Panview Capital Ltd
14 holdingsFiling period: 2026-06-30Current AUM: $498.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APP | Applovin Corp | 169.9K | $87.5M | $46.3M | 9.29% | -49,799 | 2026-06-30 |
| 2 | CRWV | Coreweave Inc | 614.5K | $61.2M | $38.2M | 7.66% | -282,277 | 2026-06-30 |
| 3 | NOK | Nokia Corp | 4.44M | $58.9M | $40.0M | 8.03% | -1,524,728 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 257.7K | $51.6M | $55.8M | 11.20% | -22,303 | 2026-06-30 |
| 5 | GDX | VanEck ETF Trust | 602.9K | $45.5M | $51.9M | 10.42% | +124.8K | 2026-06-30 |
| 6 | GDXJ | VanEck ETF Trust | 405.9K | $39.9M | $43.8M | 8.79% | +64.5K | 2026-06-30 |
| 7 | — | Asml Hldg NV | 19.9K | $39.7M | $39.7M | 7.96% | -- | 2026-06-30 |
| 8 | MTSI | Macom Tech Solutions Hldgs I | 98.0K | $37.3M | $25.8M | 5.17% | -- | 2026-06-30 |
| 9 | FORM | Formfactor Inc | 228.6K | $36.6M | $24.6M | 4.94% | -- | 2026-06-30 |
| 10 | VEON | Veon Ltd | 630.6K | $32.9M | $50.7M | 10.18% | +73.0K | 2026-06-30 |
| 11 | EQT | Eqt Corp | 513.0K | $27.3M | $28.1M | 5.65% | +40.4K | 2026-06-30 |
| 12 | — | Dole PLC | 1.72M | $23.6M | $23.6M | 4.73% | +361.0K | 2026-06-30 |
| 13 | CNQ | Canadian Nat Res Ltd Med Ter | 486.3K | $19.2M | $26.3M | 5.29% | -- | 2026-06-30 |
| 14 | WOLF | Wolfspeed Inc | 144.1K | $7.0M | $3.4M | 0.68% | -- | 2026-06-30 |
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