Panview Capital Ltd

HONG KONG, K3 · CIK 2035224 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2019 · other (specify)

As an employer

$568.0m reported value +21.6% vs Q1 2026

14positions

86.4%in top 10

5 new 5 added 4 reduced 3 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLOVIN CORP COM CL A APP	APP	169,885	$87.5m15.41%	15.41%	Reduced -49.8k	-49,799 -22.7%
2	COREWEAVE INC COM CL A CRWV	CRWV	614,485	$61.2m10.77%	10.77%	Reduced -282.3k	-282,277 -31.5%
3	NOKIA CORP SPONSORED ADR NOK	NOK	4,436,204	$58.9m10.37%	10.37%	Reduced -1.5m	-1,524,728 -25.6%
4	NVIDIA CORPORATION COM NVDA	NVDA	257,697	$51.6m9.08%	9.08%	Reduced -22.3k	-22,303 -8.0%
5	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	602,946	$45.5m8.01%	8.01%	Added +124.8k	+124,800 26.1%
6	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	405,853	$39.9m7.02%	7.02%	Added +64.5k	+64,488 18.9%
7	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	19,939	$39.7m6.98%	6.98%	New
8	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	97,984	$37.3m6.56%	6.56%	New
9	FORMFACTOR INC COM FORM	FORM	228,647	$36.6m6.44%	6.44%	New
10	VEON LTD SPONSORED ADS VEON	VEON	630,616	$32.9m5.80%	5.80%	Added +73.0k	+73,004 13.1%
11	EQT CORP COM EQT	EQT	513,039	$27.3m4.80%	4.80%	Added +40.4k	+40,439 8.6%
12	DOLE PLC ORD SHS DOLE	DOLE	1,716,784	$23.6m4.15%	4.15%	Added +361.0k	+360,961 26.6%
13	CANADIAN NAT RES LTD COM CNQ	CNQ	486,326	$19.2m3.38%	3.38%	New
14	WOLFSPEED INC COMMON STOCK WOLF	WOLF	144,085	$7.0m1.22%	1.22%	New

Security	Ticker	Shares held before	Value then
INTEL CORP INTC	INTC	811,115	$35.8m811.1k shares
FUTU HLDGS LTD FUTU	FUTU	90,000	$12.3m90.0k shares
MARATHON PETE CORP MPC	MPC	21,805	$5.3m21.8k shares