Panview Capital
Latest statistics and disclosures from Panview Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APP, CRWV, NVDA, NOK, GDX, and represent 63.68% of Panview Capital's stock portfolio.
- Added to shares of these 8 stocks: CRWV (+$70M), APP (+$50M), NVDA (+$49M), NOK (+$48M), INTC (+$36M), FUTU (+$12M), MPC (+$5.3M), VEON.
- Started 6 new stock positions in MPC, FUTU, NVDA, INTC, NOK, CRWV.
- Reduced shares in these 7 stocks: PDD (-$21M), , GDXJ (-$10M), TPR (-$10M), GDX (-$8.7M), DOLE, EQT.
- Sold out of its positions in PDD, TPR, MMYT.
- Panview Capital was a net buyer of stock by $208M.
- Panview Capital has $467M in assets under management (AUM), dropping by 67.78%.
- Central Index Key (CIK): 0002035224
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Portfolio Holdings for Panview Capital
Panview Capital holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 18.7 | $87M | +133% | 220k | 398.00 |
|
| Coreweave Com Cl A (CRWV) | 14.9 | $70M | NEW | 897k | 77.47 |
|
| NVIDIA Corporation (NVDA) | 10.5 | $49M | NEW | 280k | 174.40 |
|
| Nokia Corp Sponsored Adr (NOK) | 10.3 | $48M | NEW | 6.0M | 8.04 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 9.4 | $44M | -16% | 478k | 91.77 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 8.8 | $41M | -20% | 341k | 120.04 |
|
| Intel Corporation (INTC) | 7.7 | $36M | NEW | 811k | 44.13 |
|
| EQT Corporation (EQT) | 6.4 | $30M | -2% | 473k | 63.64 |
|
| Veon Sponsored Ads (VEON) | 5.5 | $26M | +8% | 558k | 46.30 |
|
| Dole Ord Shs (DOLE) | 4.1 | $19M | -5% | 1.4M | 14.29 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 2.6 | $12M | NEW | 90k | 136.76 |
|
| Marathon Petroleum Corp (MPC) | 1.1 | $5.3M | NEW | 22k | 244.18 |
|
Past Filings by Panview Capital
SEC 13F filings are viewable for Panview Capital going back to 2025
- Panview Capital 2026 Q1 filed May 14, 2026
- Panview Capital 2025 Q4 filed Feb. 13, 2026
- Panview Capital 2025 Q3 filed Nov. 13, 2025
- Panview Capital 2025 Q2 filed Aug. 7, 2025