Panview Capital Ltd: 13F holdings
CIK 20352242026Q2
| Positions | 14 |
|---|
| Reported value | $568.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 14 (+2 vs prior quarter) |
|---|
| Reported value | $568.0m (+21.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APP APPLOVIN CORP | 169,885 | $87.5m | 15.4% |
| CRWV COREWEAVE INC | 614,485 | $61.2m | 10.8% |
| NOK NOKIA CORP | 4,436,204 | $58.9m | 10.4% |
| NVDA NVIDIA CORPORATION | 257,697 | $51.6m | 9.1% |
| GDX VANECK ETF TRUST | 602,946 | $45.5m | 8.0% |
| GDXJ VANECK ETF TRUST | 405,853 | $39.9m | 7.0% |
| ASML HLDG NV | 19,939 | $39.7m | 7.0% |
| MTSI MACOM TECH SOLUTIONS HLDGS I | 97,984 | $37.3m | 6.6% |
| FORM FORMFACTOR INC | 228,647 | $36.6m | 6.4% |
| VEON VEON LTD | 630,616 | $32.9m | 5.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035224")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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