StockDriftsStockDriftsTop 14 Panview Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 15.41% | 169.9K | $87.5M | -22.67%(-49.80K) | $442.90(-31.42%) | 2026-06-30 | |
| CRWV | COREWEAVE INC | 10.77% | 614.5K | $61.2M | -31.48%(-282.28K) | $74.54(+44.53%) | 2026-06-30 | |
| NOK | NOKIA CORP | 10.37% | 4.44M | $58.9M | -25.58%(-1.52M) | $7.25(+42.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.08% | 257.7K | $51.6M | -7.97%(-22.30K) | $180.45(+24.18%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 8.01% | 602.9K | $45.5M | +26.10%(+124.80K) | $45.92(+98.08%) | 2026-06-30 | |
| GDXJ | VANECK ETF TRUST | 7.02% | 405.9K | $39.9M | +18.89%(+64.49K) | $55.87(+113.88%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 6.98% | 19.9K | $39.7M | new | $1621.70(+11.62%) | 2026-06-30 | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 6.56% | 98.0K | $37.3M | new | $294.93(+5.36%) | 2026-06-30 | |
| FORM | FORMFACTOR INC | 6.44% | 228.6K | $36.6M | new | $125.67(+2.47%) | 2026-06-30 | |
| VEON | VEON LTD | 5.8% | 630.6K | $32.9M | +13.09%(+73.00K) | $50.52(+12.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +81.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +64.88% |
Panview Capital LTD reports $567.96M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are APP (15.4%), CRWV (10.8%) and NOK (10.4%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +81.30% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Panview Capital LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035224). View Panview Capital LTD’s 13F filings on SEC