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Panview Capital Ltd

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

Panview Capital Ltd reported $467,216,851 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 96.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002035224-26-000003

Period
2026-03-31
Reported value
$467M
Holdings
12
Top 10 weight
96.23%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRWVnew+896,762$69.5M
APPadded+125,706$50M
NVDAnew+280,000$48.8M
NOKnew+5,960,932$47.9M
INTCnew+811,115$35.8M

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
PDDexited-181,680-$20.6M
MMYTexited-146,452-$12M
GDXJreduced-86,835-$10.4M
TPRexited-80,000-$10.2M
GDXreduced-95,154-$8.73M

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, Q1 2026

Share positions as resolved from 13F-HR 0002035224-26-000003, largest first. % of portfolio is the value over $467,216,851, 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; 2024Q2: restricted; 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 219,684$87.4M18.71%+125,706Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 896,762 shares 896,762$69.5M14.87%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280,000 shares 280,000$48.8M10.45%newTimeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,960,932 shares 5,960,932$47.9M10.26%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 478,146$43.9M9.39%-95,154Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 341,365$41M8.77%-86,835Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811,115 shares 811,115$35.8M7.66%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,000 shares; 2025Q4: 482,600 shares; 2026Q1: 472,600 shares 472,600$30.1M6.44%-10,000Timeline
VEONVEON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413,021 shares; 2025Q4: 514,927 shares; 2026Q1: 557,612 shares 557,612$25.8M5.53%+42,685Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,355,823$19.4M4.15%-76,152Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,000 shares 90,000$12.3M2.63%newTimeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,805 shares 21,805$5.32M1.14%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC181,680$20.6Mshares
MMYTMAKEMYTRIP LIMITED MAURITIUS146,452$12Mshares
TPRTAPESTRY INC80,000$10.2Mshares

How Q1 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 0002035224-26-000003 base2026-05-14acceptance time not in the bulk data set