Panview Capital Ltd
CIK 2035224
13F filing for Q2 2026・No. 3,610
- Holdings
- US$567.96M
- Quarter change
- +US$100.75M
- Entries
- 14
- Net bought (estimate)
- +US$34.44M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 3
- Cut 4
- Added 5
- Corporate actions 0
- Unchanged 0
Largest holdings
14 stocks worth US$567.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APPAPPLOVIN CORPCOM CL A | Cut | 169,885 | US$87.53M | 15.41% |
| CRWVCOREWEAVE INCCOM CL A | Cut | 614,485 | US$61.17M | 10.77% |
| NOKNOKIA CORPSPONSORED ADR | Cut | 4,436,204 | US$58.91M | 10.37% |
| NVDANvidiaCOM | Cut | 257,697 | US$51.56M | 9.08% |
| GDXVANECK ETF TRUSTGOLD MINERS ETF | Added | 602,946 | US$45.49M | 8.01% |
| VANECK ETF TRUSTJUNIOR GOLD MINE | Added | 405,853 | US$39.88M | 7.02% |
| ASMLASML HLDG NVN Y REGISTRY SHS | New | 19,939 | US$39.67M | 6.98% |
| MTSIMACOM TECH SOLUTIONS HLDGS ICOM | New | 97,984 | US$37.27M | 6.56% |
| FORMFORMFACTOR INCCOM | New | 228,647 | US$36.57M | 6.44% |
| VEON LTDSPONSORED ADS | Added | 630,616 | US$32.92M | 5.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.