Panview Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Panview Capital LTD disclosed 12 US equity positions worth $467.2m in its Q1 2026 13F filing. The largest position was APP at 18.7% of the reported book, followed by CRWV and NVDA.
What did Panview Capital LTD own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 18.7% | $87.4m | 219,684 | – | |
| 2 | CRWV COREWEAVE INC | Technology | 14.9% | $69.5m | 896,762 | – | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 10.5% | $48.8m | 280,000 | – | |
| 4 | NOK NOKIA CORP | Technology | 10.3% | $47.9m | 5,960,932 | – | |
| 5 | GDX VANECK ETF TRUST | 9.4% | $43.9m | 478,146 | – | ||
| 6 | GDXJ VANECK ETF TRUST | 8.8% | $41.0m | 341,365 | – | ||
| 7 | INTC INTEL CORP | Technology | 7.7% | $35.8m | 811,115 | – | |
| 8 | EQT EQT CORP | Energy | 6.4% | $30.1m | 472,600 | – | |
| 9 | VEON VEON LTD | Communication Services | 5.5% | $25.8m | 557,612 | – | |
| 10 | DOLE DOLE PLC | Consumer Defensive | 4.1% | $19.4m | 1,355,823 | – | |
| 11 | FUTU FUTU HLDGS LTD | Financial Services | 2.6% | $12.3m | 90,000 | – | |
| 12 | MPC MARATHON PETE CORP | Energy | 1.1% | $5.3m | 21,805 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.