Panview Capital as of June 30, 2026
Portfolio Holdings for Panview Capital
Panview Capital holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 15.4 | $88M | 170k | 515.23 | |
| Coreweave Com Cl A (CRWV) | 10.8 | $61M | 615k | 99.54 | |
| Nokia Corp Sponsored Adr (NOK) | 10.4 | $59M | 4.4M | 13.28 | |
| NVIDIA Corporation (NVDA) | 9.1 | $52M | 258k | 200.09 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 8.0 | $46M | 603k | 75.45 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 7.0 | $40M | 406k | 98.25 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 7.0 | $40M | 20k | 1989.44 | |
| M/a (MTSI) | 6.6 | $37M | 98k | 380.37 | |
| FormFactor (FORM) | 6.4 | $37M | 229k | 159.93 | |
| Veon Sponsored Ads (VEON) | 5.8 | $33M | 631k | 52.21 | |
| EQT Corporation (EQT) | 4.8 | $27M | 513k | 53.17 | |
| Dole Ord Shs (DOLE) | 4.1 | $24M | 1.7M | 13.72 | |
| Canadian Natural Resources (CNQ) | 3.4 | $19M | 486k | 39.50 | |
| Wolfspeed Common Stock (WOLF) | 1.2 | $7.0M | 144k | 48.25 |
