Panview Capital Ltd reported 14 holdings worth US$568M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Panview Capital Ltd reported 14 holdings worth US$568M as of Jun 30, 2026. Largest: Applovin Corporation, Coreweave, Inc. and Nokia Oyj. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$568M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applovin Corporation | 170K | US$87.5M | 15.4% |
| Coreweave, Inc. | 614K | US$61.2M | 10.8% |
| Nokia Oyj | 4.44M | US$58.9M | 10.4% |
| Nvidia Corporation | 258K | US$51.6M | 9.1% |
| Asml Holding Nv | 19,939 | US$39.7M | 7.0% |
| Macom Technology Solutions Holdings, Inc. | 97,984 | US$37.3M | 6.6% |
| Formfactor, Inc. | 229K | US$36.6M | 6.4% |
| Eqt Corporation | 513K | US$27.3M | 4.8% |
| Canadian Natural Resources Limited | 486K | US$19.2M | 3.4% |
| Wolfspeed, Inc. | 144K | US$6.95M | 1.2% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Marathon Petroleum Corporation | 0 | US$0 | 0.00% |