Panview Capital Ltd — 13F holdings

Panview Capital Ltd reported 14 holdings worth $568M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. APP APPLOVIN CORP — $87.5M (15.4%)
2. CRWV COREWEAVE INC — $61.2M (10.8%)
3. NOK NOKIA CORP — $58.9M (10.4%)
4. NVDA NVIDIA CORPORATION — $51.6M (9.1%)
5. GDX VANECK ETF TRUST — $45.5M (8.0%)
6. GDXJ VANECK ETF TRUST — $39.9M (7.0%)
7. ASML ASML HOLDING N V — $39.7M (7.0%)
8. MTSI MACOM TECH SOLUTIONS HLDGS I — $37.3M (6.6%)
9. FORM FORMFACTOR INC — $36.6M (6.4%)
10. VEON VEON LTD — $32.9M (5.8%)