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Panview Capital Ltd

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13F filer, CIK 2035224, HONG KONG, Hong Kong

Panview Capital Ltd reported $567,962,533 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 86.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002035224-26-000004

Period
2026-06-30
Reported value
$568M
Holdings
14
Top 10 weight
86.44%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASMLnew+19,939$39.7M
MTSInew+97,984$37.3M
FORMnew+228,647$36.6M
CNQnew+486,326$19.2M
GDXadded+124,800$9.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INTCexited-811,115-$35.8M
CRWVreduced-282,277-$28.1M
APPreduced-49,799-$25.7M
NOKreduced-1,524,728-$20.2M
FUTUexited-90,000-$12.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002035224-26-000004, largest first. % of portfolio is the value over $567,962,533, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 661,100 shares; 2025Q1: 262,218 shares; 2025Q2: 255,218 shares; 2025Q3: 75,681 shares; 2025Q4: 93,978 shares; 2026Q1: 219,684 shares; 2026Q2: 169,885 shares 169,885$87.5M15.41%-49,799Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 896,762 shares; 2026Q2: 614,485 shares 614,485$61.2M10.77%-282,277Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,960,932 shares; 2026Q2: 4,436,204 shares 4,436,204$58.9M10.37%-1,524,728Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280,000 shares; 2026Q2: 257,697 shares 257,697$51.6M9.08%-22,303Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 838,300 shares; 2025Q1: 776,300 shares; 2025Q2: 768,300 shares; 2025Q3: 648,300 shares; 2025Q4: 573,300 shares; 2026Q1: 478,146 shares; 2026Q2: 602,946 shares 602,946$45.5M8.01%+124,800Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 690,200 shares; 2025Q1: 612,200 shares; 2025Q2: 648,200 shares; 2025Q3: 538,200 shares; 2025Q4: 428,200 shares; 2026Q1: 341,365 shares; 2026Q2: 405,853 shares 405,853$39.9M7.02%+64,488Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,939 shares 19,939$39.7M6.98%newTimeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,984 shares 97,984$37.3M6.56%newTimeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228,647 shares 228,647$36.6M6.44%newTimeline
VEONVEON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413,021 shares; 2025Q4: 514,927 shares; 2026Q1: 557,612 shares; 2026Q2: 630,616 shares 630,616$32.9M5.8%+73,004Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,000 shares; 2025Q4: 482,600 shares; 2026Q1: 472,600 shares; 2026Q2: 513,039 shares 513,039$27.3M4.8%+40,439Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,000 shares; 2025Q4: 1,431,975 shares; 2026Q1: 1,355,823 shares; 2026Q2: 1,716,784 shares 1,716,784$23.6M4.15%+360,961Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 486,326 shares 486,326$19.2M3.38%newTimeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144,085 shares 144,085$6.95M1.22%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTCINTEL CORP811,115$35.8Mshares
FUTUFUTU HLDGS LTD90,000$12.3Mshares
MPCMARATHON PETE CORP21,805$5.32Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002035224-26-000004 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002035224-26-000004 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0002035224-26-000003 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0002035224-26-000001 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0002035224-25-000022 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0002035224-25-000019 Quarter ended 2025-06-302025-08-07acceptance time not in the bulk data set
13F-HR 0002035224-25-000018 Quarter ended 2025-03-312025-05-07acceptance time not in the bulk data set
13F-HR 0002035224-25-000004 Quarter ended 2024-12-312025-02-04acceptance time not in the bulk data set