Panview Capital LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Panview Capital LTD disclosed 14 US equity positions worth $568.0m in its Q2 2026 13F filing. The largest position was APP at 15.4% of the reported book, followed by CRWV and NOK. Against the Q1 2026 filing, it opened 5 new positions, added to 5 and reduced 4 among the top 14 holdings.
What did Panview Capital LTD own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 15.4% | $87.5m | 169,885 | -23% | reduced |
| 2 | CRWV COREWEAVE INC | Technology | 10.8% | $61.2m | 614,485 | -31% | reduced |
| 3 | NOK NOKIA CORP | Technology | 10.4% | $58.9m | 4,436,204 | -26% | reduced |
| 4 | NVDA NVIDIA CORPORATION | Technology | 9.1% | $51.6m | 257,697 | -8% | reduced |
| 5 | GDX VANECK ETF TRUST | 8.0% | $45.5m | 602,946 | 26% | added | |
| 6 | GDXJ VANECK ETF TRUST | 7.0% | $39.9m | 405,853 | 19% | added | |
| 7 | ASML ASML HLDG NV | Technology | 7.0% | $39.7m | 19,939 | – | new |
| 8 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 6.6% | $37.3m | 97,984 | – | new |
| 9 | FORM FORMFACTOR INC | Technology | 6.4% | $36.6m | 228,647 | – | new |
| 10 | VEON VEON LTD | Communication Services | 5.8% | $32.9m | 630,616 | 13% | added |
| 11 | EQT EQT CORP | Energy | 4.8% | $27.3m | 513,039 | 9% | added |
| 12 | DOLE DOLE PLC | Consumer Defensive | 4.1% | $23.6m | 1,716,784 | 27% | added |
| 13 | CNQ CANADIAN NAT RES LTD MED TER | Energy | 3.4% | $19.2m | 486,326 | – | new |
| 14 | WOLF WOLFSPEED INC | Technology | 1.2% | $7.0m | 144,085 | – | new |
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.