Q2 2026 13F · SEC CIK 2035224
Panview Capital Ltd
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $568.0M
- Reported positions
- 14
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 4 qtrs
Panview Capital Ltd is a hedge fund that reported 14 positions worth $568.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Applovin Corp (APP, 15.4%), Coreweave Inc (CRWV, 10.8%), Nokia Corp (NOK, 10.4%).
Panview Capital Ltd holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| APPApplovin Corp | 15.4% | -22.7% | $87.5M |
| CRWVCoreweave Inc | 10.8% | -31.5% | $61.2M |
| NOKNokia Corp | 10.4% | -25.6% | $58.9M |
| NVDANvidia Corporation | 9.1% | -8.0% | $51.6M |
| GDXVaneck ETF Trust | 8.0% | +26.1% | $45.5M |
| GDXJVaneck ETF Trust | 7.0% | +18.9% | $39.9M |
| ASMLAsml Hldg NV | 7.0% | — | $39.7M |
| MTSIMacom Tech Solutions Hldgs I | 6.6% | — | $37.3M |
| FORMFormFactor Inc | 6.4% | — | $36.6M |
| VEONVeon Ltd | 5.8% | +13.1% | $32.9M |
| EQTEqt Corp | 4.8% | +8.6% | $27.3M |
| DOLEDole PLC Ord Shs | 4.1% | +26.6% | $23.6M |
| CNQCanadian Nat Res Ltd Med Ter | 3.4% | — | $19.2M |
| WOLFWolfspeed Inc | 1.2% | — | $7.0M |
What Panview Capital Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- ASML Asml Hldg NV7.0% of 13F
- MTSI Macom Tech Solutions Hldgs I6.6% of 13F
- FORM FormFactor Inc6.4% of 13F
- CNQ Canadian Nat Res Ltd Med Ter3.4% of 13F
- WOLF Wolfspeed Inc1.2% of 13F
Added to
- DOLE Dole PLC Ord Shs+26.6% shares
- GDX Vaneck ETF Trust+26.1% shares
- GDXJ Vaneck ETF Trust+18.9% shares
- VEON Veon Ltd+13.1% shares
- EQT Eqt Corp+8.6% shares
Reduced
- CRWV Coreweave Inc-31.5% shares
- NOK Nokia Corp-25.6% shares
- APP Applovin Corp-22.7% shares
- NVDA Nvidia Corporation-8.0% shares
Sold out
- INTC Intel Corpwas 7.7%
- FUTU Futu Holdings Ltdwas 2.6%
- MPC Marathon Petroleumwas 1.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -19.6% /yr
- S&P 500 +11.7%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $568.0M | 14 |
| Q1 2026 | $467.2M | 12 |
| Q4 2025 | $278.5M | 9 |
| Q3 2025 | $235.1M | 9 |
| Q2 2025 | $314.3M | 9 |
| Q1 2025 | $264.1M | 8 |
| Q4 2024 | $468.8M | 10 |
Questions about Panview Capital Ltd's portfolio
What stocks does Panview Capital Ltd own?
Panview Capital Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 14 positions worth $568.0M. The largest are Applovin Corp (APP) at 15.4%, Coreweave Inc (CRWV) at 10.8%, Nokia Corp (NOK) at 10.4%, Nvidia Corporation (NVDA) at 9.1% and Vaneck ETF Trust (GDX) at 8.0%.
What did Panview Capital Ltd buy last quarter?
In Q2 2026, Panview Capital Ltd added a new position in Asml Hldg NV (ASML), a new position in Macom Tech Solutions Hldgs I (MTSI), a new position in FormFactor Inc (FORM), a new position in Canadian Nat Res Ltd Med Ter (CNQ), a new position in Wolfspeed Inc (WOLF), Dole PLC Ord Shs (DOLE) (+26.6% shares), Vaneck ETF Trust (GDX) (+26.1% shares) and Vaneck ETF Trust (GDXJ) (+18.9% shares), compared with its Q1 2026 filing.
What did Panview Capital Ltd sell last quarter?
In Q2 2026, Panview Capital Ltd sold all of Intel Corp (INTC), sold all of Futu Holdings Ltd (FUTU), sold all of Marathon Petroleum (MPC), Coreweave Inc (CRWV) (-31.5% shares), Nokia Corp (NOK) (-25.6% shares) and Applovin Corp (APP) (-22.7% shares), compared with its Q1 2026 filing.
When is Panview Capital Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Panview Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.