Panview Capital Ltd
CIK 2035224 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- APP15.41%
- CRWV10.77%
- NOK10.37%
- NVDA9.08%
- GDX8.01%
- GDXJ7.02%
- ASML6.98%
- MTSI6.56%
- FORM6.44%
- VEON5.80%
Share classes counted separately86.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CRWVWeight decreased · -4.10 pp14.87% → 10.77%Shares -282.28K (-31.48%)
- APPWeight decreased · -3.30 pp18.71% → 15.41%Shares -49.80K (-22.67%)
- GDXJWeight decreased · -1.75 pp8.77% → 7.02%Shares +64.49K (+18.89%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $87.53M | 15.41% | 169.88K shares | 18.71% → 15.41%-3.30 pp -49.80K (-22.67%) | Reduced | ↗▾ |
| 02 | CRWVCOREWEAVE INC-CL ACOM CL A View history and evidence | $61.17M | 10.77% | 614.49K shares | 14.87% → 10.77%-4.10 pp -282.28K (-31.48%) | Reduced | ↗▾ |
| 03 | NOKNOKIA CORP-SPON ADRSPONSORED ADR View history and evidence | $58.91M | 10.37% | 4.44M shares | 10.26% → 10.37%+0.11 pp -1.52M (-25.58%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $51.56M | 9.08% | 257.70K shares | 10.45% → 9.08%-1.37 pp -22.30K (-7.97%) | Reduced | ↗▾ |
| 05 | GDXVANECK GOLD MINERS ETFGOLD MINERS ETF View history and evidence | $45.49M | 8.01% | 602.95K shares | 9.39% → 8.01%-1.38 pp +124.80K (+26.10%) | Added | ↗▾ |
| 06 | GDXJVANECK JUNIOR GOLD MINERSJUNIOR GOLD MINE View history and evidence | $39.88M | 7.02% | 405.85K shares | 8.77% → 7.02%-1.75 pp +64.49K (+18.89%) | Added | ↗▾ |
| 07 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $39.67M | 6.98% | 19.94K shares | Prior unavailable +19.94K | New | ↗▾ |
| 08 | MTSIMACOM TECHNOLOGY SOLUTIONS H View history and evidence | $37.27M | 6.56% | 97.98K shares | Prior unavailable +97.98K | New | ↗▾ |
| 09 | FORMFORMFACTOR INC View history and evidence | $36.57M | 6.44% | 228.65K shares | Prior unavailable +228.65K | New | ↗▾ |
| 10 | VEONVEON LTDSPONSORED ADS View history and evidence | $32.92M | 5.80% | 630.62K shares | 5.53% → 5.80%+0.27 pp +73.00K (+13.09%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTC INTEL CORP | Non-derivative | -811,115 | -$35.79M | SEC filing ↗ | SEC filing ↗ |
| FUTU FUTU HOLDINGS LTD-ADR | Non-derivative | -90,000 | -$12.31M | SEC filing ↗ | SEC filing ↗ |
| MPC MARATHON PETROLEUM CORP | Non-derivative | -21,805 | -$5.32M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2035224 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 567962533
}Take these holdings further.
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