Panview Capital Ltd reported 12 positions worth $482.60M for the quarter ended Jun 30, 2026, up 26.2% on the prior quarter. It opened 5 new positions, added to 3, trimmed 4 and exited 3. Its largest holding is AppLovin Corp at 18.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ASML Asml Holding Nv | +19.9K | – | $39.67M | 8.22% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +98.0K | – | $37.27M | 7.72% |
| FORM Formfactor Inc | +228.6K | – | $36.57M | 7.58% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | +486.3K | – | $19.21M | 3.98% |
| WOLF Wolfspeed, Inc. | +144.1K | – | $6.95M | 1.44% |
| DOLE Dole plc | +361.0K | +26.6% | $4.95M | 4.88% |
| VEON VEON Ltd. | +73.0K | +13.1% | $3.81M | 6.82% |
| EQT EQT Corp | +40.4K | +8.6% | $2.15M | 5.65% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | -811.1K | -100.0% | $35.79M | Exited |
| CRWV CoreWeave, Inc. | -282.3K | -31.5% | $28.10M | 12.67% |
| APP AppLovin Corp | -49.8K | -22.7% | $25.66M | 18.14% |
| NOK Nokia Corp | -1.52M | -25.6% | $20.25M | 12.21% |
| FUTU Futu Holdings Ltd | -90.0K | -100.0% | $12.31M | Exited |
| MPC Marathon Petroleum Corp | -21.8K | -100.0% | $5.32M | Exited |
| NVDA Nvidia Corp | -22.3K | -8.0% | $4.46M | 10.68% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | APP AppLovin Corp | Technology | 169.9K | $87.53M | 18.14% | -49.8K | -22.7% | Reduced | 0.06% |
| 2 | CRWV CoreWeave, Inc. | Technology | 614.5K | $61.17M | 12.67% | -282.3K | -31.5% | Reduced | 0.13% |
| 3 | NOK Nokia Corp | Others | 4.44M | $58.91M | 12.21% | -1.52M | -25.6% | Reduced | 0.08% |
| 4 | NVDA Nvidia Corp | Technology | 257.7K | $51.56M | 10.68% | -22.3K | -8.0% | Reduced | 0% |
| 5 | ASML Asml Holding Nv | Technology | 19.9K | $39.67M | 8.22% | +19.9K | – | New | 0.01% |
| 6 | MTSI MACOM Technology Solutions Holdings, Inc. | Technology | 98.0K | $37.27M | 7.72% | +98.0K | – | New | 0.13% |
| 7 | FORM Formfactor Inc | Technology | 228.6K | $36.57M | 7.58% | +228.6K | – | New | 0.29% |
| 8 | VEON VEON Ltd. | Communication Services | 630.6K | $32.92M | 6.82% | +73.0K | +13.1% | Added | 0.85% |
| 9 | EQT EQT Corp | Energy | 513.0K | $27.28M | 5.65% | +40.4K | +8.6% | Added | 0.08% |
| 10 | DOLE Dole plc | Consumer Staples | 1.72M | $23.55M | 4.88% | +361.0K | +26.6% | Added | 1.81% |
| 11 | CNQ CANADIAN NATURAL RESOURCES Ltd | Energy | 486.3K | $19.21M | 3.98% | +486.3K | – | New | 0.02% |
| 12 | WOLF Wolfspeed, Inc. | Technology | 144.1K | $6.95M | 1.44% | +144.1K | – | New | 0.28% |
Tip. Select a row to see that position’s full history at Panview Capital.
As of its Q2 2026 13F filing, Panview Capital Ltd’s five largest positions were AppLovin Corp (APP) at 18.1%, CoreWeave, Inc. (CRWV) at 12.7%, Nokia Corp (NOK) at 12.2%, Nvidia Corp (NVDA) at 10.7%, Asml Holding Nv (ASML) at 8.2% of the reported portfolio.
Panview Capital Ltd reported a 13F portfolio worth $482.60M across 12 positions for Q2 2026. That is up 26.2% from the previous quarter.
Its largest purchases by value were Asml Holding Nv ($39.67M), MACOM Technology Solutions Holdings, Inc. ($37.27M), Formfactor Inc ($36.57M). It opened 5 new positions.
Its largest sales by value were Intel Corp ($35.79M), CoreWeave, Inc. ($28.10M), AppLovin Corp ($25.66M). It exited 3 positions entirely.
From the Form 13F-HR reports Panview Capital Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.