-25.6%4,436,20410.4%TechnologyNVDANVIDIA$51,562,593$4,462,607 â–¼-8.0%257,6979.1%TechnologyGDXVanEck Gold Miners ETF$45,492,276$9,416,160 â–²26.1%602,9468.0%ETFGDXJVanEck Junior Gold Miners ETF$39,875,057$6,335,946 â–²18.9%405,8537.0%ETFASMLASML$39,667,444$39,667,444 â–²New Holding19,9397.0%TechnologyMTSIMACOM Technology Solutions$37,270,174$37,270,174 â–²New Holding97,9846.6%TechnologyFORMFormFactor$36,567,515$36,567,515 â–²New Holding228,6476.4%TechnologyVEONVEON$32,924,461$3,811,539 â–²13.1%630,6165.8%Communication ServicesEQTEQT$27,278,284$2,150,142 â–²8.6%513,0394.8%EnergyDOLEDole$23,554,276$4,952,385 â–²26.6%1,716,7844.1%Consumer StaplesCNQCanadian Natural Resources$19,209,877$19,209,877 â–²New Holding486,3263.4%EnergyWOLFSPEED INC$6,952,101$6,952,101 â–²New Holding144,0851.2%COMMON STOCKINTCIntel$0$35,794,505 â–¼-100.0%00.0%TechnologyFUTUFutu$0$12,308,400 â–¼-100.0%00.0%FinanceMPCMarathon Petroleum$0$5,324,345 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
