Panview Capital Ltd
Net seller this quarter
$568M
12
-$55.2M
80.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APP | $87.5M | 15.41% | 0.05% | -22.7% | Q4 2024 |
 CRWV | $61.2M | 10.77% | Not reported | -31.5% | Q1 2026 |
 NOK | $58.9M | 10.37% | 0.08% | -25.6% | Q1 2026 |
 NVDA | $51.6M | 9.08% | 0.00% | -8.0% | Q1 2026 |
 ASML | $39.7M | 6.98% | 0.01% | New | Q2 2026 |
 MTSI | $37.3M | 6.56% | 0.13% | New | Q2 2026 |
 FORM | $36.6M | 6.44% | 0.29% | New | Q2 2026 |
 VEON | $32.9M | 5.80% | 0.03% | +13.1% | Q3 2025 |
 EQT | $27.3M | 4.80% | 0.08% | +8.6% | Q3 2025 |
 DOLE | $23.6M | 4.15% | 1.82% | +26.6% | Q3 2025 |
 CNQ | $19.2M | 3.38% | 0.02% | New | Q2 2026 |
 WOLF | $6.95M | 1.22% | 0.28% | New | Q2 2026 |
| Q1 2026 | |||||
| APP | $87.4M | 18.71% | 0.07% | +133.8% | Q4 2024 |
| CRWV | $69.5M | 14.87% | Not reported | New | Q1 2026 |
| NVDA | $48.8M | 10.45% | 0.00% | New | Q1 2026 |
| NOK | $47.9M | 10.26% | 0.10% | New | Q1 2026 |
 INTC | $35.8M | 7.66% | 0.02% | New | Q1 2026 |
| EQT | $30.1M | 6.44% | 0.08% | -2.1% | Q3 2025 |
| VEON | $25.8M | 5.53% | 0.03% | +8.3% | Q3 2025 |
| DOLE | $19.4M | 4.15% | 1.42% | -5.3% | Q3 2025 |
 FUTU | $12.3M | 2.63% | 0.02% | New | Q1 2026 |
 MPC | $5.32M | 1.14% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| APP | $63.3M | 22.74% | 0.03% | +24.2% | Q4 2024 |
| VEON | $27.1M | 9.72% | 0.03% | +24.7% | Q3 2025 |
| EQT | $25.9M | 9.29% | 0.08% | +93.0% | Q3 2025 |
| DOLE | $21.5M | 7.71% | 1.50% | +104.6% | Q3 2025 |
 PDD | $20.6M | 7.40% | 0.00% | +45.3% | Q4 2024 |
 MMYT | $12M | 4.32% | Not reported | New | Q4 2025 |
 TPR | $10.2M | 3.67% | 0.04% | New | Q4 2025 |
| Q3 2025 | |||||
| APP | $54.4M | 23.13% | 0.02% | Not reported | Q4 2024 |
| VEON | $22.5M | 9.56% | 0.02% | New | Q3 2025 |
| PDD | $16.5M | 7.03% | 0.00% | Not reported | Q4 2024 |
| EQT | $13.6M | 5.79% | 0.04% | New | Q3 2025 |
| DOLE | $9.41M | 4.00% | 0.74% | New | Q3 2025 |
 GOOG | $9.2M | 3.91% | Not reported | Not reported | Q4 2024 |
 TME | $6.65M | 2.83% | 0.01% | New | Q3 2025 |