account_balance
Investment manager · 13F filer · SEC CIK 2035224
Panview Capital Ltd
Reported value$568Mas of Jun 30, 2026
Positions14 5 new, 3 sold out
Top 10 weight86.4%APP alone is 15%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
APPApplovin Corp
15.4%Trimmed −23%
CRWVCoreweave Inc
10.8%Trimmed −31%
NOKNokia Corp
10.4%Trimmed −26%
NVDANvidia Corporation
9.1%Trimmed −8%
GDXVaneck ETF Trust
8.0%Added +26%
GDXJVaneck ETF Trust
7.0%Added +19%
ASMLAsml HLDG NV
7.0%New
MTSIMacom Tech Solutions Hldgs I
6.6%New
FORMFormfactor Inc
6.4%New
VEONVeon Ltd
5.8%Added +13%
EQTEqt Corp
4.8%Added +9%
DOLEDole PLC
4.1%Added +27%
APPApplovin Corp
15.4%Trimmed −23%
CRWVCoreweave Inc
10.8%Trimmed −31%
NOKNokia Corp
10.4%Trimmed −26%
NVDANvidia Corporation
9.1%Trimmed −8%
GDXVaneck ETF Trust
8.0%Added +26%
GDXJ7.0%ASML7.0%MTSI6.6%FORM6.4%VEON5.8%EQT4.8%DOLE4.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
APP Applovin Corp 15.4% Trimmed −23%CRWV Coreweave Inc 10.8% Trimmed −31%NOK Nokia Corp 10.4% Trimmed −26%NVDA Nvidia Corporation 9.1% Trimmed −8%GDX Vaneck ETF Trust 8.0% Added +26%GDXJ Vaneck ETF Trust 7.0% Added +19%ASML Asml HLDG NV 7.0% NewMTSI Macom Tech Solutions Hldgs I 6.6% NewFORM Formfactor Inc 6.4% NewVEON Veon Ltd 5.8% Added +13%EQT Eqt Corp 4.8% Added +9%DOLE Dole PLC 4.1% Added +27%
What changed