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Panview Capital Ltd
hedge fundUpdated 28 days agoManaged by Panview Capital Ltd • Latest filing Q2 2026
Portfolio value
$568M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-40.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $468.8M |
| Q1 2025 | $264.1M |
| Q2 2025 | $314.3M |
| Q3 2025 | $235.1M |
| Q4 2025 | $278.5M |
| Q1 2026 | $467.2M |
| Q2 2026 | $568M |
Top holdings
14 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APP APPLOVIN CORP | $87.5M | 169.9K | 15.41% | — |
| 2 | C CRWV COREWEAVE INC | $61.2M | 614.5K | 10.77% | — |
| 3 | N NOKBF NOKIA CORP | $58.9M | 4.44M | 10.37% | — |
| 4 | N NVDA NVIDIA CORPORATION | $51.6M | 257.7K | 9.08% | — |
| 5 | H HODL VANECK ETF TRUST | $45.5M | 602.9K | 8.01% | — |
| 6 | H HODL VANECK ETF TRUST | $39.9M | 405.9K | 7.02% | — |
| 7 | A ASMLF ASML HLDG NV | $39.7M | 19.9K | 6.98% | — |
| 8 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $37.3M | 98.0K | 6.56% | — |
| 9 | F FORM FORMFACTOR INC | $36.6M | 228.6K | 6.44% | — |
| 10 | ? N/A VEON LTD | $32.9M | 630.6K | 5.80% | — |
| 11 | E EQT EQT CORP | $27.3M | 513.0K | 4.80% | — |
| 12 | D DOLE DOLE PLC | $23.6M | 1.72M | 4.15% | — |
| 13 | C CNQ CANADIAN NAT RES LTD MED TER | $19.2M | 486.3K | 3.38% | — |
| 14 | ? N/A WOLFSPEED INC | $7M | 144.1K | 1.22% | — |