# Panview Capital Ltd: Form 13F holdings

An institutional investment manager in HONG KONG. SEC CIK 2035224.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $568.0m
- Positions: 14 (14 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2035224/000203522426000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $87.5m | 15.4% | 169,885 |  | Reduced −49,799 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM CL A | $61.2m | 10.8% | 614,485 |  | Reduced −282,277 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $58.9m | 10.4% | 4,436,204 |  | Reduced −1,524,728 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $51.6m | 9.1% | 257,697 |  | Reduced −22,303 |
| VANECK ETF TRUST | GOLD MINERS ETF | $45.5m | 8.0% | 602,946 |  | Added +124,800 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $39.9m | 7.0% | 405,853 |  | Added +64,488 |
| ASML HLDG NV | N Y REGISTRY SHS | $39.7m | 7.0% | 19,939 |  | New +19,939 |
| [MACOM TECH SOLUTIONS HLDGS I (MTSI)](/companies/mtsi.md) | COM | $37.3m | 6.6% | 97,984 |  | New +97,984 |
| [FORMFACTOR INC (FORM)](/companies/form.md) | COM | $36.6m | 6.4% | 228,647 |  | New +228,647 |
| [VEON LTD (VEON)](/companies/veon.md) | SPONSORED ADS | $32.9m | 5.8% | 630,616 |  | Added +73,004 |
| [EQT CORP (EQT)](/companies/eqt.md) | COM | $27.3m | 4.8% | 513,039 |  | Added +40,439 |
| DOLE PLC | ORD SHS | $23.6m | 4.1% | 1,716,784 |  | Added +360,961 |
| [CANADIAN NAT RES LTD MED TER (CNQ)](/companies/cnq.md) | COM | $19.2m | 3.4% | 486,326 |  | New +486,326 |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $7.0m | 1.2% | 144,085 |  | New +144,085 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [FUTU HLDGS LTD (FUTU)](/companies/futu.md) | SPON ADS CL A | $0 | 0.0% | 0 |  | Sold out −90,000 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $0 | 0.0% | 0 |  | Sold out −811,115 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $0 | 0.0% | 0 |  | Sold out −21,805 |

Source: SEC EDGAR, Form 13F-HR, accession 0002035224-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.