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Panview Capital Ltd Top Holdings and 13F Report (2026)

About Panview Capital Ltd

Investment Activity

  • Panview Capital Ltd has $467.22 million in total holdings as of March 31, 2026.
  • Panview Capital Ltd owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 58.15% of the portfolio was purchased this quarter.
  • About 13.64% of the portfolio was sold this quarter.
  • This quarter, Panview Capital Ltd has purchased 9 new stocks and bought additional shares in 2 stocks.
  • Panview Capital Ltd sold shares of 4 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

APPLOVIN CORP
$87,434,232
COREWEAVE INC
$69,472,152
NVIDIA
$48,832,000
Nokia
$47,925,893

Largest New Holdings this Quarter

21873S108 - COREWEAVE INC
$69,472,152 Holding
67066G104 - NVIDIA
$48,832,000 Holding
654902204 - Nokia
$47,925,893 Holding
458140100 - Intel
$35,794,505 Holding
36118L106 - Futu
$12,308,400 Holding

Largest Purchases this Quarter

COREWEAVE INC
896,762 shares (about $69.47M)
APPLOVIN CORP
125,706 shares (about $50.03M)
NVIDIA
280,000 shares (about $48.83M)
Nokia
5,960,932 shares (about $47.93M)
Intel
811,115 shares (about $35.79M)

Largest Sales this Quarter

VanEck Junior Gold Miners ETF
86,835 shares (about $10.42M)
VanEck Gold Miners ETF
95,154 shares (about $8.73M)
Dole
76,152 shares (about $1.09M)
EQT
10,000 shares (about $636.40K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPanview Capital Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
APPLOVIN CORP
$87,434,232$50,030,988 â–²133.8%219,68418.7%COM CL A
COREWEAVE INC
$69,472,152$69,472,152 â–²New Holding896,76214.9%COM CL A
NVIDIA Corporation stock logo
NVDA
NVIDIA
$48,832,000$48,832,000 â–²New Holding280,00010.5%Computer and Technology
Nokia Corporation stock logo
NOK
Nokia
$47,925,893$47,925,893 â–²New Holding5,960,93210.3%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$43,879,458$8,732,282 â–¼-16.6%478,1469.4%ETF
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$40,977,455$10,423,674 â–¼-20.3%341,3658.8%ETF
Intel Corporation stock logo
INTC
Intel
$35,794,505$35,794,505 â–²New Holding811,1157.7%Computer and Technology
EQT Corporation stock logo
EQT
EQT
$30,076,264$636,400 â–¼-2.1%472,6006.4%Energy
VEON Ltd. stock logo
VEON
VEON
$25,817,436$1,976,316 â–²8.3%557,6125.5%Utilities
Dole PLC stock logo
DOLE
Dole
$19,374,711$1,088,212 â–¼-5.3%1,355,8234.1%Consumer Staples
Futu Holdings Limited Sponsored ADR stock logo
FUTU
Futu
$12,308,400$12,308,400 â–²New Holding90,0002.6%Business Services
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$5,324,345$5,324,345 â–²New Holding21,8051.1%Energy
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$0$20,600,695 â–¼-100.0%00.0%Retail/Wholesale
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$0$12,026,638 â–¼-100.0%00.0%Computer and Technology
Tapestry, Inc. stock logo
TPR
Tapestry
$0$10,221,600 â–¼-100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data