Panview Capital Ltd
An institutional investment manager in HONG KONG. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 2035224.
- Reported value$568.0m
- Positions14
Holdings: 14 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Applovin CorpAPP | COM CL A | 03831W108 | 87.5 | 15.4% | 169,885 | Reduced−49,799 | |
| Coreweave IncCRWV | COM CL A | 21873S108 | 61.2 | 10.8% | 614,485 | Reduced−282,277 | |
| Nokia CorpNOK | SPONSORED ADR | 654902204 | 58.9 | 10.4% | 4,436,204 | Reduced−1,524,728 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 51.6 | 9.1% | 257,697 | Reduced−22,303 | |
| Vaneck ETF Trust | GOLD MINERS ETF | 92189F106 | 45.5 | 8.0% | 602,946 | Added+124,800 | |
| Vaneck ETF Trust | JUNIOR GOLD MINE | 92189F791 | 39.9 | 7.0% | 405,853 | Added+64,488 | |
| Asml HLDG NV | N Y REGISTRY SHS | N07059210 | 39.7 | 7.0% | 19,939 | New+19,939 | |
| Macom Tech Solutions Holdings IMTSI | COM | 55405Y100 | 37.3 | 6.6% | 97,984 | New+97,984 | |
| Formfactor IncFORM | COM | 346375108 | 36.6 | 6.4% | 228,647 | New+228,647 | |
| Veon LtdVEON | SPONSORED ADS | 91822M502 | 32.9 | 5.8% | 630,616 | Added+73,004 | |
| EQT CorpEQT | COM | 26884L109 | 27.3 | 4.8% | 513,039 | Added+40,439 | |
| Dole plc | ORD SHS | G27907107 | 23.6 | 4.1% | 1,716,784 | Added+360,961 | |
| Canadian Nat Res Ltd Med TerCNQ | COM | 136385101 | 19.2 | 3.4% | 486,326 | New+486,326 | |
| Wolfspeed IncWOLF | COMMON STOCK | 97785W106 | 7.0 | 1.2% | 144,085 | New+144,085 |
Sold out: 3 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Futu Holdings LtdFUTU | SPON ADS CL A | 36118L106 | 0.0 | 0.0% | 0 | Sold out−90,000 | |
| Intel CorpINTC | COM | 458140100 | 0.0 | 0.0% | 0 | Sold out−811,115 | |
| Marathon Pete CorpMPC | COM | 56585A102 | 0.0 | 0.0% | 0 | Sold out−21,805 |
Source: SEC EDGAR, Form 13F-HR, accession 0002035224-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.