Holders — by stockHoldings — by fund
Panview Capital Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2035224
$568.0M
disclosed book value
14
positions
15.4%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 169,885 | $87.5M | 15.4% |
| 2 | CRWVCOREWEAVE INC | 614,485 | $61.2M | 10.8% |
| 3 | NOKNOKIA CORP | 4.4M | $58.9M | 10.4% |
| 4 | NVDANVIDIA CORPORATION | 257,697 | $51.6M | 9.1% |
| 5 | GDXVANECK ETF TRUST | 602,946 | $45.5M | 8% |
| 6 | GDXJVANECK ETF TRUST | 405,853 | $39.9M | 7% |
| 7 | ASML HLDG NV | 19,939 | $39.7M | 7% |
| 8 | MTSIMACOM TECH SOLUTIONS HLDGS I | 97,984 | $37.3M | 6.6% |
| 9 | FORMFORMFACTOR INC | 228,647 | $36.6M | 6.4% |
| 10 | VEONVEON LTD | 630,616 | $32.9M | 5.8% |
| 11 | EQTEQT CORP | 513,039 | $27.3M | 4.8% |
| 12 | DOLE PLC | 1.7M | $23.6M | 4.1% |
| 13 | CNQCANADIAN NAT RES LTD MED TER | 486,326 | $19.2M | 3.4% |
| 14 | WOLFWOLFSPEED INC | 144,085 | $7.0M | 1.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.